| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Uptick Partners LLC UPTICK PARTNERS, LLC | 7,909 | $437,063.05 | $547,619.16 | $110,556.11 | 25.3% |
Twin Peaks Wealth Advisors LLC TWIN PEAKS WEALTH ADVISORS, LLC | 3,755 | $205,316.19 | $262,662.25 | $57,346.06 | 27.93% |
Oxford Wealth Group LLC Oxford Wealth Group, LLC | 103,298 | $5.83M | $7.23M | $1.39M | 23.85% |
Steven JE Manders BKM Wealth Management, LLC | 7,189 | $377,414.56 | $481,015.99 | $103,601.43 | 27.45% |
| TSB Thomas S. Breitbach Vivid Wealth Management, LLC | 20,158 | $1.12M | $1.35M | $224,040.33 | 19.92% |
Heidi Hargis WETZEL INVESTMENT ADVISORS, INC. | 11,500 | $679,141 | $769,465 | $90,324 | 13.3% |
Jaran Day OPINICUS CAPITAL, INC. | 22,031 | $1.2M | $1.47M | $270,133.71 | 22.44% |
Luke Bunch OxenFree Capital LLC | 13,146 | $721,739.86 | $879,598.86 | $157,859 | 21.87% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 707 | $39,602.47 | $49,454.65 | $9,852.18 | 24.88% |
Matthew Stead Sachetta, LLC | 125 | $6,845 | $8,363.75 | $1,518.75 | 22.19% |
Christian J. Cyr Cyr Financial Inc. | 272,864 | $15.29M | $18.26M | $2.97M | 19.4% |
Adam Colby Wealth Group Ltd | 308,884 | $16.32M | $20.67M | $4.35M | 26.65% |
Signal Advisors Wealth LLC Signal Advisors Wealth, LLC | 16,427 | $1.03M | $1.1M | $71,469.57 | 6.95% |
Focus Financial Network Inc. Focus Financial Network, Inc. | 36,917 | $2.14M | $2.47M | $328,383.2 | 15.33% |
Michael Herman Apollon Financial, LLC | 42,089 | $2.24M | $2.82M | $577,616.54 | 25.8% |
Adam Hill Bey-Douglas LLC | 13,262 | $744,236.34 | $887,360.42 | $143,124.08 | 19.23% |
Victory Financial Group LLC VICTORY FINANCIAL GROUP, LLC | 6,655 | $367,134.69 | $445,286.05 | $78,151.36 | 21.29% |
David Novak Novak & Powell Financial Services, Inc. | 3,584 | $197,552.22 | $250,951.68 | $53,399.46 | 27.03% |
| RJ Rebecca Judd Pathstone Holdings, LLC | 11,809 | $714,292.41 | $826,039.55 | $111,747.14 | 15.64% |
Angela Mari Abich Financial Wealth Management LLC | 44 | $2,529 | $2,944.04 | $415.04 | 16.41% |