| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Jon Deven Mouton CAP Partners, LLC | 6,651 | $391,604.33 | $791,735.04 | $400,130.71 | 102.18% |
Integrity Wealth Solutions LLC Integrity Wealth Solutions LLC | 2,538 | $240,038.11 | $302,326.56 | $62,288.45 | 25.95% |
Oxford Wealth Group LLC Oxford Wealth Group, LLC | 6,055 | $476,819.63 | $715,701 | $238,881.37 | 50.1% |
Benjamin Carter Turtle Creek Wealth Advisors, LLC | 57,666 | $5.59M | $6.8M | $1.2M | 21.52% |
Taylor Wagner Valued Wealth Advisors LLC | 1,441 | $111,620.26 | $171,219.62 | $59,599.36 | 53.39% |
Steven JE Manders BKM Wealth Management, LLC | 20,208 | $1.41M | $2.4M | $993,679.9 | 70.41% |
| TSB Thomas S. Breitbach Vivid Wealth Management, LLC | 9,165 | $663,786.67 | $1.08M | $420,891.08 | 63.41% |
Cody Branson FLOYD FINANCIAL GROUP LLC | 16,187 | $1.51M | $1.92M | $405,969.78 | 26.81% |
| KK Katelyn Kappius Traction Financial Partners, LLC | 2,183 | $148,819.65 | $258,794.65 | $109,975 | 73.9% |
Andrew Schiff TRITONPOINT WEALTH, LLC | 111,967 | $6.15M | $13.27M | $7.12M | 115.88% |
Shotwell Rutter Baer Inc. Shotwell Rutter Baer Inc | 5,449 | $380,877.07 | $647,232.22 | $266,355.15 | 69.93% |
| KM Keith Mahan StoneCrest Wealth Management, Inc. | 1,834 | $148,095.5 | $217,053.9 | $68,958.4 | 46.56% |
Tracey Daigle ROBINSON SMITH WEALTH ADVISORS LLC | 2,133 | $208,565 | $252,131.26 | $43,566.26 | 20.89% |
Harold Williams PRECEDENT WEALTH PARTNERS, LLC | 7,877 | $447,877 | $937,481.15 | $489,604.15 | 109.32% |
Mark Fonville Fonville Wealth Management LLC | 5,371 | $442,202.19 | $639,202.71 | $197,000.52 | 44.55% |
| SPI Stonebrook Private Inc. Stonebrook Private Inc. | 37,928 | $2.14M | $4.49M | $2.35M | 109.49% |
| MG Melissa Glennie Capital Management Associates, Inc | 6,210 | $627,244.6 | $739,238.4 | $111,993.8 | 17.85% |
Anthony Blagrove Traveka Wealth, LLC | 8,081 | $588,073.01 | $962,262.85 | $374,189.84 | 63.63% |
Heidi Hargis WETZEL INVESTMENT ADVISORS, INC. | 15,410 | $1.08M | $1.84M | $762,207.69 | 70.75% |
Julie Beswick Advantage Trust Co | 33,137 | $3.72M | $3.95M | $227,872.85 | 6.13% |