| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Kelly Dixon Cannon Financial Strategists, Inc. | 34,527 | $6.67M | $8.63M | $1.96M | 29.33% |
Neisy Arnez Drucker Wealth 3.0, LLC | 1,765 | $322,123.65 | $431,771.95 | $109,648.3 | 34.04% |
Matthew Richmond Richmond Investment Services, LLC | 1,558 | $304,266.19 | $381,133.54 | $76,867.35 | 25.26% |
| GHH Grace H. Holt GG Group Ventures, LLC | 1,053 | $197,848.37 | $257,595.39 | $59,747.02 | 30.2% |
David A Rozenson Fairscale Capital, LLC | 679 | $134,072.63 | $169,620.99 | $35,548.36 | 26.51% |
| DMR Donna M Ryberg Smith Thornton Advisors LLC | 2,602 | $474,917 | $636,527.26 | $161,610.26 | 34.03% |
Rana Choubah Meridian Financial Advisors, LLC | 5,969 | $1.07M | $1.46M | $387,616.45 | 36.14% |
David Van Overeem RMR Capital Management, LLC | 10,260 | $1.89M | $2.51M | $615,070.85 | 32.46% |
| AJH Andrew J Hardin Hardin Capital Partners, LLC | 2,301 | $429,635.71 | $562,893.63 | $133,257.92 | 31.02% |
J. Derieck Hodges Anchor Pointe Wealth Management, LLC | 10,029 | $1.98M | $2.45M | $471,550.27 | 23.79% |
VESTIA PERSONAL WEALTH ADVISORS VESTIA PERSONAL WEALTH ADVISORS | 1,494 | $274,418.5 | $373,216.14 | $98,797.64 | 36% |
| TAL TPG Advisors LLC TPG Advisors LLC | 1,778 | $359,524.92 | $434,952.14 | $75,427.22 | 20.98% |
Greg Reidy Granite FO LLC | 1,055 | $167,553.71 | $258,084.65 | $90,530.94 | 54.03% |
David Maddux Brightwater Advisory LLC | 1,688 | $303,980.49 | $421,679.28 | $117,698.79 | 38.72% |
Ariadne Wealth Management Ariadne Wealth Management, LP | 2,145 | $399,561.48 | $536,335.8 | $136,774.32 | 34.23% |
Bryan Gort Quest 10 Wealth Builders, Inc. | 316 | $62,624.69 | $77,303.08 | $14,678.39 | 23.44% |
TIMOTHY BURKETT KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT | 3,494 | $625,617.62 | $854,737.22 | $229,119.6 | 36.62% |
Teresa Coleman Creekside Partners | 29,291 | $5.39M | $7.17M | $1.78M | 33.01% |
Paul V. Ryan Jr FLAGSHIP WEALTH ADVISORS, LLC | 53 | $12,878 | $12,965.39 | $87.39 | 0.68% |
David Levy Diversified Enterprises LLC | 7,862 | $1.54M | $1.92M | $379,862.1 | 24.61% |