| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Scott McMillan White Wing Wealth Management | 98,866 | $2.79M | $4.01M | $1.22M | 43.67% |
Amir Har-El Savvy Advisors, Inc. | 12,352 | $460,458.02 | $507,914.24 | $47,456.22 | 10.31% |
BRUCE G ALLEN Bruce G. Allen Investments, LLC | 4,703 | $118,806.43 | $193,598.99 | $74,792.56 | 62.95% |
Kaitlyn Barnes Financial Architects, LLC | 262,320 | $6.78M | $10.64M | $3.86M | 56.99% |
Melissa Phillips EAGLE WEALTH STRATEGIES LLC | 483,697 | $13.2M | $19.98M | $6.77M | 51.31% |
David Ragan Grunden Financial Advisory, Inc. | 38,410 | $1.07M | $1.56M | $495,869.91 | 46.51% |
Foundation Wealth Management LLC Foundation Wealth Management, LLC\PA | 10,125 | $265,767.58 | $413,859.37 | $148,091.79 | 55.72% |
Susan Sharin Efficient Frontier Advisors LLC | 32,975 | $922,490.44 | $1.34M | $416,624.31 | 45.16% |
| RJ Rebecca Judd Pathstone Holdings, LLC | 92,673 | $2.39M | $3.83M | $1.44M | 60.37% |
Deanne Rosso ELEVATE WEALTH ADVISORY, INC | 3,618 | $92,143.76 | $148,555.08 | $56,411.32 | 61.22% |
Patrick Gaul Oceanside Advisors LLC | 29,217 | $754,249.11 | $1.2M | $448,176.52 | 59.42% |
| TWP Triad Wealth Partners LLC Triad Wealth Partners, LLC | 13,057 | $421,957.7 | $530,310.05 | $108,352.35 | 25.68% |
Drew Garner ARK & TLK INVESTMENTS, LLC | 59,470 | $2.02M | $2.44M | $417,068.66 | 20.6% |
Ashley Meredith Abel Hall, LLC | 56,567 | $1.48M | $2.33M | $845,257.35 | 57.01% |
Ralph Antolino, Jr AA Financial Advisors, LLC | 26,948 | $964,197.81 | $1.1M | $137,571.17 | 14.27% |
Cynthia Schlanger Ashton Thomas Private Wealth, LLC | 1,061 | $37,963 | $43,819.3 | $5,856.3 | 15.43% |
| GPW Gentry Private Wealth LLC GENTRY PRIVATE WEALTH, LLC | 4,761 | $203,138 | $196,391.25 | -$6,746.75 | -3.32% |
Todd Lunsford International Private Wealth Advisors LLC | 20,120 | $660,545.88 | $823,712.8 | $163,166.92 | 24.7% |
| HAS Hayley A. Snell LRI Investments, LLC | 400 | $13,496 | $16,520 | $3,024 | 22.41% |
Geoffrey A. Frazier Global Financial Private Client, LLC | 10,458 | $445,659.16 | $431,915.4 | -$13,743.76 | -3.08% |