| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Courtney Haddad Concurrent Investment Advisors, LLC | 367,222 | $15.96M | $17.95M | $1.99M | 12.45% |
James Rankin Modern Wealth Management, LLC | 282,502 | $12.67M | $13.82M | $1.15M | 9.09% |
BRASS TAX WEALTH MANAGEMENT Inc. BRASS TAX WEALTH MANAGEMENT, INC | 6,732 | $302,221.84 | $331,450.02 | $29,228.18 | 9.67% |
David Vollmer PFS Partners, LLC | 247 | $10,597.96 | $12,141.28 | $1,543.32 | 14.56% |
Amir Har-El Savvy Advisors, Inc. | 36,288 | $1.53M | $1.78M | $243,121.22 | 15.87% |
United Advisor Group LLC United Advisor Group, LLC | 6,165 | $261,610.52 | $302,793.97 | $41,183.45 | 15.74% |
Phillip G. Trueblood Trueblood Wealth Management, LLC | 18,020 | $744,726.11 | $886,764.2 | $142,038.09 | 19.07% |
Twin Peaks Wealth Advisors LLC TWIN PEAKS WEALTH ADVISORS, LLC | 11,937 | $496,637.29 | $588,971.58 | $92,334.29 | 18.59% |
PETER KRUSSEL Southland Equity Partners LLC | 89,349 | $3.71M | $4.4M | $684,778.84 | 18.45% |
| KK Katelyn Kappius Traction Financial Partners, LLC | 9,742 | $435,467.56 | $476,578.64 | $41,111.08 | 9.44% |
Mark Fonville Fonville Wealth Management LLC | 22,623 | $939,008.69 | $1.12M | $177,662.59 | 18.92% |
Heidi Hargis WETZEL INVESTMENT ADVISORS, INC. | 6,559 | $266,033.04 | $324,211.37 | $58,178.33 | 21.87% |
Joshua Stipcich Tidemark, LLC | 12,219 | $500,539.21 | $596,837.05 | $96,297.84 | 19.24% |
Andrea Butler Sequent Planning LLC | 30,501 | $1.3M | $1.5M | $203,797.24 | 15.71% |
Michelle Taylor BALANCED WEALTH GROUP LLC | 102,256 | $4.18M | $5M | $822,574.62 | 19.69% |
| PF Patricia France Gilliland Jeter Wealth Management LLC | 4,617 | $187,369.46 | $228,102.88 | $40,733.42 | 21.74% |
KURT TRAULSEN EVOLUTION WEALTH MANAGEMENT INC. | 105 | $4,938 | $5,128.2 | $190.2 | 3.85% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 3,177 | $147,476.02 | $153,671.49 | $6,195.47 | 4.2% |
Linda J. Farinola OMNI 360 Wealth, Inc. | 6,164 | $250,465.43 | $304,686.52 | $54,221.09 | 21.65% |
| LR Lora Rommel EHRLICH FINANCIAL GROUP | 9,232 | $374,450.32 | $451,444.8 | $76,994.48 | 20.56% |