| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Bryan Gort Quest 10 Wealth Builders, Inc. | 1,355 | $245,071.97 | $387,015.1 | $141,943.13 | 57.92% |
Accelerate Investment Advisors LLC Accelerate Investment Advisors LLC | 1,717 | $335,564.13 | $490,117.65 | $154,553.52 | 46.06% |
Dennis Mason VISTA INVESTMENT PARTNERS II, LLC | 2,209 | $418,808.36 | $626,030.58 | $207,222.22 | 49.48% |
Jesper Bonnivier Avanza Fonder AB | 3,329 | $760,643.1 | $948,631.84 | $187,988.74 | 24.71% |
Barry Carpenter Cascades Capital Asset Management, LLC | 5,690 | $1.13M | $1.62M | $494,937.13 | 43.98% |
Heritage Oak Wealth Advisors LLC HERITAGE OAK WEALTH ADVISORS LLC | 1,365 | $298,893.84 | $388,315.2 | $89,421.36 | 29.92% |
Gregory A. Brown Brown Financial Advisors | 2,070 | $358,180.76 | $590,964.3 | $232,783.54 | 64.99% |
JAMES ELIOS Elios Financial Group Inc. | 2,552 | $504,010.39 | $723,070.92 | $219,060.53 | 43.46% |
Cass A. Gilbert Gilbert Capital Group, Inc. | 3,917 | $730,037.59 | $1.13M | $401,407.44 | 54.98% |
TIMOTHY BURKETT KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT | 1,153 | $233,124.08 | $328,576.17 | $95,452.09 | 40.94% |
Teresa Coleman Creekside Partners | 1,930 | $331,033.96 | $552,887.1 | $221,853.14 | 67.02% |
John Quinn Safe Harbor Fiduciary, LLC | 8,362 | $1.86M | $2.41M | $552,024.8 | 29.74% |
Paul V. Ryan Jr FLAGSHIP WEALTH ADVISORS, LLC | 5,034 | $1.14M | $1.43M | $299,436.57 | 26.38% |
Tuomas Suomela S-Bank Fund Management Ltd | 10,822 | $2.39M | $3.08M | $692,016.15 | 28.98% |
Melissa Flynn MCCARTER PRIVATE WEALTH SERVICES LLC | 7,697 | $1.62M | $2.2M | $573,759.37 | 35.33% |
Taryn Anderson YANKCOM Partnership | 10,217 | $1.86M | $2.9M | $1.04M | 55.76% |
David Levy Diversified Enterprises LLC | 12,729 | $2.65M | $3.63M | $978,212.55 | 36.9% |
Pines Wealth Management LLC Pines Wealth Management LLC | 7,808 | $1.45M | $2.23M | $780,931.18 | 53.93% |
Caleb Pearson Compass Financial Services Inc. | 1,242 | $224,431.07 | $358,372.89 | $133,941.82 | 59.68% |
Matthew Riley Hickory Point Bank & Trust | 974 | $225,519.5 | $277,551.04 | $52,031.54 | 23.07% |