| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Patrick J. DiNuzzo DiNuzzo Private Wealth, Inc. | 19,429 | $607,148.18 | $817,960.86 | $210,812.68 | 34.72% |
Kevin Orr Centennial Bank/AR/ | 4,342 | $179,108 | $188,008.6 | $8,900.6 | 4.97% |
MICHAEL DE LUZ Williams & Novak, LLC | 25,023 | $942,337.84 | $1.05M | $111,130.41 | 11.79% |
William Ertel Tassel Capital Management, Inc. | 12,945 | $378,000.08 | $560,518.5 | $182,518.42 | 48.29% |
Kevin Bresler TD Waterhouse Canada Inc. | 780 | $32,042 | $32,838 | $796 | 2.48% |
Brian Glenn Premier Path Wealth Partners, LLC | 147,148 | $4.41M | $6.19M | $1.78M | 40.47% |
Courtney Haddad Concurrent Investment Advisors, LLC | 354,819 | $13.17M | $14.94M | $1.77M | 13.46% |
Mark Petersen Prosperitas Financial LLC | 5,217 | $203,254 | $223,704.96 | $20,450.96 | 10.06% |
Benj Foor Frazier Financial Advisors, LLC | 7,627 | $234,266.28 | $330,249.1 | $95,982.82 | 40.97% |
Derek Ripp Austin Wealth Management, LLC | 591,035 | $20.36M | $24.88M | $4.53M | 22.24% |
| TJM Tyler J McMurray VISIONARY HORIZONS, LLC | 22,310 | $853,226.21 | $939,250.96 | $86,024.75 | 10.08% |
Amir Har-El Savvy Advisors, Inc. | 149,901 | $5.62M | $6.31M | $686,553.09 | 12.21% |
David W. Lewis Lewis Asset Management, LLC | 11,809 | $461,857.58 | $497,158.88 | $35,301.3 | 7.64% |
Owen McCabe Tyche Wealth Partners LLC | 6,238 | $215,789.93 | $262,619.79 | $46,829.86 | 21.7% |
William Ramsay Financial Symmetry Inc | 88,094 | $2.71M | $3.71M | $1M | 36.99% |
United Advisor Group LLC United Advisor Group, LLC | 195,544 | $6.28M | $8.23M | $1.95M | 31.05% |
Integrity Wealth Solutions LLC Integrity Wealth Solutions LLC | 79,347 | $2.47M | $3.34M | $870,573.66 | 35.25% |
Benjamin Carter Turtle Creek Wealth Advisors, LLC | 516 | $20,089 | $21,723.6 | $1,634.6 | 8.14% |
Taylor Wagner Valued Wealth Advisors LLC | 813,233 | $24.76M | $34.24M | $9.48M | 38.27% |
Tracey Daigle ROBINSON SMITH WEALTH ADVISORS LLC | 87,042 | $2.98M | $3.66M | $685,522.51 | 23.01% |