| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Lindsey Seagraves Carson Advisory Inc. | 18,408 | $247,433.29 | $304,008.12 | $56,574.83 | 22.86% |
Samantha Pierangeli City State Bank | 472 | $6,319.42 | $7,719.56 | $1,400.14 | 22.16% |
William Jollie Quent Capital LLC | 3,050 | $49,332.76 | $50,721.5 | $1,388.74 | 2.82% |
| DT Desaree Tatum Heritage Wealth Management Inc. | 26,268 | $485,170 | $432,105.97 | -$53,064.03 | -10.94% |
| LWM Lodestone Wealth Management LLC Lodestone Wealth Management LLC | 107 | $1,723 | $1,749.98 | $26.98 | 1.57% |
Jill Grimes Centurion Wealth Management LLC | 13,451 | $183,231.85 | $221,134.44 | $37,902.59 | 20.69% |
Loni Adams Daymark Wealth Partners LLC | 21,965 | $303,509.59 | $359,237.57 | $55,727.98 | 18.36% |
Belena Vincetti Fortis Capital Advisors LLC | 16,043 | $266,313.93 | $263,426.06 | -$2,887.87 | -1.08% |
Dino Efthimiou Delta Wealth Advisors LLC | 40,866 | $615,033 | $675,106.32 | $60,073.32 | 9.77% |
| KB Kyle Bubeck TrueMark Investments LLC | 79,839 | $1.3M | $1.32M | $19,220.01 | 1.48% |
Eugene Donato KENNEDY INVESTMENT GROUP | 77,383 | $1.04M | $1.28M | $244,425.19 | 23.52% |
Andrew Stafford PREVAIL INNOVATIVE WEALTH ADVISORS, LLC | 19,316 | $356,767 | $318,907.16 | -$37,859.84 | -10.61% |
Christopher C. Powers Farther Finance Advisors, LLC | 36,629 | $580,024.92 | $599,616.73 | $19,591.81 | 3.38% |
James Rankin Modern Wealth Management, LLC | 480,230 | $7.77M | $7.94M | $169,676.08 | 2.18% |
Joshua Stipcich Tidemark, LLC | 108 | $1,634.18 | $1,783.62 | $149.44 | 9.14% |
Amy Taylor Pingora Partners LLC | 3,633 | $52,896.01 | $60,114.52 | $7,218.51 | 13.65% |
T. Gregory Reymann II Keyes, Stange & Wooten Wealth Management, LLC | 15,695 | $241,578.24 | $259,281.4 | $17,703.16 | 7.33% |
Andrew J. Peters NorthStar Asset Management LLC /NJ/ | 11,259 | $162,775.72 | $186,674.22 | $23,898.5 | 14.68% |
Ashley Meredith Abel Hall, LLC | 55,000 | $817,310 | $907,225 | $89,915 | 11% |
Mary C. Johnston Atlanta Consulting Group Advisors, LLC | 42,931 | $678,309.8 | $710,370.67 | $32,060.87 | 4.73% |