| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Andrew Agosta Prosperity Financial Group, Inc. | 45,648 | $3.39M | $5.91M | $2.52M | 74.4% |
Elliot Kallen Prosperity Wealth Management, Inc. | 2,387 | $234,690 | $308,997.15 | $74,307.15 | 31.66% |
Christopher C. Powers Farther Finance Advisors, LLC | 4,935 | $475,471.95 | $638,835.75 | $163,363.8 | 34.36% |
Peter David N Soliman Second Line Capital, LLC | 3,516 | $270,872.6 | $455,146.2 | $184,273.6 | 68.03% |
Dina Fliss Global View Capital Management LLC | 10,068 | $810,527.86 | $1.3M | $492,774.74 | 60.8% |
| SPS Sean P. Skuja QRG CAPITAL MANAGEMENT, INC. | 5,849 | $615,382.87 | $757,153.05 | $141,770.18 | 23.04% |
Jay Annis Annis Gardner Whiting Capital Advisors, LLC | 583 | $57,321.24 | $75,469.35 | $18,148.11 | 31.66% |
Courtney Haddad Concurrent Investment Advisors, LLC | 40,488 | $3.55M | $5.24M | $1.69M | 47.47% |
KKM Financial LLC KKM Financial LLC | 3,882 | $377,137.09 | $502,524.9 | $125,387.81 | 33.25% |
Amir Har-El Savvy Advisors, Inc. | 7,137 | $752,304.48 | $923,884.65 | $171,580.17 | 22.81% |
Uptick Partners LLC UPTICK PARTNERS, LLC | 4,249 | $425,088.73 | $550,033.05 | $124,944.32 | 29.39% |
Phillip G. Trueblood Trueblood Wealth Management, LLC | 9,327 | $560,712.78 | $1.21M | $646,667.37 | 115.33% |
Twin Peaks Wealth Advisors LLC TWIN PEAKS WEALTH ADVISORS, LLC | 1,112 | $123,187 | $143,948.4 | $20,761.4 | 16.85% |
PETER KRUSSEL Southland Equity Partners LLC | 2,283 | $174,454.55 | $295,534.35 | $121,079.8 | 69.4% |
Oxford Wealth Group LLC Oxford Wealth Group, LLC | 35,195 | $3.46M | $4.56M | $1.1M | 31.66% |
| KK Katelyn Kappius Traction Financial Partners, LLC | 23,752 | $2.63M | $3.07M | $443,449.4 | 16.85% |
| MF Michael Fogarty Foundry Financial Group, Inc. | 33,196 | $3.68M | $4.3M | $620,433.12 | 16.87% |
Harold Williams PRECEDENT WEALTH PARTNERS, LLC | 83,322 | $6.95M | $10.79M | $3.84M | 55.24% |
Joshua Stipcich Tidemark, LLC | 4,461 | $331,368.79 | $577,476.45 | $246,107.66 | 74.27% |
Rob C. Alston Jr Quadcap Wealth Management, LLC | 56,338 | $4.21M | $7.29M | $3.08M | 73.13% |