| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Carmen McClennon WR Wealth Planners, LLC | 1,224 | $73,424.99 | $105,814.8 | $32,389.81 | 44.11% |
Matthew Richmond Richmond Investment Services, LLC | 2,744 | $222,633.97 | $237,218.8 | $14,584.83 | 6.55% |
Nathan Edwards IMG Wealth Management, Inc. | 222 | $18,346 | $19,366.17 | $1,020.17 | 5.56% |
David A Rozenson Fairscale Capital, LLC | 780 | $46,987 | $68,043.3 | $21,056.3 | 44.81% |
Chris Bulman Inc. Chris Bulman Inc | 4,390 | $352,353.76 | $379,515.5 | $27,161.74 | 7.71% |
| DMR Donna M Ryberg Smith Thornton Advisors LLC | 9,478 | $566,090.66 | $819,373.1 | $253,282.44 | 44.74% |
| AJH Andrew J Hardin Hardin Capital Partners, LLC | 12,093 | $718,462.33 | $1.05M | $326,977.52 | 45.51% |
Chad Warrick Summit Wealth Partners, LLC | 7,093 | $594,176.55 | $613,189.85 | $19,013.3 | 3.2% |
| AFI Aviso Financial Inc. Aviso Financial Inc. | 3,089 | $251,785.52 | $267,044.05 | $15,258.53 | 6.06% |
| CW Cathleen Wrisberg Convergence Financial, LLC | 7,132 | $537,199.54 | $635,960.44 | $98,760.9 | 18.38% |
| WBW William B. Walkup & Associates Inc. William B. Walkup & Associates, Inc. | 18,842 | $1.14M | $1.63M | $491,139.62 | 43.17% |
Christopher Plummer PROMETHIUM ADVISORS,LLC | 12,507 | $790,271.13 | $1.12M | $324,978.06 | 41.12% |
Greg Reidy Granite FO LLC | 108 | $6,101 | $9,336.6 | $3,235.6 | 53.03% |
John Gallagher Gallagher Capital Advisors, LLC | 4,983 | $411,780 | $444,334.11 | $32,554.11 | 7.91% |
Laurel Steward Mattson Financial Services, LLC | 11,468 | $958,372.6 | $991,408.6 | $33,036 | 3.45% |
Ariadne Wealth Management Ariadne Wealth Management, LP | 3,161 | $214,511.22 | $273,268.45 | $58,757.23 | 27.39% |
Bryan Gort Quest 10 Wealth Builders, Inc. | 832 | $59,031.2 | $71,926.4 | $12,895.2 | 21.84% |
Accelerate Investment Advisors LLC Accelerate Investment Advisors LLC | 3,841 | $227,322.8 | $332,054.45 | $104,731.65 | 46.07% |
| NWW New Wave Wealth Advisors LLC NEW WAVE WEALTH ADVISORS LLC | 5,068 | $350,566.83 | $438,128.6 | $87,561.77 | 24.98% |
Jesper Bonnivier Avanza Fonder AB | 9,961 | $928,365 | $861,128.45 | -$67,236.55 | -7.24% |