| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Kings Path Partners LLC Kings Path Partners LLC | 1,503 | $140,008.45 | $167,133.6 | $27,125.15 | 19.37% |
Kelly Dixon Cannon Financial Strategists, Inc. | 7,564 | $640,464.54 | $845,806.48 | $205,341.94 | 32.06% |
Fred Littlejohn LITTLEJOHN FINANCIAL SERVICES, INC. | 21,600 | $2.68M | $2.4M | -$282,469.66 | -10.52% |
Neisy Arnez Drucker Wealth 3.0, LLC | 7,943 | $657,064.66 | $883,261.6 | $226,196.94 | 34.43% |
Andrew Bowers BridgePort Financial Solutions, LLC | 5,176 | $547,644.7 | $575,571.2 | $27,926.5 | 5.1% |
Jonathan R. Weatherly Concord Asset Management, LLC/VA | 22,955 | $2.11M | $2.55M | $437,999.02 | 20.71% |
Carmen McClennon WR Wealth Planners, LLC | 29,288 | $1.48M | $3.26M | $1.78M | 120.05% |
Craig Small Symphony Financial Services, Inc. | 5,429 | $379,633.59 | $603,704.8 | $224,071.21 | 59.02% |
Nathan Edwards IMG Wealth Management, Inc. | 2,144 | $203,165.39 | $239,742.08 | $36,576.69 | 18% |
David A Rozenson Fairscale Capital, LLC | 4,378 | $374,250.11 | $489,547.96 | $115,297.85 | 30.81% |
| DMR Donna M Ryberg Smith Thornton Advisors LLC | 21,234 | $1.59M | $2.36M | $775,981.49 | 48.95% |
Scott Geppert Stonekeep Investments, LLC | 2,716 | $308,000 | $302,019.2 | -$5,980.8 | -1.94% |
Robin Gould Christensen, King & Associates Investment Services, Inc. | 1,990 | $194,625.71 | $221,288 | $26,662.29 | 13.7% |
| FFI FRANK FRIEDLER, III FreeGulliver LLC | 5,158 | $483,683.83 | $573,569.6 | $89,885.77 | 18.58% |
David Van Overeem RMR Capital Management, LLC | 18,834 | $989,726.7 | $2.09M | $1.1M | 111.61% |
| BCI Blue Capital Inc. Blue Capital, Inc. | 1,624 | $201,831 | $180,588.8 | -$21,242.2 | -10.52% |
| AJH Andrew J Hardin Hardin Capital Partners, LLC | 5,348 | $379,549.47 | $594,697.6 | $215,148.13 | 56.69% |
J. Derieck Hodges Anchor Pointe Wealth Management, LLC | 5,911 | $535,352 | $657,303.2 | $121,951.2 | 22.78% |
Jane King Fairfield Financial Advisors, LTD | 44,398 | $4.1M | $4.94M | $835,528.64 | 20.37% |
VESTIA PERSONAL WEALTH ADVISORS VESTIA PERSONAL WEALTH ADVISORS | 3,015 | $249,104.02 | $339,669.9 | $90,565.88 | 36.36% |