| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| DWM Diversify Wealth Management LLC DIVERSIFY WEALTH MANAGEMENT, LLC | 117,466 | $3.29M | $3.48M | $187,396.61 | 5.7% |
Kings Path Partners LLC Kings Path Partners LLC | 2,850 | $79,493 | $84,203.25 | $4,710.25 | 5.93% |
Kelly Dixon Cannon Financial Strategists, Inc. | 10,892 | $262,267 | $321,150.62 | $58,883.62 | 22.45% |
Neisy Arnez Drucker Wealth 3.0, LLC | 24,316 | $666,176.88 | $719,024.12 | $52,847.24 | 7.93% |
Andrew Bowers BridgePort Financial Solutions, LLC | 128,811 | $3.29M | $3.81M | $523,915.66 | 15.94% |
Jonathan R. Weatherly Concord Asset Management, LLC/VA | 43,466 | $1.11M | $1.29M | $175,582.24 | 15.76% |
Carmen McClennon WR Wealth Planners, LLC | 8,422 | $236,332.32 | $250,133.4 | $13,801.08 | 5.84% |
Craig Small Symphony Financial Services, Inc. | 25,029 | $673,037.54 | $741,358.98 | $68,321.44 | 10.15% |
Nathan Edwards IMG Wealth Management, Inc. | 983 | $23,810.97 | $29,013.24 | $5,202.27 | 21.85% |
David A Rozenson Fairscale Capital, LLC | 3,280 | $91,774.4 | $96,973.2 | $5,198.8 | 5.66% |
| DMR Donna M Ryberg Smith Thornton Advisors LLC | 8,554 | $238,355.18 | $253,027.32 | $14,672.14 | 6.16% |
| FFI FRANK FRIEDLER, III FreeGulliver LLC | 8,360 | $201,309 | $247,665 | $46,356 | 23.03% |
| BCI Blue Capital Inc. Blue Capital, Inc. | 12,050 | $303,540.27 | $354,752 | $51,211.73 | 16.87% |
| AJH Andrew J Hardin Hardin Capital Partners, LLC | 9,901 | $275,737.13 | $289,208.21 | $13,471.08 | 4.89% |
J. Derieck Hodges Anchor Pointe Wealth Management, LLC | 10,626 | $280,738 | $314,529.6 | $33,791.6 | 12.04% |
| TAL TPG Advisors LLC TPG Advisors LLC | 8,684 | $216,127.67 | $256,872.72 | $40,745.05 | 18.85% |
Eric Schmid Ted Buchan & Co | 54,689 | $1.4M | $1.62M | $214,135.65 | 15.27% |
| AFI Aviso Financial Inc. Aviso Financial Inc. | 215 | $5,177 | $6,358.62 | $1,181.62 | 22.82% |
| NEI Northwest & Ethical Investments L.P. Northwest & Ethical Investments L.P. | 221,058 | $5.36M | $6.52M | $1.16M | 21.6% |
Alison Gould Persium Advisors, LLC | 39,718 | $1.01M | $1.18M | $170,173.47 | 16.92% |