| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Courtney Haddad Concurrent Investment Advisors, LLC | 409,659 | $13.57M | $17.74M | $4.17M | 30.72% |
Charles Corkery PUREfi Wealth, LLC | 37,924 | $1.26M | $1.64M | $377,151.51 | 29.88% |
Mark Weber DecisionMap Wealth Management, LLC | 23,291 | $775,279.63 | $1.01M | $231,590.3 | 29.87% |
James Rankin Modern Wealth Management, LLC | 246,223 | $8.17M | $10.67M | $2.5M | 30.59% |
Scott L. Comeau BCU Wealth Advisors, LLC | 37,305 | $1.27M | $1.6M | $328,959.28 | 25.94% |
Amir Har-El Savvy Advisors, Inc. | 21,709 | $715,316 | $937,720.25 | $222,404.25 | 31.09% |
Owen McCabe Tyche Wealth Partners LLC | 67,739 | $2.29M | $2.93M | $641,553.68 | 27.98% |
United Advisor Group LLC United Advisor Group, LLC | 75,623 | $2.47M | $3.28M | $802,270.18 | 32.44% |
Jeff Ramsey Quotient Wealth Partners, LLC | 1.05M | $34.98M | $45.53M | $10.55M | 30.16% |
Uptick Partners LLC UPTICK PARTNERS, LLC | 86,826 | $2.88M | $3.76M | $880,538.08 | 30.57% |
Twin Peaks Wealth Advisors LLC TWIN PEAKS WEALTH ADVISORS, LLC | 152,097 | $4.91M | $6.57M | $1.66M | 33.82% |
Brad Sayre Shared Vision Wealth Group LLC | 85,488 | $2.82M | $3.69M | $873,052.42 | 30.96% |
| KM Keith Mahan StoneCrest Wealth Management, Inc. | 139,683 | $3.33M | $6.03M | $2.71M | 81.27% |
Neal D. Carlson Forthright Family Wealth Advisory LLC | 6,287 | $331,458 | $285,618.41 | -$45,839.59 | -13.83% |
Anthony Blagrove Traveka Wealth, LLC | 29,527 | $977,261.8 | $1.28M | $298,156.96 | 30.51% |
Joshua Stipcich Tidemark, LLC | 256,221 | $8.32M | $11.08M | $2.76M | 33.14% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 34,174 | $1.11M | $1.47M | $357,448.61 | 32.11% |
Linda J. Farinola OMNI 360 Wealth, Inc. | 32,369 | $1.1M | $1.4M | $294,925.87 | 26.74% |
| LR Lora Rommel EHRLICH FINANCIAL GROUP | 87,103 | $4.59M | $3.77M | -$825,736.28 | -17.98% |
Chandler te Velde Maia Wealth LLC | 115,751 | $3.77M | $5.01M | $1.23M | 32.69% |