| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Josephine Lee New Insight Wealth Advisors | 743 | $176,347.93 | $219,571.35 | $43,223.42 | 24.51% |
Marshall Investment Management LLC MARSHALL INVESTMENT MANAGEMENT, LLC | 300 | $77,205.19 | $94,206 | $17,000.81 | 22.02% |
| SPC Spirepoint Private Client LLC SPIREPOINT PRIVATE CLIENT, LLC | 2,098 | $532,368 | $620,000.94 | $87,632.94 | 16.46% |
| HAS Hayley A. Snell LRI Investments, LLC | 615 | $141,413 | $181,744.79 | $40,331.79 | 28.52% |
David Millar Gen-Wealth Partners Inc | 565 | $134,727.67 | $172,997.35 | $38,269.68 | 28.41% |
Lee Larson Everstar Asset Management, LLC | 1,625 | $462,133.46 | $480,219.98 | $18,086.52 | 3.91% |
Bret A Rodabaugh ALEXANDER LABRUNERIE & CO., INC. | 8,429 | $2.18M | $2.49M | $307,857.35 | 14.1% |
Dodd Disler Sagace Wealth Management LLC | 16,320 | $4.41M | $4.82M | $417,243.94 | 9.47% |
Grant Carroll Strategic Financial Partners, Ltd. | 2,851 | $498,262.89 | $842,527.49 | $344,264.6 | 69.09% |
Kara Lilian Lynx Investment Advisory | 1,699 | $520,404 | $502,088.46 | -$18,315.54 | -3.52% |
Argentarii LLC Argentarii, LLC | 1,271 | $358,485.86 | $394,073.53 | $35,587.67 | 9.93% |
| DWM Diversify Wealth Management LLC DIVERSIFY WEALTH MANAGEMENT, LLC | 1,437 | $370,335.38 | $424,662.23 | $54,326.85 | 14.67% |
Carmen McClennon WR Wealth Planners, LLC | 2,251 | $462,298.54 | $665,215.5 | $202,916.96 | 43.89% |
Matthew Richmond Richmond Investment Services, LLC | 1,109 | $315,313.84 | $327,731.67 | $12,417.83 | 3.94% |
Nathan Edwards IMG Wealth Management, Inc. | 81 | $22,610 | $24,801.39 | $2,191.39 | 9.69% |
David A Rozenson Fairscale Capital, LLC | 4,277 | $1.02M | $1.31M | $284,723.71 | 27.78% |
Serena Grunenwald GEN Financial Management, INC. | 1,640 | $416,150.43 | $484,652.78 | $68,502.35 | 16.46% |
Rana Choubah Meridian Financial Advisors, LLC | 8,059 | $2.04M | $2.38M | $342,726.48 | 16.81% |
J. Derieck Hodges Anchor Pointe Wealth Management, LLC | 6,730 | $1.72M | $1.99M | $272,366.53 | 15.87% |
Bryan Gort Quest 10 Wealth Builders, Inc. | 403 | $102,261.67 | $119,094.56 | $16,832.89 | 16.46% |