| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Brandon Collier Collier Financial | 3,638 | $147,850 | $220,717.46 | $72,867.46 | 49.28% |
Craig Kurth PCG Wealth Advisors LLC | 66,701 | $3.67M | $4.05M | $378,175.04 | 10.31% |
Barry Oliver Capital Performance Advisors LLP | 16,637 | $913,152.43 | $1.05M | $139,304.19 | 15.26% |
David Mailloux WealthCare Investment Partners LLC | 131,304 | $7.04M | $8.25M | $1.21M | 17.14% |
Ryan Gough Perfromance Wealth Partners LLC | 83,189 | $4.58M | $5.22M | $640,690.33 | 13.99% |
| CB Catherine Bluvol Next Level Private LLC | 15,573 | $854,023.32 | $944,813.91 | $90,790.59 | 10.63% |
| GC Gregory Clinton KRAEMATON INVESTMENT ADVISORS Inc. | 62,634 | $3.39M | $3.8M | $411,373.61 | 12.14% |
Brenda Bickle Adamsbrown Wealth Consultants LLC | 624,654 | $33.55M | $37.9M | $4.35M | 12.96% |
Richard A. Flora Key Client Fiduciary Advisors LLC | 16,193 | $786,924.56 | $982,429.31 | $195,504.75 | 24.84% |
| EM Erin Mccann Simplicity Wealth LLC | 135,229 | $8.15M | $8.2M | $51,387.02 | 0.63% |
| LV Leah Vaden Redwood Financial Network Corp. | 5,359 | $323,094.11 | $336,598.79 | $13,504.68 | 4.18% |
Matthew Heller Willner & Heller LLC | 6,317 | $349,728.99 | $383,252.39 | $33,523.4 | 9.59% |
Michael Stulic Astoria Portfolio Advisors LLC | 29,756 | $1.74M | $1.81M | $64,969.05 | 3.73% |
Leonid Berline ARMSTRONG ADVISORY GROUP Inc. | 1,480 | $75,836 | $92,218.8 | $16,382.8 | 21.6% |
| DAL Drake & Associates LLC Drake & Associates LLC | 598,229 | $31.84M | $37.26M | $5.42M | 17.02% |
| LWM Lodestone Wealth Management LLC Lodestone Wealth Management LLC | 2,054 | $114,141 | $127,748.53 | $13,607.53 | 11.92% |
Victoria Latham Fiduciary Alliance LLC | 8,352 | $460,062.32 | $520,246.08 | $60,183.76 | 13.08% |
Kellie Borror Daner Wealth Management LLC | 13,278 | $701,340 | $827,153.01 | $125,813.01 | 17.94% |
Belena Vincetti Fortis Capital Advisors LLC | 6,815 | $379,653.75 | $424,506.35 | $44,852.6 | 11.81% |
| RWA Rooted Wealth Advisors Inc. Rooted Wealth Advisors Inc. | 428,286 | $23.5M | $26.68M | $3.18M | 13.51% |