| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Bruce Wheadon Transce3nd, LLC | 10,203 | $716,435.01 | $896,843.7 | $180,408.69 | 25.18% |
Jade Eagles WEALTHGARDEN F.S. LLC | 27,488 | $2.09M | $2.42M | $329,642.45 | 15.8% |
Kenneth Bellavance Investment Planning Advisors, Inc. | 604,935 | $42.22M | $53.17M | $10.96M | 25.95% |
| AFL Abound Financial LLC ABOUND FINANCIAL, LLC | 171,027 | $13.09M | $15.63M | $2.54M | 19.4% |
Beth Steinhaus Breakwater Investment Management | 2,580 | $159,657.66 | $226,782 | $67,124.34 | 42.04% |
| VC Vernon Cushenbery Two West Capital Advisors LLC | 8,781 | $687,708.5 | $771,849.9 | $84,141.4 | 12.24% |
| YT Yoshifumi Taguchi Global X Japan Co., Ltd. | 10,628 | $826,054.84 | $934,201.2 | $108,146.36 | 13.09% |
Grant Carroll Strategic Financial Partners, Ltd. | 591,330 | $34.62M | $51.98M | $17.35M | 50.13% |
| CCA City Center Advisors LLC City Center Advisors, LLC | 2,856 | $224,625.05 | $251,042.4 | $26,417.35 | 11.76% |
| DWM Diversify Wealth Management LLC DIVERSIFY WEALTH MANAGEMENT, LLC | 68,442 | $5.23M | $6.02M | $789,543.18 | 15.11% |
Kerri Hicken FULLCIRCLE WEALTH LLC | 29,616 | $2.01M | $2.6M | $597,445.99 | 29.79% |
Neisy Arnez Drucker Wealth 3.0, LLC | 7,744 | $542,391.56 | $680,697.6 | $138,306.04 | 25.5% |
Jonathan R. Weatherly Concord Asset Management, LLC/VA | 20,782 | $1.34M | $1.83M | $490,861.33 | 36.74% |
Carmen McClennon WR Wealth Planners, LLC | 38,934 | $1.9M | $3.42M | $1.52M | 80.29% |
Matthew Richmond Richmond Investment Services, LLC | 246,875 | $18.9M | $21.7M | $2.8M | 14.84% |
Nathan Edwards IMG Wealth Management, Inc. | 59,209 | $4.76M | $5.39M | $630,992.67 | 13.26% |
Chris Bulman Inc. Chris Bulman Inc | 8,833 | $590,593.8 | $776,420.7 | $185,826.9 | 31.46% |
| FFI FRANK FRIEDLER, III FreeGulliver LLC | 9,429 | $598,499.53 | $858,039 | $259,539.47 | 43.37% |
Rana Choubah Meridian Financial Advisors, LLC | 77,729 | $4.74M | $6.83M | $2.1M | 44.26% |
| BCI Blue Capital Inc. Blue Capital, Inc. | 72,895 | $5.3M | $6.63M | $1.33M | 25.19% |