| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Owen McCabe Tyche Wealth Partners LLC | 13,414 | $720,314.61 | $1.52M | $804,052.35 | 111.63% |
William Ramsay Financial Symmetry Inc | 10,107 | $632,766.97 | $1.1M | $467,076.77 | 73.81% |
United Advisor Group LLC United Advisor Group, LLC | 15,811 | $1.02M | $1.8M | $774,029.13 | 75.68% |
Jeff Ramsey Quotient Wealth Partners, LLC | 18,223 | $1.17M | $2.07M | $898,896.06 | 76.7% |
CARL LYMANGOOD Petros Family Wealth, LLC | 22,953 | $1.39M | $2.61M | $1.22M | 87.55% |
Gabriel M. Gallante Rockline Wealth Management, LLC | 3,942 | $201,170.09 | $431,924.94 | $230,754.85 | 114.71% |
Uptick Partners LLC UPTICK PARTNERS, LLC | 9,938 | $641,246.66 | $1.13M | $488,107.66 | 76.12% |
Phillip G. Trueblood Trueblood Wealth Management, LLC | 10,403 | $695,451.19 | $1.2M | $501,622.02 | 72.13% |
BRUCE G ALLEN Bruce G. Allen Investments, LLC | 2,071 | $110,078.56 | $226,370.65 | $116,292.09 | 105.64% |
Jeffrey McGrath Cetera Trust Company, N.A | 3,295 | $166,463.04 | $374,443.8 | $207,980.76 | 124.94% |
Kathryn Miceli Kiely Wealth Advisory Group, Inc. | 6,023 | $313,858.57 | $684,453.72 | $370,595.15 | 118.08% |
Jonathon Gold Gold Investment Management Ltd. | 42,090 | $2.16M | $4.84M | $2.69M | 124.46% |
Twin Peaks Wealth Advisors LLC TWIN PEAKS WEALTH ADVISORS, LLC | 4,577 | $304,988.24 | $526,675.39 | $221,687.15 | 72.69% |
PETER KRUSSEL Southland Equity Partners LLC | 8,060 | $433,019.58 | $915,938.4 | $482,918.82 | 111.52% |
Oscar Spain JAMISON PRIVATE WEALTH MANAGEMENT, INC. | 62,548 | $3.47M | $7.2M | $3.73M | 107.36% |
Jon Deven Mouton CAP Partners, LLC | 2,402 | $282,159 | $272,963.28 | -$9,195.72 | -3.26% |
Benjamin Carter Turtle Creek Wealth Advisors, LLC | 33,337 | $2.53M | $3.66M | $1.13M | 44.7% |
Taylor Wagner Valued Wealth Advisors LLC | 1,032 | $59,093.76 | $112,498.32 | $53,404.56 | 90.37% |
Steven JE Manders BKM Wealth Management, LLC | 28,627 | $1.65M | $3.25M | $1.6M | 97.24% |
| MF Michael Fogarty Foundry Financial Group, Inc. | 2,263 | $265,812 | $246,689.63 | -$19,122.37 | -7.19% |