| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Gibbs Wealth Management Gibbs Wealth Management | 8,551 | $487,493.72 | $550,598.89 | $63,105.17 | 12.94% |
Provenance Wealth Advisors LLC Provenance Wealth Advisors LLC | 627,008 | $25.01M | $40.37M | $15.36M | 61.44% |
Exit Wealth Advisors LLC Exit Wealth Advisors LLC | 14,400 | $985,111 | $927,216 | -$57,895 | -5.88% |
Kropog Financial Group LLC Kropog Financial Group LLC | 38,761 | $2.21M | $2.47M | $261,504.41 | 11.84% |
Berman McAleer LLC Berman McAleer LLC | 13,740 | $733,716 | $903,267.6 | $169,551.6 | 23.11% |
Jon Borer Capitolis Liquid Global Markets LLC | 718,000 | $49.12M | $46.23M | -$2.89M | -5.88% |
Virtue Asset Management LLC Virtue Asset Management LLC | 13,941 | $782,702.17 | $889,923.73 | $107,221.56 | 13.7% |
Adam Weisner Sherman Porfolios LLC | 59,452 | $3.25M | $3.79M | $541,607.8 | 16.65% |
Portus Wealth Advisors LLC Portus Wealth Advisors LLC | 44,029 | $3.01M | $2.8M | -$205,400.72 | -6.83% |
Eric C. Jansen Finivi Inc. | 7,463 | $424,133.92 | $477,072.27 | $52,938.35 | 12.48% |