| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Courtney Haddad Concurrent Investment Advisors, LLC | 33,260 | $780,150.79 | $955,559.8 | $175,409.01 | 22.48% |
James Rankin Modern Wealth Management, LLC | 11,210 | $307,253 | $328,901.4 | $21,648.4 | 7.05% |
Derek Ripp Austin Wealth Management, LLC | 7,400 | $209,050 | $212,602 | $3,552 | 1.7% |
Ann Keitner Quantum Portfolio Management LLC | 24,687 | $643,916.91 | $724,316.58 | $80,399.67 | 12.49% |
Owen McCabe Tyche Wealth Partners LLC | 11,580 | $264,333.89 | $332,577.6 | $68,243.71 | 25.82% |
Uptick Partners LLC UPTICK PARTNERS, LLC | 11,492 | $289,195.69 | $330,739.76 | $41,544.07 | 14.37% |
Benjamin Carter Turtle Creek Wealth Advisors, LLC | 7,920 | $214,980.48 | $227,541.6 | $12,561.12 | 5.84% |
Taylor Wagner Valued Wealth Advisors LLC | 8,544 | $191,829.89 | $245,469.12 | $53,639.23 | 27.96% |
| MF Michael Fogarty Foundry Financial Group, Inc. | 254,210 | $5.41M | $7.3M | $1.9M | 35.06% |
Brad Sayre Shared Vision Wealth Group LLC | 8,184 | $193,567.41 | $235,126.32 | $41,558.91 | 21.47% |
Kent Keister Bear Mountain Capital, Inc. | 785 | $18,159.26 | $22,553.05 | $4,393.79 | 24.2% |
Keisuke Ichihara Rakuten Securities, Inc. | 6,117 | $165,880.31 | $177,821.19 | $11,940.88 | 7.2% |
Joshua Stipcich Tidemark, LLC | 1,220 | $24,891.3 | $35,111.6 | $10,220.3 | 41.06% |
Rob C. Alston Jr Quadcap Wealth Management, LLC | 51,507 | $1.05M | $1.48M | $424,953.87 | 40.29% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 101,266 | $2.74M | $2.94M | $201,721.87 | 7.36% |
Craig Silberg EVERPAR ADVISORS LLC | 31,690 | $778,662.08 | $910,453.7 | $131,791.62 | 16.93% |
Jody White Farrow Financial Inc. | 196,730 | $4.3M | $5.65M | $1.35M | 31.4% |
Marion Hebert CENTRAL VALLEY ADVISORS, LLC | 15,157 | $411,632.58 | $435,460.61 | $23,828.03 | 5.79% |
| JWM JPL Wealth Management LLC JPL Wealth Management, LLC | 510 | $13,843.95 | $14,963.4 | $1,119.45 | 8.09% |
Signal Advisors Wealth LLC Signal Advisors Wealth, LLC | 11,340 | $307,801.62 | $325,798.2 | $17,996.58 | 5.85% |