| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Charles Corkery PUREfi Wealth, LLC | 2,378 | $186,565.48 | $351,634.86 | $165,069.38 | 88.48% |
James Rankin Modern Wealth Management, LLC | 3,692 | $460,618.66 | $545,677.6 | $85,058.94 | 18.47% |
David Vollmer PFS Partners, LLC | 1,022 | $102,238.37 | $151,056.71 | $48,818.34 | 47.75% |
Amir Har-El Savvy Advisors, Inc. | 9,136 | $1.02M | $1.35M | $329,158.83 | 32.27% |
Andrea N. Thompson WEST PACES ADVISORS INC. | 693 | $100,214.61 | $100,741.41 | $526.8 | 0.53% |
Owen McCabe Tyche Wealth Partners LLC | 1,946 | $229,411.17 | $281,430.52 | $52,019.35 | 22.68% |
United Advisor Group LLC United Advisor Group, LLC | 4,071 | $318,781.96 | $590,335.69 | $271,553.73 | 85.18% |
Jeff Ramsey Quotient Wealth Partners, LLC | 4,213 | $359,185.84 | $609,663.23 | $250,477.39 | 69.73% |
CARL LYMANGOOD Petros Family Wealth, LLC | 3,072 | $248,092.93 | $452,474.88 | $204,381.95 | 82.38% |
Gabriel M. Gallante Rockline Wealth Management, LLC | 1,487 | $162,023.88 | $219,629.9 | $57,606.02 | 35.55% |
BRUCE G ALLEN Bruce G. Allen Investments, LLC | 4,353 | $245,050.76 | $643,852.23 | $398,801.47 | 162.74% |
Jeffrey McGrath Cetera Trust Company, N.A | 1,805 | $93,950.72 | $260,894.7 | $166,943.98 | 177.69% |
Kathryn Miceli Kiely Wealth Advisory Group, Inc. | 1,888 | $98,270.4 | $272,891.52 | $174,621.12 | 177.69% |
Jonathon Gold Gold Investment Management Ltd. | 100 | $5,205 | $14,787 | $9,582 | 184.09% |
Benjamin Carter Turtle Creek Wealth Advisors, LLC | 6,789 | $750,170.06 | $1M | $250,072.32 | 33.34% |
Taylor Wagner Valued Wealth Advisors LLC | 333 | $28,010.86 | $49,124.16 | $21,113.3 | 75.38% |
Steven JE Manders BKM Wealth Management, LLC | 1,890 | $209,712.8 | $279,351.45 | $69,638.65 | 33.21% |
| TSB Thomas S. Breitbach Vivid Wealth Management, LLC | 19,301 | $1.52M | $2.86M | $1.34M | 88.06% |
Darin Sadow Freestone Grove Partners LP | 358,327 | $51.82M | $52.92M | $1.11M | 2.14% |
Andrew Schiff TRITONPOINT WEALTH, LLC | 3,382 | $308,869.64 | $499,876.51 | $191,006.87 | 61.84% |