| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
United Advisor Group LLC United Advisor Group, LLC | 3,824 | $260,675.67 | $300,910.56 | $40,234.89 | 15.43% |
Jeff Ramsey Quotient Wealth Partners, LLC | 1.26M | $88.91M | $99.59M | $10.68M | 12.01% |
Uptick Partners LLC UPTICK PARTNERS, LLC | 23,410 | $1.39M | $1.85M | $455,136.12 | 32.72% |
PETER KRUSSEL Southland Equity Partners LLC | 35,880 | $1.9M | $2.83M | $929,498.59 | 48.89% |
Benjamin Carter Turtle Creek Wealth Advisors, LLC | 5,479 | $350,327.26 | $430,594.61 | $80,267.35 | 22.91% |
Taylor Wagner Valued Wealth Advisors LLC | 2,729 | $167,397.02 | $215,290.81 | $47,893.79 | 28.61% |
Steven JE Manders BKM Wealth Management, LLC | 5,893 | $323,257.13 | $466,195.23 | $142,938.1 | 44.22% |
| SPI Stonebrook Private Inc. Stonebrook Private Inc. | 4,021 | $256,569.76 | $317,277 | $60,707.24 | 23.66% |
Heidi Hargis WETZEL INVESTMENT ADVISORS, INC. | 6,800 | $477,452.12 | $538,764 | $61,311.88 | 12.84% |
Julie Beswick Advantage Trust Co | 503 | $38,122 | $39,830.16 | $1,708.16 | 4.48% |
Cody Gehman Stonebridge Financial Group, LLC | 821,294 | $50.89M | $64.79M | $13.89M | 27.3% |
Kevin Stillman Evernest Financial Advisors, LLC | 11,797 | $651,075.99 | $934,145.44 | $283,069.45 | 43.48% |
Joshua Stipcich Tidemark, LLC | 363 | $27,512 | $28,526.35 | $1,014.35 | 3.69% |
Emily Priebe Priebe Wealth Holdings LLC | 14,128 | $760,375.03 | $1.11M | $349,803.21 | 46% |
Andrea Butler Sequent Planning LLC | 16,177 | $958,589.26 | $1.28M | $317,856.92 | 33.16% |
KURT TRAULSEN EVOLUTION WEALTH MANAGEMENT INC. | 109 | $7,567 | $8,565.24 | $998.24 | 13.19% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 50,141 | $3.22M | $3.91M | $691,455.45 | 21.49% |
Craig Silberg EVERPAR ADVISORS LLC | 14,233 | $992,929.46 | $1.12M | $129,977.38 | 13.09% |
Linda J. Farinola OMNI 360 Wealth, Inc. | 31,816 | $1.86M | $2.52M | $656,025.01 | 35.18% |
Carol Smith Access Investment Management LLC | 760 | $48,595 | $60,207.2 | $11,612.2 | 23.9% |