| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Donald Hatcher Solutions 4 Wealth, Ltd | 5,576 | $337,348 | $677,651.28 | $340,303.28 | 100.88% |
PETER KRUSSEL Southland Equity Partners LLC | 10,607 | $791,484.19 | $1.3M | $511,585.76 | 64.64% |
Oscar Spain JAMISON PRIVATE WEALTH MANAGEMENT, INC. | 4,073 | $292,965.73 | $515,153.04 | $222,187.31 | 75.84% |
Benjamin Carter Turtle Creek Wealth Advisors, LLC | 120 | $10,466.04 | $14,680.8 | $4,214.76 | 40.27% |
Taylor Wagner Valued Wealth Advisors LLC | 539 | $42,119.58 | $65,531.62 | $23,412.04 | 55.58% |
Andrew Schiff TRITONPOINT WEALTH, LLC | 24,535 | $1.56M | $3.1M | $1.54M | 98.79% |
Harold Williams PRECEDENT WEALTH PARTNERS, LLC | 4,376 | $523,020 | $553,476.48 | $30,456.48 | 5.82% |
Mark Fonville Fonville Wealth Management LLC | 5,249 | $347,996.74 | $644,839.65 | $296,842.91 | 85.3% |
| SPI Stonebrook Private Inc. Stonebrook Private Inc. | 2,010 | $140,751.72 | $254,224.8 | $113,473.08 | 80.62% |
| LHS Lori H. Snead MontVue Capital Management, Inc. | 49,280 | $3.14M | $5.98M | $2.84M | 90.28% |
| MG Melissa Glennie Capital Management Associates, Inc | 38,870 | $3.7M | $4.78M | $1.08M | 29.22% |
Julie Beswick Advantage Trust Co | 74,912 | $4.59M | $9.47M | $4.89M | 106.45% |
Cody Gehman Stonebridge Financial Group, LLC | 3,803 | $306,519.29 | $481,003.44 | $174,484.15 | 56.92% |
Curtis Burkholder Bare Financial Services, Inc | 7,841 | $552,587.59 | $959,267.94 | $406,680.35 | 73.6% |
BRADLEY LEWIS HRC WEALTH MANAGEMENT, LLC | 11,775 | $888,979.67 | $1.43M | $541,918.33 | 60.96% |
Kevin Stillman Evernest Financial Advisors, LLC | 2,273 | $198,251.06 | $287,489.04 | $89,237.98 | 45.01% |
Keisuke Ichihara Rakuten Securities, Inc. | 5,411 | $411,644.95 | $656,516.63 | $244,871.68 | 59.49% |
Joshua Stipcich Tidemark, LLC | 9,778 | $610,316.02 | $1.19M | $578,004.32 | 94.71% |
Rob C. Alston Jr Quadcap Wealth Management, LLC | 4,080 | $411,792.58 | $501,228 | $89,435.42 | 21.72% |
Andrea Butler Sequent Planning LLC | 11,043 | $762,466.85 | $1.4M | $634,251.79 | 83.18% |