| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Courtney Holt Compound Planning, Inc. | 7,351 | $205,687.25 | $237,768.09 | $32,080.84 | 15.6% |
| MRC Martin R. Curiel MYECFO, LLC | 27,746 | $687,861.12 | $897,444.37 | $209,583.25 | 30.47% |
John Hayes LongView Wealth Management | 199,378 | $5.15M | $6.49M | $1.34M | 26.07% |
Christopher C. Powers Farther Finance Advisors, LLC | 62,429 | $1.77M | $2.03M | $264,644.9 | 14.98% |
Christopher Barr Red Mountain Financial, LLC | 141,892 | $3.61M | $4.59M | $971,844.82 | 26.89% |
James Rankin Modern Wealth Management, LLC | 335,129 | $9.3M | $10.84M | $1.55M | 16.63% |
BRUCE G ALLEN Bruce G. Allen Investments, LLC | 8,833 | $222,043.18 | $285,615.05 | $63,571.87 | 28.63% |
Rob Dainard Hara Capital LLC | 3,870 | $101,277.99 | $125,252.55 | $23,974.56 | 23.67% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 4,953 | $114,463.58 | $160,279.08 | $45,815.5 | 40.03% |
Jody White Farrow Financial Inc. | 124,338 | $3.79M | $4.02M | $236,389.75 | 6.24% |
Jay David Franklin Clarity Capital Advisors, LLC | 14,577 | $358,448.9 | $471,784.6 | $113,335.7 | 31.62% |
| RJ Rebecca Judd Pathstone Holdings, LLC | 103,110 | $2.54M | $3.34M | $801,680.35 | 31.62% |
James J. Karabas Embree Financial Group | 50,035 | $1.26M | $1.61M | $347,863.75 | 27.55% |
Beth Steinhaus Breakwater Investment Management | 1,463 | $36,725.91 | $47,349.99 | $10,624.08 | 28.93% |
| OFS OMC Financial Services Ltd. OMC Financial Services Ltd. | 166,350 | $4.62M | $5.38M | $762,768.66 | 16.51% |
| MWA Merkkuri Wealth Advisors LLC Merkkuri Wealth Advisors LLC | 1,380 | $43,706 | $44,663.7 | $957.7 | 2.19% |
| WCL Wolfstich Capital LLC Wolfstich Capital LLC | 71,217 | $1.95M | $2.32M | $373,370.89 | 19.17% |
| MWG Martin Worley Group Martin Worley Group | 181,686 | $4.25M | $5.92M | $1.67M | 39.31% |
| MP Megan Parrish Berkeley Inc. | 34,208 | $826,127.25 | $1.11M | $287,172.11 | 34.76% |
Camaron Barta BXM Wealth LLC | 11,630 | $328,566.05 | $378,498.35 | $49,932.3 | 15.2% |