| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| HAS Hayley A. Snell LRI Investments, LLC | 615 | $141,413 | $180,739.27 | $39,326.27 | 27.81% |
David Millar Gen-Wealth Partners Inc | 565 | $134,727.67 | $166,542.22 | $31,814.55 | 23.61% |
Lee Larson Everstar Asset Management, LLC | 1,625 | $462,133.46 | $478,920 | $16,786.54 | 3.63% |
Bret A Rodabaugh ALEXANDER LABRUNERIE & CO., INC. | 8,429 | $2.18M | $2.48M | $301,114.23 | 13.79% |
Dodd Disler Sagace Wealth Management LLC | 16,320 | $4.41M | $4.81M | $404,922.5 | 9.19% |
Grant Carroll Strategic Financial Partners, Ltd. | 2,851 | $498,262.89 | $840,375.01 | $342,112.12 | 68.66% |
Argentarii LLC Argentarii, LLC | 1,294 | $365,027.61 | $381,425.91 | $16,398.3 | 4.49% |
| DWM Diversify Wealth Management LLC DIVERSIFY WEALTH MANAGEMENT, LLC | 1,423 | $366,209.05 | $419,059.27 | $52,850.22 | 14.43% |
Carmen McClennon WR Wealth Planners, LLC | 2,251 | $462,298.54 | $662,806.95 | $200,508.41 | 43.37% |
Matthew Richmond Richmond Investment Services, LLC | 2,608 | $704,746.62 | $768,747.12 | $64,000.5 | 9.08% |
Nathan Edwards IMG Wealth Management, Inc. | 81 | $22,610 | $23,853.69 | $1,243.69 | 5.5% |
David A Rozenson Fairscale Capital, LLC | 4,375 | $1.05M | $1.29M | $240,060.16 | 22.9% |
Serena Grunenwald GEN Financial Management, INC. | 1,640 | $416,150.43 | $483,414.6 | $67,264.17 | 16.16% |
Rana Choubah Meridian Financial Advisors, LLC | 8,336 | $2.11M | $2.45M | $345,472.85 | 16.38% |
J. Derieck Hodges Anchor Pointe Wealth Management, LLC | 6,730 | $1.72M | $1.98M | $265,434.7 | 15.46% |
Bryan Gort Quest 10 Wealth Builders, Inc. | 405 | $102,769.17 | $119,252.25 | $16,483.08 | 16.04% |
Teresa Coleman Creekside Partners | 1,492 | $342,959.22 | $439,319.4 | $96,360.18 | 28.1% |
Paul V. Ryan Jr FLAGSHIP WEALTH ADVISORS, LLC | 295 | $75,176.32 | $86,862.75 | $11,686.43 | 15.55% |
Matthew Riley Hickory Point Bank & Trust | 427 | $109,889 | $125,243.37 | $15,354.37 | 13.97% |
| MWA Martel Wealth Advisors Inc. Martel Wealth Advisors Inc. | 975 | $214,086.53 | $287,382.71 | $73,296.18 | 34.24% |