| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Patrick J. DiNuzzo DiNuzzo Private Wealth, Inc. | 134 | $4,615 | $5,531.52 | $916.52 | 19.86% |
| SPS Sean P. Skuja QRG CAPITAL MANAGEMENT, INC. | 22,682 | $820,005.06 | $936,312.96 | $116,307.9 | 14.18% |
Jesse Steele Etesian Wealth Advisors, Inc. | 140,455 | $4.67M | $5.8M | $1.13M | 24.13% |
Courtney Haddad Concurrent Investment Advisors, LLC | 367,504 | $12.58M | $15.17M | $2.59M | 20.56% |
James Rankin Modern Wealth Management, LLC | 42,982 | $1.35M | $1.77M | $427,234.88 | 31.72% |
David Vollmer PFS Partners, LLC | 1,117 | $40,386.04 | $46,109.76 | $5,723.72 | 14.17% |
Benj Foor Frazier Financial Advisors, LLC | 4,745 | $133,097.4 | $197,747.87 | $64,650.47 | 48.57% |
Amir Har-El Savvy Advisors, Inc. | 15,091 | $505,620.5 | $622,956.48 | $117,335.98 | 23.21% |
Ann Keitner Quantum Portfolio Management LLC | 108,584 | $3.95M | $4.48M | $537,050.92 | 13.61% |
Kathryn Miceli Kiely Wealth Advisory Group, Inc. | 452 | $12,067 | $18,658.56 | $6,591.56 | 54.62% |
Taylor Wagner Valued Wealth Advisors LLC | 66 | $2,526 | $2,724.48 | $198.48 | 7.86% |
Brad Sayre Shared Vision Wealth Group LLC | 23,245 | $884,071.2 | $959,553.6 | $75,482.4 | 8.54% |
Michelle Taylor BALANCED WEALTH GROUP LLC | 314,528 | $11.47M | $13.11M | $1.64M | 14.26% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 366 | $12,637.53 | $15,181.68 | $2,544.15 | 20.13% |
Focus Financial Network Inc. Focus Financial Network, Inc. | 30,652 | $939,285.35 | $1.27M | $326,029.21 | 34.71% |
Jay David Franklin Clarity Capital Advisors, LLC | 18,017 | $498,298.29 | $743,741.76 | $245,443.47 | 49.26% |
| FTM F. Thomas Mosley Mosley Wealth Management | 1,341 | $51,972.01 | $55,356.48 | $3,384.47 | 6.51% |
| AIM Advyzon Investment Management LLC Advyzon Investment Management, LLC | 12,051 | $444,720.2 | $497,465.28 | $52,745.08 | 11.86% |
Tammy Trenta FF Advisors,LLC | 50,911 | $1.38M | $2.1M | $719,881.54 | 52.1% |
Brandon Hobson Silver Coast Investments LLC | 156,502 | $6.03M | $6.46M | $433,148 | 7.19% |