| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Sarah H. Schmidt Summit Wealth Group LLC / CO | 1,091 | $531,153.74 | $698,523.66 | $167,369.92 | 31.51% |
Provenance Wealth Advisors LLC Provenance Wealth Advisors LLC | 855 | $334,443.72 | $547,285.5 | $212,841.78 | 63.64% |
Rexford Capital Inc. Rexford Capital Inc. | 18 | $10,636.33 | $11,539.08 | $902.75 | 8.49% |
Brent Garcia Broadwater Capital Management LLC | 5 | $1,999 | $3,220.25 | $1,221.25 | 61.09% |
IFS Group LLC IFS Group LLC | 560 | $252,969 | $366,732.8 | $113,763.8 | 44.97% |
Basepoint Wealth LLC Basepoint Wealth LLC | 11,737 | $4.04M | $7.51M | $3.48M | 86.09% |
Invested Advisors Invested Advisors | 597 | $273,090.27 | $387,933.58 | $114,843.31 | 42.05% |
Munich Reinsurance Co Stock Corp in Munich Munich Reinsurance Co Stock Corp in Munich | 274 | $154,344.21 | $178,256.18 | $23,911.97 | 15.49% |
Plan A Wealth LLC Plan A Wealth LLC | 960 | $489,206.89 | $618,288 | $129,081.11 | 26.39% |
Brian Mann Mann Financial Group Inc. | 1,328 | $747,955.96 | $864,089.73 | $116,133.77 | 15.53% |
Jon Borer Capitolis Liquid Global Markets LLC | 40,000 | $25.37M | $25.64M | $266,200 | 1.05% |
Tred Avon Family Wealth LLC Tred Avon Family Wealth LLC | 868 | $396,951.42 | $556,657.08 | $159,705.66 | 40.23% |
Virtue Asset Management LLC Virtue Asset Management LLC | 4,308 | $1.98M | $2.82M | $839,961.45 | 42.39% |
Kerr Financial Planning Corp Kerr Financial Planning Corp | 59 | $27,468.63 | $37,621.94 | $10,153.31 | 36.96% |
Steve Erken Maxele Advisors LLC | 694 | $235,101.28 | $452,782.95 | $217,681.67 | 92.59% |
Stuart E. Greenfield Greenfield Seitz Capital Management LLC | 377 | $212,364 | $246,806.82 | $34,442.82 | 16.22% |
Eric C. Jansen Finivi Inc. | 1,774 | $723,276.55 | $1.16M | $434,471.33 | 60.07% |