| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
BRASS TAX WEALTH MANAGEMENT Inc. BRASS TAX WEALTH MANAGEMENT, INC | 5,185 | $206,440.75 | $281,130.7 | $74,689.95 | 36.18% |
Amir Har-El Savvy Advisors, Inc. | 11,551 | $445,270.76 | $626,295.22 | $181,024.46 | 40.65% |
Twin Peaks Wealth Advisors LLC TWIN PEAKS WEALTH ADVISORS, LLC | 16,994 | $774,483.3 | $955,232.74 | $180,749.44 | 23.34% |
Taylor Wagner Valued Wealth Advisors LLC | 92 | $4,062 | $4,988.24 | $926.24 | 22.8% |
Steven JE Manders BKM Wealth Management, LLC | 4,870 | $231,942.55 | $264,051.4 | $32,108.85 | 13.84% |
Heidi Hargis WETZEL INVESTMENT ADVISORS, INC. | 4,181 | $203,878.12 | $226,693.82 | $22,815.7 | 11.19% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 106 | $4,739 | $5,958.26 | $1,219.26 | 25.73% |
Adam Colby Wealth Group Ltd | 18,855 | $829,809.55 | $1.02M | $192,508.55 | 23.2% |
Ruth Thortvedt Financial Network Wealth Advisors LLC | 700 | $26,250 | $37,954 | $11,704 | 44.59% |
Ashley Meredith Abel Hall, LLC | 4,285 | $216,864 | $232,332.7 | $15,468.7 | 7.13% |
Jessica Vickery BlueChip Wealth Advisors LLC | 16,006 | $714,183.14 | $867,845.32 | $153,662.18 | 21.52% |
Kayla Tweedy JBR Co Financial Management Inc | 18,842 | $857,744.91 | $1.02M | $163,868.33 | 19.1% |
Michael Stringer Lane & Associates LLC | 63,531 | $2.88M | $3.44M | $565,369.85 | 19.64% |
Cynthia Schlanger Ashton Thomas Private Wealth, LLC | 16,356 | $697,658.64 | $886,822.32 | $189,163.68 | 27.11% |
| CY Cathy Yasui Central Pacific Bank - Trust Division | 3,800 | $170,506.36 | $206,036 | $35,529.64 | 20.84% |
Janice M. Powell Diversify Advisory Services, LLC | 3,777 | $191,153.97 | $212,569.56 | $21,415.59 | 11.2% |
| CCA City Center Advisors LLC City Center Advisors, LLC | 15,264 | $719,492.75 | $827,614.08 | $108,121.33 | 15.03% |
| DWM Diversify Wealth Management LLC DIVERSIFY WEALTH MANAGEMENT, LLC | 3,777 | $191,153.97 | $204,788.94 | $13,634.97 | 7.13% |
Nathan Edwards IMG Wealth Management, Inc. | 424 | $18,813 | $23,862.72 | $5,049.72 | 26.84% |
Paul V. Ryan Jr FLAGSHIP WEALTH ADVISORS, LLC | 1,425 | $62,714 | $77,263.5 | $14,549.5 | 23.2% |