| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Amir Har-El Savvy Advisors, Inc. | 38,425 | $2.12M | $2.37M | $244,761.75 | 11.54% |
David W. Lewis Lewis Asset Management, LLC | 22,633 | $1.33M | $1.39M | $60,977.07 | 4.58% |
Owen McCabe Tyche Wealth Partners LLC | 12,238 | $660,026.78 | $753,371.28 | $93,344.5 | 14.14% |
United Advisor Group LLC United Advisor Group, LLC | 3,567 | $223,141 | $219,941.22 | -$3,199.78 | -1.43% |
CARL LYMANGOOD Petros Family Wealth, LLC | 49,883 | $2.85M | $3.08M | $236,436.16 | 8.31% |
Uptick Partners LLC UPTICK PARTNERS, LLC | 7,730 | $425,929.5 | $475,472.3 | $49,542.8 | 11.63% |
Twin Peaks Wealth Advisors LLC TWIN PEAKS WEALTH ADVISORS, LLC | 3,887 | $212,510.32 | $239,244.85 | $26,734.53 | 12.58% |
Oxford Wealth Group LLC Oxford Wealth Group, LLC | 118,407 | $6.68M | $7.32M | $639,115.17 | 9.57% |
Steven JE Manders BKM Wealth Management, LLC | 9,744 | $510,261.42 | $599,938.08 | $89,676.66 | 17.57% |
| TSB Thomas S. Breitbach Vivid Wealth Management, LLC | 19,925 | $1.11M | $1.23M | $117,539.65 | 10.59% |
Dane Grouell Turning Point Benefit Group, Inc. | 4,371 | $261,782.24 | $270,127.8 | $8,345.56 | 3.19% |
Heidi Hargis WETZEL INVESTMENT ADVISORS, INC. | 9,900 | $579,045 | $611,820 | $32,775 | 5.66% |
Joshua Stipcich Tidemark, LLC | 633 | $32,910 | $39,119.4 | $6,209.4 | 18.87% |
Jaran Day OPINICUS CAPITAL, INC. | 44,053 | $2.35M | $2.72M | $373,586.43 | 15.9% |
Luke Bunch OxenFree Capital LLC | 12,581 | $685,438.29 | $777,505.8 | $92,067.51 | 13.43% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 707 | $39,602.47 | $43,678.46 | $4,075.99 | 10.29% |
Matthew Stead Sachetta, LLC | 125 | $6,845 | $7,722.5 | $877.5 | 12.82% |
Christian J. Cyr Cyr Financial Inc. | 254,245 | $14.13M | $15.71M | $1.58M | 11.18% |
Adam Colby Wealth Group Ltd | 311,724 | $16.47M | $19.31M | $2.85M | 17.3% |
Signal Advisors Wealth LLC Signal Advisors Wealth, LLC | 16,427 | $1.03M | $1.01M | -$18,221.85 | -1.77% |