| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| DWM Diversify Wealth Management LLC DIVERSIFY WEALTH MANAGEMENT, LLC | 2,739 | $786,093 | $931,698.24 | $145,605.24 | 18.52% |
Kerri Hicken FULLCIRCLE WEALTH LLC | 1,049 | $248,300.36 | $356,827.84 | $108,527.48 | 43.71% |
Kings Path Partners LLC Kings Path Partners LLC | 66 | $20,763 | $22,450.56 | $1,687.56 | 8.13% |
Andrew Bowers BridgePort Financial Solutions, LLC | 998 | $241,723.84 | $339,479.68 | $97,755.84 | 40.44% |
Carmen McClennon WR Wealth Planners, LLC | 694 | $176,879.87 | $236,071.04 | $59,191.17 | 33.46% |
Nathan Edwards IMG Wealth Management, Inc. | 10 | $2,751.14 | $3,401.6 | $650.46 | 23.64% |
| AA Ashley Amarosa Kintayl Capital LP | 21,261 | $6.39M | $7.23M | $845,124.75 | 13.23% |
| DMR Donna M Ryberg Smith Thornton Advisors LLC | 643 | $210,640 | $218,722.88 | $8,082.88 | 3.84% |
| AJH Andrew J Hardin Hardin Capital Partners, LLC | 1,345 | $288,758.28 | $457,515.2 | $168,756.92 | 58.44% |
Eric Schmid Ted Buchan & Co | 862 | $248,877 | $293,217.92 | $44,340.92 | 17.82% |
Bryan Gort Quest 10 Wealth Builders, Inc. | 257 | $62,486.5 | $87,421.12 | $24,934.62 | 39.9% |
Barry Carpenter Cascades Capital Asset Management, LLC | 395 | $101,082.88 | $134,363.2 | $33,280.32 | 32.92% |
Teresa Coleman Creekside Partners | 983 | $211,040 | $334,377.28 | $123,337.28 | 58.44% |
Paul V. Ryan Jr FLAGSHIP WEALTH ADVISORS, LLC | 1,050 | $276,004.5 | $357,168 | $81,163.5 | 29.41% |
Trent White Luminvest Wealth Management LLC | 800 | $230,976 | $272,128 | $41,152 | 17.82% |
Melissa Flynn MCCARTER PRIVATE WEALTH SERVICES LLC | 1,572 | $390,642.99 | $534,731.52 | $144,088.53 | 36.88% |
| MCM Massar Capital Management LP Massar Capital Management LP | 1,358 | $392,081.76 | $461,937.28 | $69,855.52 | 17.82% |
David Levy Diversified Enterprises LLC | 1,376 | $347,432.76 | $468,060.16 | $120,627.4 | 34.72% |
Matthew Riley Hickory Point Bank & Trust | 604 | $173,348 | $205,456.64 | $32,108.64 | 18.52% |
Braden Janowski Fieldview Capital Management LLC | 1,698 | $487,326 | $577,591.68 | $90,265.68 | 18.52% |