| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| TJM Tyler J McMurray VISIONARY HORIZONS, LLC | 2,530 | $429,796 | $494,412.6 | $64,616.6 | 15.03% |
Amir Har-El Savvy Advisors, Inc. | 12,828 | $1.69M | $2.35M | $658,923.18 | 38.89% |
Ann Keitner Quantum Portfolio Management LLC | 122 | $20,725 | $23,841.24 | $3,116.24 | 15.04% |
David W. Lewis Lewis Asset Management, LLC | 994 | $202,368 | $194,247.48 | -$8,120.52 | -4.01% |
Andrea N. Thompson WEST PACES ADVISORS INC. | 505 | $85,789 | $91,940.3 | $6,151.3 | 7.17% |
Owen McCabe Tyche Wealth Partners LLC | 1,241 | $210,742 | $242,516.22 | $31,774.22 | 15.08% |
United Advisor Group LLC United Advisor Group, LLC | 4,357 | $740,167 | $851,444.94 | $111,277.94 | 15.03% |
Jeff Ramsey Quotient Wealth Partners, LLC | 4,393 | $459,337.77 | $858,480.06 | $399,142.29 | 86.9% |
CARL LYMANGOOD Petros Family Wealth, LLC | 2,996 | $303,616.4 | $585,478.32 | $281,861.92 | 92.83% |
Gabriel M. Gallante Rockline Wealth Management, LLC | 16,579 | $2.14M | $3.07M | $924,948.19 | 43.13% |
Twin Peaks Wealth Advisors LLC TWIN PEAKS WEALTH ADVISORS, LLC | 1,282 | $157,394.28 | $250,528.44 | $93,134.16 | 59.17% |
Jon Deven Mouton CAP Partners, LLC | 5,369 | $593,435.29 | $1.05M | $455,774.69 | 76.8% |
Benjamin Carter Turtle Creek Wealth Advisors, LLC | 8,766 | $1.26M | $1.63M | $362,720.95 | 28.69% |
Taylor Wagner Valued Wealth Advisors LLC | 113 | $14,159.2 | $20,806.69 | $6,647.49 | 46.95% |
| TSB Thomas S. Breitbach Vivid Wealth Management, LLC | 18,573 | $1.51M | $3.43M | $1.92M | 127.23% |
Darin Sadow Freestone Grove Partners LP | 340,433 | $57.83M | $62.36M | $4.52M | 7.82% |
Andrew Schiff TRITONPOINT WEALTH, LLC | 1,525 | $259,101 | $298,015.5 | $38,914.5 | 15.02% |
Dane Grouell Turning Point Benefit Group, Inc. | 3,106 | $405,015.73 | $575,433.09 | $170,417.36 | 42.08% |
Tracey Daigle ROBINSON SMITH WEALTH ADVISORS LLC | 1,454 | $150,422.77 | $267,470.57 | $117,047.8 | 77.81% |
Harold Williams PRECEDENT WEALTH PARTNERS, LLC | 1,310 | $222,490 | $256,000.2 | $33,510.2 | 15.06% |