| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Bradley Harsch Strategic Advocates LLC | 25 | $5,671.46 | $6,810.5 | $1,139.04 | 20.08% |
Christopher C. Powers Farther Finance Advisors, LLC | 6,894 | $1.35M | $1.86M | $514,827.12 | 38.21% |
Envestnet Portfolio Solutions Inc. Envestnet Portfolio Solutions, Inc. | 3,347 | $660,233.28 | $913,262.42 | $253,029.14 | 38.32% |
Jay Annis Annis Gardner Whiting Capital Advisors, LLC | 300 | $43,092 | $81,858 | $38,766 | 89.96% |
MICHAEL DE LUZ Williams & Novak, LLC | 4,472 | $642,358.34 | $1.22M | $575,143.66 | 89.54% |
Amy Jones BARLOW WEALTH PARTNERS, INC. | 1,492 | $216,685.34 | $404,660.24 | $187,974.9 | 86.75% |
| AK Alisha Kamadia United Community Bank | 250 | $46,220.13 | $68,215 | $21,994.87 | 47.59% |
Charles Corkery PUREfi Wealth, LLC | 4,515 | $834,733 | $1.23M | $394,475.75 | 47.26% |
James Rankin Modern Wealth Management, LLC | 7,277 | $1.37M | $1.99M | $616,775.14 | 45.06% |
David Vollmer PFS Partners, LLC | 31 | $4,266.81 | $8,458.66 | $4,191.85 | 98.24% |
Benj Foor Frazier Financial Advisors, LLC | 23 | $4,542 | $6,275.78 | $1,733.78 | 38.17% |
Amir Har-El Savvy Advisors, Inc. | 9,610 | $1.79M | $2.62M | $830,622.53 | 46.43% |
Uptick Partners LLC UPTICK PARTNERS, LLC | 1,114 | $231,768 | $303,966.04 | $72,198.04 | 31.15% |
Jon Deven Mouton CAP Partners, LLC | 7,750 | $1.15M | $2.11M | $969,214.85 | 84.61% |
Oxford Wealth Group LLC Oxford Wealth Group, LLC | 17,133 | $3.85M | $4.67M | $825,618.28 | 21.45% |
Taylor Wagner Valued Wealth Advisors LLC | 50 | $8,063.89 | $13,629.25 | $5,565.36 | 69.02% |
| SPI Stonebrook Private Inc. Stonebrook Private Inc. | 9,449 | $1.37M | $2.58M | $1.21M | 88.35% |
| MG Melissa Glennie Capital Management Associates, Inc | 2,260 | $380,954.18 | $616,042.1 | $235,087.92 | 61.71% |
Wayne Atkins VCI Wealth Management LLC | 3,440 | $759,379.44 | $937,692.4 | $178,312.96 | 23.48% |
Joshua Stipcich Tidemark, LLC | 14 | $2,913 | $3,820.67 | $907.67 | 31.16% |