| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Kings Path Partners LLC Kings Path Partners LLC | 1,180 | $701,321.61 | $656,917.82 | -$44,403.79 | -6.33% |
Fred Littlejohn LITTLEJOHN FINANCIAL SERVICES, INC. | 1,930 | $1.15M | $1.07M | -$78,703.23 | -6.83% |
Neisy Arnez Drucker Wealth 3.0, LLC | 5,654 | $2.86M | $3.15M | $284,203.15 | 9.93% |
RPS Advisory Solutions LLC RPS ADVISORY SOLUTIONS LLC | 929 | $525,920.08 | $556,582.48 | $30,662.4 | 5.83% |
Andrew Bowers BridgePort Financial Solutions, LLC | 3,052 | $1.91M | $1.7M | -$206,736.12 | -10.85% |
Jonathan R. Weatherly Concord Asset Management, LLC/VA | 11,321 | $4.93M | $6.3M | $1.37M | 27.81% |
Carmen McClennon WR Wealth Planners, LLC | 514 | $249,794.27 | $286,148.95 | $36,354.68 | 14.55% |
Craig Small Symphony Financial Services, Inc. | 1,173 | $615,288.53 | $653,020.85 | $37,732.32 | 6.13% |
Matthew Richmond Richmond Investment Services, LLC | 405 | $233,404.54 | $225,467.56 | -$7,936.98 | -3.4% |
Nathan Edwards IMG Wealth Management, Inc. | 201 | $122,029.87 | $118,954.81 | -$3,075.06 | -2.52% |
John Bradford Surenkamp SAGE ADVISORS, LLC | 3,001 | $1.48M | $1.67M | $186,971.55 | 12.6% |
| GHH Grace H. Holt GG Group Ventures, LLC | 953 | $511,961.89 | $530,544.65 | $18,582.76 | 3.63% |
David A Rozenson Fairscale Capital, LLC | 3,289 | $1.76M | $1.95M | $184,649.76 | 10.48% |
Chris Bulman Inc. Chris Bulman Inc | 555 | $345,163.85 | $308,974.06 | -$36,189.79 | -10.48% |
| DMR Donna M Ryberg Smith Thornton Advisors LLC | 5,274 | $2.91M | $2.94M | $22,026.78 | 0.76% |
Scott Geppert Stonekeep Investments, LLC | 1,701 | $973,076.33 | $946,963.74 | -$26,112.59 | -2.68% |
| FFI FRANK FRIEDLER, III FreeGulliver LLC | 1,007 | $734,106.55 | $603,313.84 | -$130,792.71 | -17.82% |
Adam Jordan Paul R. Ried Financial Group, LLC | 662 | $387,735.69 | $368,542.03 | -$19,193.66 | -4.95% |
J. Derieck Hodges Anchor Pointe Wealth Management, LLC | 1,029 | $608,372 | $572,854.61 | -$35,517.39 | -5.84% |
Jane King Fairfield Financial Advisors, LTD | 3,256 | $1.91M | $1.95M | $41,988.07 | 2.2% |