| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Benjamin Carter Turtle Creek Wealth Advisors, LLC | 375 | $112,069 | $133,458.75 | $21,389.75 | 19.09% |
Steven JE Manders BKM Wealth Management, LLC | 1,082 | $236,098.26 | $384,618.54 | $148,520.28 | 62.91% |
Mark Fonville Fonville Wealth Management LLC | 702 | $216,262.64 | $249,539.94 | $33,277.3 | 15.39% |
| LHS Lori H. Snead MontVue Capital Management, Inc. | 4,407 | $961,387 | $1.56M | $602,525.09 | 62.67% |
| MG Melissa Glennie Capital Management Associates, Inc | 5,581 | $1.43M | $1.98M | $548,947.59 | 38.27% |
Julie Beswick Advantage Trust Co | 1,930 | $422,294.26 | $684,928.05 | $262,633.79 | 62.19% |
Curtis Burkholder Bare Financial Services, Inc | 286 | $81,595.97 | $101,784.54 | $20,188.57 | 24.74% |
Joshua Stipcich Tidemark, LLC | 71 | $18,188.78 | $25,205 | $7,016.22 | 38.57% |
Rob C. Alston Jr Quadcap Wealth Management, LLC | 4,147 | $937,892.66 | $1.46M | $524,940.85 | 55.97% |
KURT TRAULSEN EVOLUTION WEALTH MANAGEMENT INC. | 325 | $99,301.4 | $115,358.75 | $16,057.35 | 16.17% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 822 | $238,124.68 | $291,727.79 | $53,603.11 | 22.51% |
Craig Silberg EVERPAR ADVISORS LLC | 2,623 | $612,845.93 | $927,545.26 | $314,699.33 | 51.35% |
| JWM JPL Wealth Management LLC JPL Wealth Management, LLC | 440 | $131,494 | $156,591.6 | $25,097.6 | 19.09% |
Neil Greenspan Fielder Capital Group LLC | 811 | $255,302.95 | $286,785.82 | $31,482.87 | 12.33% |
Chandler te Velde Maia Wealth LLC | 898 | $236,713.17 | $317,151.15 | $80,437.98 | 33.98% |
Signal Advisors Wealth LLC Signal Advisors Wealth, LLC | 2,044 | $677,630.07 | $720,214.01 | $42,583.94 | 6.28% |
Focus Financial Network Inc. Focus Financial Network, Inc. | 3,079 | $731,218.67 | $1.08M | $349,618.09 | 47.81% |
Eaton-Cambridge Inc. Eaton-Cambridge Inc. | 1,715 | $519,005.56 | $609,090.82 | $90,085.26 | 17.36% |
Matthew Cochran Atlantic Edge Private Wealth Management, LLC | 93 | $25,083 | $32,748.09 | $7,665.09 | 30.56% |
Jessica Riley Hale GC Wealth Management RIA, LLC | 810 | $242,069 | $284,974.2 | $42,905.2 | 17.72% |