| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Taylor Wagner Valued Wealth Advisors LLC | 737 | $86,512.83 | $95,957.4 | $9,444.57 | 10.92% |
Steven JE Manders BKM Wealth Management, LLC | 2,845 | $342,385.7 | $370,419 | $28,033.3 | 8.19% |
| TSB Thomas S. Breitbach Vivid Wealth Management, LLC | 3,166 | $358,649.84 | $412,213.2 | $53,563.36 | 14.93% |
Sarah Schmidt Wellington Wealth Strategies, LLC. | 2,819 | $320,125.64 | $367,033.8 | $46,908.16 | 14.65% |
Darin Sadow Freestone Grove Partners LP | 27,158 | $3.49M | $3.69M | $199,339.72 | 5.71% |
Cody Branson FLOYD FINANCIAL GROUP LLC | 5,359 | $523,005.02 | $697,741.8 | $174,736.78 | 33.41% |
Andrew Schiff TRITONPOINT WEALTH, LLC | 58,703 | $6.51M | $7.69M | $1.18M | 18.15% |
Tracey Daigle ROBINSON SMITH WEALTH ADVISORS LLC | 1,803 | $188,336.32 | $234,750.6 | $46,414.28 | 24.64% |
Harold Williams PRECEDENT WEALTH PARTNERS, LLC | 23,322 | $2.38M | $3.04M | $655,942.2 | 27.55% |
| SPI Stonebrook Private Inc. Stonebrook Private Inc. | 5,341 | $657,920.91 | $725,521.44 | $67,600.53 | 10.27% |
| MG Melissa Glennie Capital Management Associates, Inc | 14,854 | $1.41M | $1.93M | $527,883.89 | 37.54% |
Anthony Blagrove Traveka Wealth, LLC | 2,711 | $233,051.51 | $352,972.2 | $119,920.69 | 51.46% |
Heidi Hargis WETZEL INVESTMENT ADVISORS, INC. | 2,983 | $338,069.29 | $388,386.6 | $50,317.31 | 14.88% |
Julie Beswick Advantage Trust Co | 709 | $91,107 | $92,311.8 | $1,204.8 | 1.32% |
Cody Gehman Stonebridge Financial Group, LLC | 8,747 | $832,784.45 | $1.14M | $306,074.95 | 36.75% |
Wayne Atkins VCI Wealth Management LLC | 29,344 | $3.16M | $3.77M | $603,912.98 | 19.1% |
Kent Keister Bear Mountain Capital, Inc. | 5 | $438.1 | $651 | $212.9 | 48.6% |
Curtis Burkholder Bare Financial Services, Inc | 1,030 | $106,268.74 | $134,106 | $27,837.26 | 26.2% |
Kevin Stillman Evernest Financial Advisors, LLC | 9,826 | $814,560.67 | $1.26M | $446,409.91 | 54.8% |
Keisuke Ichihara Rakuten Securities, Inc. | 214 | $19,208.63 | $28,444.88 | $9,236.25 | 48.08% |