| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Derek Ripp Austin Wealth Management, LLC | 7,402 | $211,244.8 | $280,350.75 | $69,105.95 | 32.71% |
Amir Har-El Savvy Advisors, Inc. | 19,342 | $613,337.87 | $732,965.09 | $119,627.22 | 19.5% |
Owen McCabe Tyche Wealth Partners LLC | 41,093 | $1.14M | $1.56M | $412,455 | 36.06% |
United Advisor Group LLC United Advisor Group, LLC | 69,479 | $2.06M | $2.63M | $570,099.65 | 27.66% |
Uptick Partners LLC UPTICK PARTNERS, LLC | 13,957 | $400,493.22 | $528,551.59 | $128,058.37 | 31.98% |
Twin Peaks Wealth Advisors LLC TWIN PEAKS WEALTH ADVISORS, LLC | 374 | $14,152 | $14,172.73 | $20.73 | 0.15% |
PETER KRUSSEL Southland Equity Partners LLC | 10,317 | $242,509.44 | $392,303.92 | $149,794.48 | 61.77% |
Oscar Spain JAMISON PRIVATE WEALTH MANAGEMENT, INC. | 39,047 | $1.08M | $1.47M | $380,980.11 | 35.14% |
Benjamin Carter Turtle Creek Wealth Advisors, LLC | 411,781 | $13.01M | $15.6M | $2.59M | 19.91% |
Jeffrey M Bernstein Silverberg Bernstein Capital Management LLC | 62,480 | $1.67M | $2.37M | $696,991.57 | 41.72% |
Andrew Schiff TRITONPOINT WEALTH, LLC | 93,967 | $2.63M | $3.56M | $927,313.37 | 35.21% |
BRADLEY LEWIS HRC WEALTH MANAGEMENT, LLC | 6,123 | $231,707 | $231,326.94 | -$380.06 | -0.16% |
Kevin Stillman Evernest Financial Advisors, LLC | 20,000 | $627,200 | $757,900 | $130,700 | 20.84% |
Joshua Stipcich Tidemark, LLC | 999 | $29,281.64 | $37,872.09 | $8,590.45 | 29.34% |
Rob C. Alston Jr Quadcap Wealth Management, LLC | 8,189 | $217,859.1 | $310,444.99 | $92,585.89 | 42.5% |
Rob Dainard Hara Capital LLC | 9,225 | $243,078.94 | $349,719.75 | $106,640.81 | 43.87% |
KURT TRAULSEN EVOLUTION WEALTH MANAGEMENT INC. | 314 | $9,790.03 | $11,903.74 | $2,113.71 | 21.59% |
James Petitpren ORBA Wealth Advisors, L.L.C. | 22,559 | $646,001.4 | $855,211.69 | $209,210.29 | 32.39% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 16,717 | $540,314.37 | $635,329.58 | $95,015.21 | 17.59% |
PATRICK M SWEENEY PATRICK M SWEENEY & ASSOCIATES, INC | 12,352 | $339,228.81 | $468,264.32 | $129,035.51 | 38.04% |