| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Charles Corkery PUREfi Wealth, LLC | 2,744 | $500,930.15 | $566,306.72 | $65,376.57 | 13.05% |
James Rankin Modern Wealth Management, LLC | 1,846 | $313,895 | $393,511.82 | $79,616.82 | 25.36% |
BRASS TAX WEALTH MANAGEMENT Inc. BRASS TAX WEALTH MANAGEMENT, INC | 1,828 | $376,341.12 | $377,262.64 | $921.52 | 0.24% |
Benj Foor Frazier Financial Advisors, LLC | 20 | $3,383 | $4,172.6 | $789.6 | 23.34% |
Amir Har-El Savvy Advisors, Inc. | 2,672 | $544,017.12 | $572,422.56 | $28,405.44 | 5.22% |
Joseph Morrison Sentry LLC | 54,736 | $6.33M | $11.42M | $5.09M | 80.37% |
United Advisor Group LLC United Advisor Group, LLC | 2,388 | $440,636.07 | $498,208.44 | $57,572.37 | 13.07% |
Jeff Ramsey Quotient Wealth Partners, LLC | 1,682 | $270,108.59 | $350,915.66 | $80,807.07 | 29.92% |
Phillip G. Trueblood Trueblood Wealth Management, LLC | 4,440 | $867,427.53 | $926,317.2 | $58,889.67 | 6.79% |
BRUCE G ALLEN Bruce G. Allen Investments, LLC | 12 | $1,808 | $2,550.6 | $742.6 | 41.07% |
PETER KRUSSEL Southland Equity Partners LLC | 4,569 | $472,997.53 | $953,230.47 | $480,232.94 | 101.53% |
Benjamin Carter Turtle Creek Wealth Advisors, LLC | 3,412 | $648,575.15 | $711,845.56 | $63,270.41 | 9.76% |
Taylor Wagner Valued Wealth Advisors LLC | 14 | $2,369.14 | $2,964.23 | $595.09 | 25.12% |
Dane Grouell Turning Point Benefit Group, Inc. | 2,515 | $524,900.93 | $539,165.7 | $14,264.77 | 2.72% |
Curtis Burkholder Bare Financial Services, Inc | 46 | $8,105.42 | $9,800.76 | $1,695.34 | 20.92% |
Keisuke Ichihara Rakuten Securities, Inc. | 33 | $6,008.49 | $6,990.86 | $982.37 | 16.35% |
Joshua Stipcich Tidemark, LLC | 12 | $2,029.5 | $2,547.6 | $518.1 | 25.53% |
KURT TRAULSEN EVOLUTION WEALTH MANAGEMENT INC. | 200 | $44,574 | $42,436 | -$2,138 | -4.8% |
Dustin Schick Evergreen Private Wealth LLC | 780 | $120,555.97 | $166,883.03 | $46,327.06 | 38.43% |
Christy Clarin Portfolio Design Labs, LLC | 6,873 | $1.37M | $1.42M | $44,825.22 | 3.26% |