| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Steven JE Manders BKM Wealth Management, LLC | 23,613 | $2.08M | $2.36M | $280,736.37 | 13.49% |
Mark Fonville Fonville Wealth Management LLC | 84,970 | $7.52M | $8.5M | $977,583.5 | 13% |
| LHS Lori H. Snead MontVue Capital Management, Inc. | 4,860 | $422,940.61 | $486,097.19 | $63,156.58 | 14.93% |
| MG Melissa Glennie Capital Management Associates, Inc | 25,257 | $2.28M | $2.53M | $241,781.59 | 10.58% |
Anthony Blagrove Traveka Wealth, LLC | 56,090 | $4.95M | $5.61M | $661,674.29 | 13.37% |
Julie Beswick Advantage Trust Co | 4,288 | $397,544.01 | $428,885.75 | $31,341.74 | 7.88% |
Cody Gehman Stonebridge Financial Group, LLC | 3,498 | $315,203.59 | $349,869.95 | $34,666.36 | 11% |
Kent Keister Bear Mountain Capital, Inc. | 110,199 | $9.61M | $11.02M | $1.41M | 14.72% |
Curtis Burkholder Bare Financial Services, Inc | 1,434 | $120,786.4 | $143,428.68 | $22,642.28 | 18.75% |
Joshua Stipcich Tidemark, LLC | 310 | $27,425.42 | $31,006.2 | $3,580.78 | 13.06% |
Michelle Taylor BALANCED WEALTH GROUP LLC | 54,798 | $4.71M | $5.48M | $774,455.49 | 16.46% |
Arbor Wealth Advisors LLC Arbor Wealth Advisors LLC | 6,000 | $530,160 | $600,119.98 | $69,959.98 | 13.2% |
Rob Dainard Hara Capital LLC | 344 | $30,513 | $34,406.88 | $3,893.88 | 12.76% |
KURT TRAULSEN EVOLUTION WEALTH MANAGEMENT INC. | 271 | $24,038 | $27,105.42 | $3,067.42 | 12.76% |
JORDAN GREEN Valley Financial Group, Inc. | 6,539 | $577,618 | $654,030.76 | $76,412.76 | 13.23% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 3,867 | $345,014.42 | $386,777.33 | $41,762.91 | 12.1% |
Discipline Wealth Solutions LLC Discipline Wealth Solutions, LLC | 99,406 | $8.82M | $9.94M | $1.12M | 12.68% |
Matthew Stead Sachetta, LLC | 1,249 | $111,405.66 | $124,924.98 | $13,519.32 | 12.14% |
| JWM JPL Wealth Management LLC JPL Wealth Management, LLC | 150 | $13,305 | $15,003 | $1,698 | 12.76% |
Signal Advisors Wealth LLC Signal Advisors Wealth, LLC | 6,281 | $556,492.27 | $628,225.6 | $71,733.33 | 12.89% |