| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Carmen McClennon WR Wealth Planners, LLC | 250 | $9,741.85 | $11,666.25 | $1,924.4 | 19.75% |
Nathan Edwards IMG Wealth Management, Inc. | 6 | $299 | $283.74 | -$15.26 | -5.1% |
David A Rozenson Fairscale Capital, LLC | 3,503 | $136,091.55 | $165,148.93 | $29,057.38 | 21.35% |
| AJH Andrew J Hardin Hardin Capital Partners, LLC | 54,877 | $2.13M | $2.5M | $367,169.23 | 17.21% |
J. Derieck Hodges Anchor Pointe Wealth Management, LLC | 4,960 | $215,117 | $231,036.8 | $15,919.8 | 7.4% |
Eric Schmid Ted Buchan & Co | 33,285 | $1.42M | $1.55M | $132,163.23 | 9.34% |
| CW Cathleen Wrisberg Convergence Financial, LLC | 7,580 | $320,288.66 | $356,297.9 | $36,009.24 | 11.24% |
| WBW William B. Walkup & Associates Inc. William B. Walkup & Associates, Inc. | 27,169 | $1.06M | $1.28M | $222,300.16 | 21.06% |
Bryan Gort Quest 10 Wealth Builders, Inc. | 834 | $40,970.73 | $39,494.07 | -$1,476.66 | -3.6% |
| NWW New Wave Wealth Advisors LLC NEW WAVE WEALTH ADVISORS LLC | 8,562 | $369,090.17 | $409,306.41 | $40,216.24 | 10.9% |
Jesper Bonnivier Avanza Fonder AB | 116,670 | $5.19M | $5.49M | $297,546.95 | 5.73% |
Barry Carpenter Cascades Capital Asset Management, LLC | 6,118 | $263,847.93 | $290,084.97 | $26,237.04 | 9.94% |
Paul V. Ryan Jr FLAGSHIP WEALTH ADVISORS, LLC | 1,308 | $58,641.62 | $61,580.64 | $2,939.02 | 5.01% |
Tuomas Suomela S-Bank Fund Management Ltd | 6,139 | $305,845 | $289,392.46 | -$16,452.54 | -5.38% |
Taryn Anderson YANKCOM Partnership | 16,116 | $705,563.88 | $750,522.12 | $44,958.24 | 6.37% |
David Levy Diversified Enterprises LLC | 4,195 | $208,995 | $197,731.32 | -$11,263.68 | -5.39% |
Pines Wealth Management LLC Pines Wealth Management LLC | 13,533 | $580,665.11 | $642,817.5 | $62,152.39 | 10.7% |
Timonier Family Office Ltd. Timonier Family Office Ltd. | 5,941 | $257,720.62 | $275,900.04 | $18,179.42 | 7.05% |
Matthew Riley Hickory Point Bank & Trust | 1,022 | $46,981 | $48,100.43 | $1,119.43 | 2.38% |
Code Waechter LLC Code Waechter LLC | 14,400 | $614,713.82 | $679,896 | $65,182.18 | 10.6% |