| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| KM Keith Mahan StoneCrest Wealth Management, Inc. | 1,265 | $241,008 | $222,121.35 | -$18,886.65 | -7.84% |
Harold Williams PRECEDENT WEALTH PARTNERS, LLC | 1,840 | $180,873.85 | $323,085.6 | $142,211.75 | 78.62% |
Mark Fonville Fonville Wealth Management LLC | 3,087 | $319,535.27 | $555,413.04 | $235,877.77 | 73.82% |
| SPI Stonebrook Private Inc. Stonebrook Private Inc. | 24,834 | $2.93M | $4.47M | $1.53M | 52.29% |
| LHS Lori H. Snead MontVue Capital Management, Inc. | 71,280 | $6.9M | $12.82M | $5.92M | 85.74% |
| MG Melissa Glennie Capital Management Associates, Inc | 2,738 | $313,218.54 | $492,620.96 | $179,402.42 | 57.28% |
Heidi Hargis WETZEL INVESTMENT ADVISORS, INC. | 1,507 | $216,962.79 | $264,614.13 | $47,651.34 | 21.96% |
Cody Gehman Stonebridge Financial Group, LLC | 154,622 | $29.3M | $27.15M | -$2.15M | -7.32% |
Wayne Atkins VCI Wealth Management LLC | 9,590 | $1.12M | $1.73M | $607,336.84 | 54.32% |
Curtis Burkholder Bare Financial Services, Inc | 1,156 | $111,253.44 | $203,120.76 | $91,867.32 | 82.57% |
BRADLEY LEWIS HRC WEALTH MANAGEMENT, LLC | 7,238 | $856,558.38 | $1.3M | $445,774.89 | 52.04% |
Kevin Stillman Evernest Financial Advisors, LLC | 2,945 | $318,793.13 | $529,893.82 | $211,100.69 | 66.22% |
Keisuke Ichihara Rakuten Securities, Inc. | 769 | $98,710.92 | $135,028.71 | $36,317.79 | 36.79% |
Joshua Stipcich Tidemark, LLC | 4,180 | $431,743.22 | $733,966.2 | $302,222.98 | 70% |
Rob C. Alston Jr Quadcap Wealth Management, LLC | 54,157 | $5.36M | $9.52M | $4.16M | 77.51% |
Andrea Butler Sequent Planning LLC | 74,999 | $8.85M | $13.17M | $4.32M | 48.84% |
| PF Patricia France Gilliland Jeter Wealth Management LLC | 12,152 | $1.17M | $2.18M | $1.01M | 86.5% |
KURT TRAULSEN EVOLUTION WEALTH MANAGEMENT INC. | 264 | $33,426.1 | $46,355.76 | $12,929.66 | 38.68% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 14,131 | $1.63M | $2.48M | $851,860.43 | 52.23% |
| LR Lora Rommel EHRLICH FINANCIAL GROUP | 11,554 | $1.51M | $2.08M | $568,070.15 | 37.59% |