| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Kings Path Partners LLC Kings Path Partners LLC | 1,180 | $701,321.61 | $846,237 | $144,915.39 | 20.66% |
Fred Littlejohn LITTLEJOHN FINANCIAL SERVICES, INC. | 1,930 | $1.15M | $1.43M | $278,616.89 | 24.16% |
Neisy Arnez Drucker Wealth 3.0, LLC | 5,654 | $2.86M | $4.07M | $1.2M | 41.99% |
RPS Advisory Solutions LLC RPS ADVISORY SOLUTIONS LLC | 929 | $525,920.08 | $686,335.91 | $160,415.83 | 30.5% |
Andrew Bowers BridgePort Financial Solutions, LLC | 3,052 | $1.91M | $2.2M | $290,922.94 | 15.27% |
Jonathan R. Weatherly Concord Asset Management, LLC/VA | 11,321 | $4.93M | $8.35M | $3.42M | 69.35% |
Carmen McClennon WR Wealth Planners, LLC | 514 | $249,794.27 | $381,645 | $131,850.73 | 52.78% |
Craig Small Symphony Financial Services, Inc. | 1,173 | $615,288.53 | $866,600.67 | $251,312.14 | 40.84% |
Matthew Richmond Richmond Investment Services, LLC | 405 | $233,404.54 | $294,214.27 | $60,809.73 | 26.05% |
Nathan Edwards IMG Wealth Management, Inc. | 201 | $122,029.87 | $143,007.48 | $20,977.61 | 17.19% |
John Bradford Surenkamp SAGE ADVISORS, LLC | 3,001 | $1.48M | $2.21M | $721,569.63 | 48.63% |
| GHH Grace H. Holt GG Group Ventures, LLC | 953 | $511,961.89 | $699,449.58 | $187,487.69 | 36.62% |
David A Rozenson Fairscale Capital, LLC | 3,289 | $1.76M | $2.35M | $587,568.71 | 33.35% |
Chris Bulman Inc. Chris Bulman Inc | 555 | $345,163.85 | $400,210.5 | $55,046.65 | 15.95% |
| DMR Donna M Ryberg Smith Thornton Advisors LLC | 5,336 | $2.96M | $3.78M | $825,962.76 | 27.91% |
Scott Geppert Stonekeep Investments, LLC | 1,650 | $943,891.15 | $1.22M | $271,696.8 | 28.78% |
| FFI FRANK FRIEDLER, III FreeGulliver LLC | 1,007 | $734,106.55 | $741,927.39 | $7,820.84 | 1.07% |
Adam Jordan Paul R. Ried Financial Group, LLC | 662 | $387,735.69 | $486,470.7 | $98,735.01 | 25.46% |
| AJH Andrew J Hardin Hardin Capital Partners, LLC | 470 | $340,917 | $346,643.79 | $5,726.79 | 1.68% |
J. Derieck Hodges Anchor Pointe Wealth Management, LLC | 1,029 | $608,372 | $761,171.88 | $152,799.88 | 25.12% |