| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Michael G. Hansen IAMS WEALTH MANAGEMENT, LLC | 28,642 | $2.01M | $2.89M | $882,657.09 | 43.87% |
Courtney Haddad Concurrent Investment Advisors, LLC | 9,375 | $720,805.44 | $947,437.48 | $226,632.04 | 31.44% |
Phillip G. Trueblood Trueblood Wealth Management, LLC | 41,476 | $3.09M | $4.19M | $1.1M | 35.54% |
Joshua Stipcich Tidemark, LLC | 3,169 | $224,500.32 | $323,765 | $99,264.68 | 44.22% |
Andrea Butler Sequent Planning LLC | 3,608 | $291,042.28 | $368,106.2 | $77,063.92 | 26.48% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 508 | $43,735.38 | $52,227.58 | $8,492.2 | 19.42% |
Jessica Vickery BlueChip Wealth Advisors LLC | 4,518 | $351,516.36 | $456,589.07 | $105,072.71 | 29.89% |
Michael Bailey MGB Wealth Management, LLC | 5,648 | $400,380.09 | $570,786.87 | $170,406.78 | 42.56% |
Cynthia Schlanger Ashton Thomas Private Wealth, LLC | 3,814 | $260,573.9 | $385,442.83 | $124,868.93 | 47.92% |
Keith Schoenfeld Mowery & Schoenfeld Wealth Management, LLC | 951 | $92,084 | $96,108.06 | $4,024.06 | 4.37% |
Kevyn Hill Hilltop National Bank | 1,037 | $76,323 | $104,799.22 | $28,476.22 | 37.31% |
Matthew Richmond Richmond Investment Services, LLC | 5,560 | $437,302.1 | $561,893.59 | $124,591.49 | 28.49% |
David Van Overeem RMR Capital Management, LLC | 11,090 | $798,407.4 | $1.12M | $322,347.98 | 40.37% |
Bryan Gort Quest 10 Wealth Builders, Inc. | 25 | $2,420 | $2,526.5 | $106.5 | 4.4% |
JAMES ELIOS Elios Financial Group Inc. | 5,027 | $397,735.54 | $508,028.61 | $110,293.07 | 27.73% |
Curtis Harrell Tounjian Advisory Partners LLC | 793 | $76,771 | $81,017.88 | $4,246.88 | 5.53% |
Proactive Wealth Strategies LLC Proactive Wealth Strategies LLC | 11,299 | $955,110.15 | $1.15M | $197,105.37 | 20.64% |
Tory Parke Three Seasons Wealth LLC | 7,271 | $470,986.47 | $741,860.13 | $270,873.66 | 57.51% |
Winebrenner Capital Management LLC Winebrenner Capital Management LLC | 11,673 | $892,546.06 | $1.19M | $297,691.38 | 33.35% |
REAP Financial Group LLC REAP Financial Group LLC | 2,559 | $184,306.98 | $261,158.74 | $76,851.76 | 41.7% |