| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
James Rankin Modern Wealth Management, LLC | 5,850 | $413,183.29 | $648,531 | $235,347.71 | 56.96% |
Derek Ripp Austin Wealth Management, LLC | 16,088 | $1.26M | $1.68M | $427,624.54 | 34.05% |
Amir Har-El Savvy Advisors, Inc. | 28,463 | $2.32M | $2.98M | $655,045.2 | 28.19% |
Ann Keitner Quantum Portfolio Management LLC | 3,140 | $314,768.95 | $348,100.4 | $33,331.45 | 10.59% |
Owen McCabe Tyche Wealth Partners LLC | 1,962 | $202,184 | $212,249.16 | $10,065.16 | 4.98% |
William Ramsay Financial Symmetry Inc | 3,512 | $230,366.57 | $367,495.68 | $137,129.11 | 59.53% |
United Advisor Group LLC United Advisor Group, LLC | 8,435 | $869,250 | $882,638.4 | $13,388.4 | 1.54% |
| WG William Garver Leibman Financial Services, Inc. | 54,662 | $4.46M | $5.72M | $1.26M | 28.32% |
Integrity Wealth Solutions LLC Integrity Wealth Solutions LLC | 8,483 | $830,815.36 | $887,661.12 | $56,845.76 | 6.84% |
Setu Mazumdar Physician Wealth Solutions Inc. | 76,304 | $5.28M | $7.98M | $2.71M | 51.26% |
Taylor Wagner Valued Wealth Advisors LLC | 162,263 | $10.62M | $16.98M | $6.36M | 59.82% |
Mark Heider Peirce Capital Management, LLC | 222,752 | $14.43M | $23.31M | $8.88M | 61.52% |
Shotwell Rutter Baer Inc. Shotwell Rutter Baer Inc | 2,197 | $176,177.53 | $229,894.08 | $53,716.55 | 30.49% |
Kaitlyn Barnes Financial Architects, LLC | 3,540 | $296,799.59 | $370,425.6 | $73,626.01 | 24.81% |
Mark Fonville Fonville Wealth Management LLC | 145,825 | $10.89M | $15.26M | $4.37M | 40.08% |
Cody Gehman Stonebridge Financial Group, LLC | 4,483 | $432,060.14 | $469,101.12 | $37,040.98 | 8.57% |
Rob C. Alston Jr Quadcap Wealth Management, LLC | 2,007 | $206,822 | $210,012.48 | $3,190.48 | 1.54% |
KURT TRAULSEN EVOLUTION WEALTH MANAGEMENT INC. | 224 | $20,343.98 | $23,439.36 | $3,095.38 | 15.22% |
Christopher Bradford PFC CAPITAL GROUP, INC. | 21,509 | $1.72M | $2.33M | $603,764.23 | 35.04% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 32,366 | $3.05M | $3.57M | $516,253.84 | 16.91% |