| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Brandon Smith FLYWHEEL PRIVATE WEALTH LLC | 2,632 | $346,769.92 | $472,233.44 | $125,463.52 | 36.18% |
| CCA City Center Advisors LLC City Center Advisors, LLC | 10,947 | $1.75M | $1.96M | $217,058.51 | 12.42% |
| LCB Lawrence C. Busch Sage Capital Management, LLC | 1,920 | $220,334.77 | $344,486.4 | $124,151.63 | 56.35% |
| DWM Diversify Wealth Management LLC DIVERSIFY WEALTH MANAGEMENT, LLC | 3,839 | $620,881.47 | $688,908.55 | $68,027.08 | 10.96% |
Carmen McClennon WR Wealth Planners, LLC | 71 | $8,943.24 | $12,756.57 | $3,813.33 | 42.64% |
Craig Small Symphony Financial Services, Inc. | 2,066 | $251,005.77 | $370,681.72 | $119,675.95 | 47.68% |
Matthew Richmond Richmond Investment Services, LLC | 2,818 | $420,410.62 | $505,605.56 | $85,194.94 | 20.26% |
Nathan Edwards IMG Wealth Management, Inc. | 45 | $5,874 | $8,075.25 | $2,201.25 | 37.47% |
AMY TEH Arrowpoint Investment Partners (Singapore) Pte. Ltd. | 3,300 | $514,222 | $592,086 | $77,864 | 15.14% |
Chris Bulman Inc. Chris Bulman Inc | 1,721 | $235,099.64 | $308,816.24 | $73,716.6 | 31.36% |
Rana Choubah Meridian Financial Advisors, LLC | 2,308 | $246,012.81 | $414,170.6 | $168,157.79 | 68.35% |
Jane King Fairfield Financial Advisors, LTD | 26,168 | $3.48M | $4.7M | $1.22M | 34.94% |
Chad Warrick Summit Wealth Partners, LLC | 3,525 | $570,177 | $633,336.75 | $63,159.75 | 11.08% |
Samantha Cox Capital Investment Counsel, LLC | 19,261 | $2.72M | $3.48M | $754,689.27 | 27.74% |
Greg Reidy Granite FO LLC | 500 | $67,720 | $90,225 | $22,505 | 33.23% |
| NWW New Wave Wealth Advisors LLC NEW WAVE WEALTH ADVISORS LLC | 19,219 | $2.48M | $3.45M | $965,658.54 | 38.88% |
Barry Carpenter Cascades Capital Asset Management, LLC | 9,850 | $1.55M | $1.77M | $221,701.92 | 14.34% |
John Quinn Safe Harbor Fiduciary, LLC | 11,739 | $1.82M | $2.11M | $285,332.05 | 15.66% |
Paul V. Ryan Jr FLAGSHIP WEALTH ADVISORS, LLC | 585 | $78,488.56 | $105,106.95 | $26,618.39 | 33.91% |
David Levy Diversified Enterprises LLC | 1,331 | $196,333.94 | $239,140.77 | $42,806.83 | 21.8% |