| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Courtney Haddad Concurrent Investment Advisors, LLC | 167,301 | $12.26M | $15.04M | $2.78M | 22.66% |
Mark Petersen Prosperitas Financial LLC | 5,096 | $414,619.21 | $457,620.8 | $43,001.59 | 10.37% |
James Rankin Modern Wealth Management, LLC | 809,026 | $64.88M | $72.72M | $7.84M | 12.09% |
KKM Financial LLC KKM Financial LLC | 6,666 | $426,808.32 | $598,606.8 | $171,798.48 | 40.25% |
Derek Ripp Austin Wealth Management, LLC | 3,733 | $321,893 | $335,223.4 | $13,330.4 | 4.14% |
| TJM Tyler J McMurray VISIONARY HORIZONS, LLC | 9,898 | $627,061.44 | $896,857.78 | $269,796.34 | 43.03% |
Amir Har-El Savvy Advisors, Inc. | 39,154 | $3.22M | $3.52M | $294,309.43 | 9.13% |
Owen McCabe Tyche Wealth Partners LLC | 5,564 | $472,077 | $500,120.14 | $28,043.14 | 5.94% |
William Ramsay Financial Symmetry Inc | 143,387 | $9.03M | $12.79M | $3.76M | 41.61% |
CARL LYMANGOOD Petros Family Wealth, LLC | 78,446 | $6.07M | $7.05M | $985,118.58 | 16.24% |
Uptick Partners LLC UPTICK PARTNERS, LLC | 26,807 | $2.23M | $2.41M | $183,732.04 | 8.25% |
Jeffrey McGrath Cetera Trust Company, N.A | 29,437 | $1.78M | $2.65M | $867,066.74 | 48.74% |
Jon Deven Mouton CAP Partners, LLC | 29,838 | $1.87M | $2.68M | $808,465.02 | 43.15% |
Integrity Wealth Solutions LLC Integrity Wealth Solutions LLC | 41,927 | $3.37M | $3.77M | $400,433.62 | 11.89% |
Setu Mazumdar Physician Wealth Solutions Inc. | 112,850 | $7.21M | $10.13M | $2.92M | 40.59% |
Taylor Wagner Valued Wealth Advisors LLC | 43,531 | $2.78M | $3.91M | $1.13M | 40.83% |
Mark Fonville Fonville Wealth Management LLC | 22,681 | $1.37M | $2.04M | $666,480.5 | 48.63% |
| SPI Stonebrook Private Inc. Stonebrook Private Inc. | 6,075 | $422,974.06 | $545,626.12 | $122,652.06 | 29% |
KURT TRAULSEN EVOLUTION WEALTH MANAGEMENT INC. | 1,331 | $105,969.41 | $119,597 | $13,627.59 | 12.86% |
James Petitpren ORBA Wealth Advisors, L.L.C. | 25,462 | $1.86M | $2.29M | $429,427.79 | 23.11% |