| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
David Mailloux WealthCare Investment Partners LLC | 10,111 | $309,966.98 | $440,940.71 | $130,973.73 | 42.25% |
Jay Richards Investment Advisory Group LLC | 7,067 | $212,057.33 | $307,838.52 | $95,781.19 | 45.17% |
W. Travis McKinney HB Wealth Management LLC | 15,600 | $653,796 | $682,032 | $28,236 | 4.32% |
| MC mike Chen Byrne Asset Management LLC | 372 | $13,492.44 | $16,111.88 | $2,619.44 | 19.41% |
| LWL Leo Wealth LLC Leo Wealth LLC | 7,267 | $230,063.35 | $314,922.71 | $84,859.36 | 36.89% |
Jason Matthews Kfg Wealth Management LLC | 3.48M | $119.44M | $151.86M | $32.41M | 27.14% |
Scott Williams Investmark Advisory Group LLC | 90,965 | $3.25M | $3.97M | $723,969.53 | 22.28% |
Leonid Berline ARMSTRONG ADVISORY GROUP Inc. | 306 | $11,681 | $13,361.49 | $1,680.49 | 14.39% |
John Ritter Ritter Daniher Financial Advisory LLC / DE | 2,847 | $91,360.23 | $123,090.04 | $31,729.81 | 34.73% |
Rachel Faulk Cape Investment Advisory Inc. | 133 | $5,574 | $5,814.76 | $240.76 | 4.32% |
Mariana Coli Dunhill Financial LLC | 859 | $22,825.03 | $37,555.48 | $14,730.45 | 64.54% |
Lukas Lindgren Abound Wealth Management | 344 | $12,545.94 | $15,062.04 | $2,516.1 | 20.06% |
| RWA Rooted Wealth Advisors Inc. Rooted Wealth Advisors Inc. | 112,714 | $3.76M | $4.92M | $1.16M | 30.79% |
| AAL Avraham A. Levitan Glass Jacobson Investment Advisors LLC | 3,352 | $90,842.91 | $145,180.15 | $54,337.24 | 59.81% |
Jeffrey Steele Silverlake Wealth Management LLC | 84,060 | $2.74M | $3.65M | $908,584.54 | 33.17% |
Vincent Incerto LaSalle St. Investment Advisors LLC | 41,461 | $1.57M | $1.8M | $224,819.39 | 14.29% |
Melissa C. Anderson PCA Investment Advisory Services Inc. | 25,859 | $999,928.63 | $1.13M | $128,555.54 | 12.86% |
Annmarie Young KPP Advisory Services LLC | 65,121 | $2.41M | $2.83M | $422,062.93 | 17.54% |
John Hayes LongView Wealth Management | 35,252 | $1.33M | $1.54M | $208,056.34 | 15.68% |
Elliot Kallen Prosperity Wealth Management, Inc. | 12,227 | $370,938.84 | $531,324.28 | $160,385.44 | 43.24% |