| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Scott McMillan White Wing Wealth Management | 98,866 | $2.79M | $3.93M | $1.13M | 40.66% |
Amir Har-El Savvy Advisors, Inc. | 7,864 | $268,968.08 | $312,279.44 | $43,311.36 | 16.1% |
BRUCE G ALLEN Bruce G. Allen Investments, LLC | 4,703 | $118,806.43 | $186,756.13 | $67,949.7 | 57.19% |
Kaitlyn Barnes Financial Architects, LLC | 264,150 | $6.83M | $10.49M | $3.66M | 53.66% |
Melissa Phillips EAGLE WEALTH STRATEGIES LLC | 483,697 | $13.2M | $19.21M | $6M | 45.48% |
David Ragan Grunden Financial Advisory, Inc. | 38,410 | $1.07M | $1.53M | $458,996.31 | 43.05% |
Foundation Wealth Management LLC Foundation Wealth Management, LLC\PA | 10,101 | $264,749.96 | $401,110.71 | $136,360.75 | 51.51% |
Susan Sharin Efficient Frontier Advisors LLC | 32,975 | $922,490.44 | $1.31M | $386,946.81 | 41.95% |
| RJ Rebecca Judd Pathstone Holdings, LLC | 92,673 | $2.39M | $3.88M | $1.49M | 62.62% |
Deanne Rosso ELEVATE WEALTH ADVISORY, INC | 3,618 | $92,143.76 | $151,594.2 | $59,450.44 | 64.52% |
Patrick Gaul Oceanside Advisors LLC | 29,217 | $754,249.11 | $1.16M | $405,957.96 | 53.82% |
| TWP Triad Wealth Partners LLC Triad Wealth Partners, LLC | 13,057 | $421,957.7 | $537,164.98 | $115,207.28 | 27.3% |
Drew Garner ARK & TLK INVESTMENTS, LLC | 59,470 | $2.02M | $2.36M | $336,784.16 | 16.63% |
Ashley Meredith Abel Hall, LLC | 56,567 | $1.48M | $2.25M | $763,518.04 | 51.49% |
Ralph Antolino, Jr AA Financial Advisors, LLC | 26,948 | $964,197.81 | $1.07M | $105,907.27 | 10.98% |
Cynthia Schlanger Ashton Thomas Private Wealth, LLC | 1,061 | $37,963 | $42,132.31 | $4,169.31 | 10.98% |
| GPW Gentry Private Wealth LLC GENTRY PRIVATE WEALTH, LLC | 4,761 | $203,138 | $196,724.52 | -$6,413.48 | -3.16% |
Todd Lunsford International Private Wealth Advisors LLC | 20,120 | $660,545.88 | $829,748.8 | $169,202.92 | 25.62% |
| HAS Hayley A. Snell LRI Investments, LLC | 400 | $13,496 | $15,884 | $2,388 | 17.69% |
Geoffrey A. Frazier Global Financial Private Client, LLC | 8,386 | $357,806 | $333,008.06 | -$24,797.94 | -6.93% |