| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Deanne Rosso ELEVATE WEALTH ADVISORY, INC | 337 | $11,849.96 | $16,024.35 | $4,174.39 | 35.23% |
Jennifer Lutz Trademark Financial Management, LLC | 5,603 | $208,635.28 | $266,422.65 | $57,787.37 | 27.7% |
Thomas Higgins Balanced Rock Investment Advisors LLC | 30,501 | $1.19M | $1.45M | $263,519.3 | 22.2% |
David Quinn Pine Harbor Wealth Management, LLC | 14,995 | $557,952.49 | $712,262.5 | $154,310.01 | 27.66% |
| FWP Family Wealth Partners LLC FAMILY WEALTH PARTNERS, LLC | 14,112 | $507,141.43 | $670,037.76 | $162,896.33 | 32.12% |
Ralph Antolino, Jr AA Financial Advisors, LLC | 20,068 | $824,596 | $953,230 | $128,634 | 15.6% |
Ian Jameson American Capital Advisory, LLC | 3,656 | $150,226 | $173,696.56 | $23,470.56 | 15.62% |
Bray Creech Joel Adams & Associates, Inc. | 47,597 | $1.88M | $2.26M | $379,262.53 | 20.15% |
Define Financial LLC DEFINE FINANCIAL, LLC | 12,831 | $544,923.23 | $604,275.94 | $59,352.71 | 10.89% |
| HAS Hayley A. Snell LRI Investments, LLC | 3,514 | $120,998.95 | $165,491.83 | $44,492.88 | 36.77% |
Bruce Barton Parkworth Wealth Management, Inc. | 3,255 | $124,767.07 | $154,417.2 | $29,650.13 | 23.76% |
Michael Mills Mills Wealth Advisors LLC | 33,829 | $1.09M | $1.6M | $518,887.3 | 47.78% |
VESTIA PERSONAL WEALTH ADVISORS VESTIA PERSONAL WEALTH ADVISORS | 11,714 | $481,334 | $555,360.74 | $74,026.74 | 15.38% |
High Probability Advisors LLC High Probability Advisors LLC | 4,325 | $201,674 | $205,372.62 | $3,698.62 | 1.83% |
Jared Machen BWM Planning LLC | 5,939 | $233,991.03 | $281,419.51 | $47,428.48 | 20.27% |
FMB Wealth Management FMB Wealth Management | 6,710 | $287,830.9 | $317,953.35 | $30,122.45 | 10.47% |
Triune Financial Partners LLC Triune Financial Partners LLC | 281,713 | $11.07M | $13.35M | $2.28M | 20.55% |
von Borstel & Associates Inc. von Borstel & Associates Inc. | 33,415 | $1.29M | $1.58M | $299,640.56 | 23.31% |
Mark Albers Verus Wealth Management LLC | 6,600 | $250,140 | $313,038 | $62,898 | 25.15% |
Heck Capital Advisors LLC Heck Capital Advisors LLC | 10,537 | $377,329.84 | $500,718.24 | $123,388.4 | 32.7% |