| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
PETER KRUSSEL Southland Equity Partners LLC | 17,264 | $956,569.34 | $1.4M | $440,951.46 | 46.1% |
Jon Deven Mouton CAP Partners, LLC | 51,814 | $3.18M | $4.19M | $1.02M | 32.04% |
Benjamin Carter Turtle Creek Wealth Advisors, LLC | 8,062 | $565,213.82 | $652,618.9 | $87,405.08 | 15.46% |
Steven JE Manders BKM Wealth Management, LLC | 74,696 | $4.45M | $6.05M | $1.6M | 35.9% |
| KK Katelyn Kappius Traction Financial Partners, LLC | 15,360 | $1.01M | $1.28M | $268,987.6 | 26.51% |
Andrew Schiff TRITONPOINT WEALTH, LLC | 39,988 | $2.63M | $3.31M | $680,763.75 | 25.91% |
Brad Sayre Shared Vision Wealth Group LLC | 24,744 | $1.91M | $2M | $91,595.57 | 4.79% |
Tracey Daigle ROBINSON SMITH WEALTH ADVISORS LLC | 5,936 | $478,264 | $480,519.2 | $2,255.2 | 0.47% |
Mark Fonville Fonville Wealth Management LLC | 114,370 | $6.9M | $9.26M | $2.36M | 34.12% |
| LHS Lori H. Snead MontVue Capital Management, Inc. | 6,284 | $365,477.44 | $508,689.8 | $143,212.36 | 39.19% |
| MG Melissa Glennie Capital Management Associates, Inc | 80,127 | $5.52M | $6.49M | $968,937.67 | 17.56% |
Heidi Hargis WETZEL INVESTMENT ADVISORS, INC. | 26,756 | $1.76M | $2.17M | $405,762.16 | 23.05% |
Julie Beswick Advantage Trust Co | 368,074 | $23.56M | $29.8M | $6.24M | 26.49% |
Cody Gehman Stonebridge Financial Group, LLC | 9,523 | $649,665.09 | $770,886.85 | $121,221.76 | 18.66% |
Kent Keister Bear Mountain Capital, Inc. | 669,702 | $39.62M | $54.21M | $14.6M | 36.84% |
Kevin Stillman Evernest Financial Advisors, LLC | 14,360 | $1.03M | $1.18M | $148,482.4 | 14.4% |
Joshua Stipcich Tidemark, LLC | 1,596 | $128,590 | $131,973.24 | $3,383.24 | 2.63% |
Rob C. Alston Jr Quadcap Wealth Management, LLC | 6,231 | $381,988.18 | $504,399.45 | $122,411.27 | 32.05% |
Michelle Taylor BALANCED WEALTH GROUP LLC | 3,500 | $207,084.42 | $289,415 | $82,330.58 | 39.76% |
Melissa Phillips EAGLE WEALTH STRATEGIES LLC | 19,716 | $1.33M | $1.6M | $269,366.63 | 20.3% |