| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Caldwell Trust Co Caldwell Trust Co | 1,851 | $97,013.44 | $142,240.09 | $45,226.65 | 46.62% |
Gibbs Wealth Management Gibbs Wealth Management | 5,229 | $364,739 | $403,391.2 | $38,652.2 | 10.6% |
Sarah H. Schmidt Summit Wealth Group LLC / CO | 50,806 | $3.54M | $3.92M | $376,775.56 | 10.63% |
Provenance Wealth Advisors LLC Provenance Wealth Advisors LLC | 3,749 | $303,632.91 | $288,448.06 | -$15,184.85 | -5% |
Bonnie Courtney Cambridge Financial Group LLC | 11,141 | $577,214.33 | $863,148.97 | $285,934.64 | 49.54% |
Matthew Jenkins GatePass Capital LLC | 6,335 | $458,705.51 | $491,786.05 | $33,080.54 | 7.21% |
Basepoint Wealth LLC Basepoint Wealth LLC | 2,137 | $144,537.59 | $164,410.09 | $19,872.5 | 13.75% |
United Financial Planning Group LLC United Financial Planning Group LLC | 103,354 | $6.87M | $7.95M | $1.08M | 15.71% |
Abbington Investment Group Abbington Investment Group | 10,812 | $714,060.82 | $841,065.48 | $127,004.66 | 17.79% |
Invested Advisors Invested Advisors | 14,058 | $926,703.36 | $1.09M | $162,440.19 | 17.53% |
Blalock Williams LLC Blalock Williams LLC | 36,062 | $2.3M | $2.79M | $497,084.17 | 21.64% |
Aventus Investment Advisors Inc. Aventus Investment Advisors Inc. | 27,741 | $2.3M | $2.15M | -$145,012.86 | -6.31% |
Plan A Wealth LLC Plan A Wealth LLC | 3,108 | $177,089.74 | $240,232.86 | $63,143.12 | 35.66% |
Brian Mann Mann Financial Group Inc. | 36,992 | $2.58M | $2.89M | $308,512.92 | 11.96% |
Berman McAleer LLC Berman McAleer LLC | 33,298 | $2.2M | $2.58M | $389,087.29 | 17.73% |
Jon Borer Capitolis Liquid Global Markets LLC | 409,300 | $33.91M | $31.61M | -$2.3M | -6.77% |
Payne Capital LLC Payne Capital LLC | 22,320 | $1.56M | $1.74M | $179,602.34 | 11.54% |
Wallace Jones WJ Financial Advisors LLC | 5,294 | $369,411.1 | $409,755.6 | $40,344.5 | 10.92% |
Kerr Financial Planning Corp Kerr Financial Planning Corp | 1,195 | $80,878 | $91,776 | $10,898 | 13.47% |
Sarah Byrd Alpha Advisors LLC/VA | 11,178 | $585,234.96 | $869,536.62 | $284,301.66 | 48.58% |