| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
JAMES ELIOS Elios Financial Group Inc. | 5,027 | $397,735.54 | $513,834.8 | $116,099.26 | 29.19% |
Curtis Harrell Tounjian Advisory Partners LLC | 793 | $76,771 | $81,298.36 | $4,527.36 | 5.9% |
Proactive Wealth Strategies LLC Proactive Wealth Strategies LLC | 11,299 | $955,110.15 | $1.16M | $204,280.24 | 21.39% |
Tory Parke Three Seasons Wealth LLC | 7,271 | $470,986.47 | $746,513.57 | $275,527.1 | 58.5% |
Winebrenner Capital Management LLC Winebrenner Capital Management LLC | 11,671 | $892,393.14 | $1.2M | $306,335.27 | 34.33% |
REAP Financial Group LLC REAP Financial Group LLC | 1,865 | $135,144.61 | $191,190.47 | $56,045.86 | 41.47% |
Nova Wealth Management Inc. Nova Wealth Management Inc. | 1,775 | $135,710.1 | $181,964.12 | $46,254.02 | 34.08% |
Samira Kadam Synergy Investment Management LLC | 1,189 | $109,759 | $121,943.84 | $12,184.84 | 11.1% |
Katie A. Bruno Morey & Quinn Wealth Partners LLC | 7,650 | $584,919.2 | $785,004.75 | $200,085.55 | 34.21% |
Rossby Financial LLC Rossby Financial LLC | 2,140 | $167,804.78 | $218,793.6 | $50,988.82 | 30.39% |
MPWM Advisory Solutions LLC MPWM Advisory Solutions LLC | 9,692 | $763,837.15 | $993,575.38 | $229,738.23 | 30.08% |
Ameriflex Group Inc. Ameriflex Group Inc. | 103 | $8,582.5 | $10,530.2 | $1,947.7 | 22.69% |
IFS Group LLC IFS Group LLC | 6,212 | $520,466.66 | $635,860.32 | $115,393.66 | 22.17% |