| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Owen McCabe Tyche Wealth Partners LLC | 1,426 | $1.47M | $1.62M | $148,722.13 | 10.14% |
United Advisor Group LLC United Advisor Group, LLC | 476 | $493,325 | $533,462.71 | $40,137.71 | 8.14% |
Jeff Ramsey Quotient Wealth Partners, LLC | 715 | $737,108.26 | $807,456.65 | $70,348.39 | 9.54% |
CARL LYMANGOOD Petros Family Wealth, LLC | 1,602 | $1.64M | $1.83M | $192,862.24 | 11.75% |
Gabriel M. Gallante Rockline Wealth Management, LLC | 804 | $822,775.71 | $899,607.66 | $76,831.95 | 9.34% |
Uptick Partners LLC UPTICK PARTNERS, LLC | 325 | $340,060.65 | $368,036.5 | $27,975.85 | 8.23% |
BRUCE G ALLEN Bruce G. Allen Investments, LLC | 191 | $181,356.46 | $211,862.93 | $30,506.47 | 16.82% |
Jeffrey McGrath Cetera Trust Company, N.A | 2,877 | $2.73M | $3.26M | $530,377.85 | 19.44% |
Kathryn Miceli Kiely Wealth Advisory Group, Inc. | 456 | $361,220.92 | $515,644.8 | $154,423.88 | 42.75% |
Jonathon Gold Gold Investment Management Ltd. | 2,529 | $2.59M | $2.88M | $296,345 | 11.45% |
PETER KRUSSEL Southland Equity Partners LLC | 1,173 | $1.2M | $1.33M | $124,824.33 | 10.39% |
Oscar Spain JAMISON PRIVATE WEALTH MANAGEMENT, INC. | 6,376 | $6.55M | $7.24M | $692,360.8 | 10.57% |
Jon Deven Mouton CAP Partners, LLC | 220 | $225,821.3 | $252,206.9 | $26,385.6 | 11.68% |
Benjamin Carter Turtle Creek Wealth Advisors, LLC | 10,410 | $10.68M | $11.67M | $989,693.31 | 9.27% |
Taylor Wagner Valued Wealth Advisors LLC | 33 | $33,582.43 | $37,417.71 | $3,835.28 | 11.42% |
Steven JE Manders BKM Wealth Management, LLC | 3,706 | $3.82M | $4.22M | $406,047.85 | 10.64% |
Darin Sadow Freestone Grove Partners LP | 74,523 | $71.66M | $82.73M | $11.07M | 15.45% |
Andrew Schiff TRITONPOINT WEALTH, LLC | 4,553 | $4.72M | $5.16M | $441,767.55 | 9.36% |
Tracey Daigle ROBINSON SMITH WEALTH ADVISORS LLC | 552 | $561,805.82 | $615,438.6 | $53,632.78 | 9.55% |
Harold Williams PRECEDENT WEALTH PARTNERS, LLC | 2,472 | $2.52M | $2.82M | $298,547.25 | 11.83% |