| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
James Rankin Modern Wealth Management, LLC | 7,847 | $465,954.34 | $671,977.84 | $206,023.5 | 44.22% |
KKM Financial LLC KKM Financial LLC | 6,732 | $451,246 | $575,384.04 | $124,138.04 | 27.51% |
BRASS TAX WEALTH MANAGEMENT Inc. BRASS TAX WEALTH MANAGEMENT, INC | 6,110 | $351,992.61 | $522,221.7 | $170,229.09 | 48.36% |
Benj Foor Frazier Financial Advisors, LLC | 5 | $419 | $428.17 | $9.17 | 2.19% |
Amir Har-El Savvy Advisors, Inc. | 11,962 | $745,636.13 | $1.02M | $278,968.98 | 37.41% |
Joseph Morrison Sentry LLC | 5,351 | $323,763.22 | $458,232.88 | $134,469.66 | 41.53% |
Owen McCabe Tyche Wealth Partners LLC | 10,029 | $672,243.99 | $858,833.41 | $186,589.42 | 27.76% |
Jeff Ramsey Quotient Wealth Partners, LLC | 4,223 | $280,710.76 | $361,636.6 | $80,925.84 | 28.83% |
Phillip G. Trueblood Trueblood Wealth Management, LLC | 3,986 | $333,687 | $341,341.11 | $7,654.11 | 2.29% |
BRUCE G ALLEN Bruce G. Allen Investments, LLC | 474 | $29,401.14 | $40,600.47 | $11,199.33 | 38.09% |
Jeffrey McGrath Cetera Trust Company, N.A | 176 | $8,434 | $15,071.76 | $6,637.76 | 78.7% |
Kathryn Miceli Kiely Wealth Advisory Group, Inc. | 504 | $23,234.36 | $43,160.04 | $19,925.68 | 85.76% |
Twin Peaks Wealth Advisors LLC TWIN PEAKS WEALTH ADVISORS, LLC | 781 | $65,378 | $66,896.55 | $1,518.55 | 2.32% |
Benjamin Carter Turtle Creek Wealth Advisors, LLC | 3,083 | $258,078 | $264,074.36 | $5,996.36 | 2.32% |
Taylor Wagner Valued Wealth Advisors LLC | 111 | $8,289.07 | $9,507.7 | $1,218.63 | 14.7% |
Darin Sadow Freestone Grove Partners LP | 8,238 | $689,603 | $705,625.89 | $16,022.89 | 2.32% |
Jeffrey M Bernstein Silverberg Bernstein Capital Management LLC | 14,725 | $932,583.18 | $1.26M | $328,686.69 | 35.24% |
Curtis Burkholder Bare Financial Services, Inc | 248 | $15,131.39 | $21,231.28 | $6,099.89 | 40.31% |
Keisuke Ichihara Rakuten Securities, Inc. | 4,787 | $400,533.16 | $409,815.07 | $9,281.91 | 2.32% |
Joshua Stipcich Tidemark, LLC | 76 | $4,340.13 | $6,506.36 | $2,166.23 | 49.91% |