| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Mark Fonville Fonville Wealth Management LLC | 39,542 | $934,004.04 | $1.28M | $350,122.41 | 37.49% |
| MG Melissa Glennie Capital Management Associates, Inc | 18,924 | $444,041.6 | $614,462.28 | $170,420.68 | 38.38% |
Julie Beswick Advantage Trust Co | 5,620 | $203,051 | $181,807 | -$21,244 | -10.46% |
Kevin Stillman Evernest Financial Advisors, LLC | 21,668 | $568,495.26 | $702,151.54 | $133,656.28 | 23.51% |
Rob C. Alston Jr Quadcap Wealth Management, LLC | 16,974 | $442,483.16 | $544,356.18 | $101,873.02 | 23.02% |
Andrea Butler Sequent Planning LLC | 89,561 | $2.62M | $2.88M | $258,412.75 | 9.85% |
KURT TRAULSEN EVOLUTION WEALTH MANAGEMENT INC. | 738 | $22,137.49 | $23,800.5 | $1,663.01 | 7.51% |
Christopher Bradford PFC CAPITAL GROUP, INC. | 355 | $10,118.65 | $11,464.72 | $1,346.07 | 13.3% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 7,037 | $196,853.97 | $225,113.63 | $28,259.66 | 14.36% |
PATRICK M SWEENEY PATRICK M SWEENEY & ASSOCIATES, INC | 16,643 | $426,934.31 | $539,566.06 | $112,631.75 | 26.38% |
| CPA Clear Point Advisors Inc. Clear Point Advisors Inc. | 32,517 | $770,060.74 | $1.05M | $281,213.87 | 36.52% |
Matthew Stead Sachetta, LLC | 8,997 | $215,393.96 | $290,378.17 | $74,984.21 | 34.81% |
| JWM JPL Wealth Management LLC JPL Wealth Management, LLC | 12,808 | $300,091.44 | $416,131.92 | $116,040.48 | 38.67% |
Adam Colby Wealth Group Ltd | 73,919 | $1.69M | $2.38M | $693,080.29 | 41.12% |
Signal Advisors Wealth LLC Signal Advisors Wealth, LLC | 15,258 | $400,394.79 | $488,637.45 | $88,242.66 | 22.04% |
Focus Financial Network Inc. Focus Financial Network, Inc. | 381,031 | $8.1M | $12.17M | $4.07M | 50.33% |
Matthew Cochran Atlantic Edge Private Wealth Management, LLC | 1,000 | $23,621.21 | $32,020 | $8,398.79 | 35.56% |
Michael Herman Apollon Financial, LLC | 7,884 | $226,831 | $253,628.28 | $26,797.28 | 11.81% |
Kelly Richert Clayton Financial Group LLC | 48 | $1,567 | $1,544.64 | -$22.36 | -1.43% |
Elizabeth Parks VOISARD ASSET MANAGEMENT GROUP, INC. | 24,422 | $576,847.64 | $793,348.67 | $216,501.03 | 37.53% |