| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Twin Peaks Wealth Advisors LLC TWIN PEAKS WEALTH ADVISORS, LLC | 2,552 | $322,432.52 | $349,317.76 | $26,885.24 | 8.34% |
PETER KRUSSEL Southland Equity Partners LLC | 2,338 | $217,032.74 | $318,879.82 | $101,847.08 | 46.93% |
Oscar Spain JAMISON PRIVATE WEALTH MANAGEMENT, INC. | 16,495 | $1.71M | $2.26M | $549,808.74 | 32.21% |
Integrity Wealth Solutions LLC Integrity Wealth Solutions LLC | 2,756 | $306,157.16 | $380,576.04 | $74,418.88 | 24.31% |
Benjamin Carter Turtle Creek Wealth Advisors, LLC | 42,105 | $5.29M | $5.78M | $487,830.01 | 9.22% |
Taylor Wagner Valued Wealth Advisors LLC | 1,919 | $208,019.34 | $260,811.29 | $52,791.95 | 25.38% |
Steven JE Manders BKM Wealth Management, LLC | 5,201 | $566,380.64 | $715,449.56 | $149,068.92 | 26.32% |
| MF Michael Fogarty Foundry Financial Group, Inc. | 2,446 | $264,779.56 | $334,135.83 | $69,356.27 | 26.19% |
Andrew Schiff TRITONPOINT WEALTH, LLC | 30,728 | $3.42M | $4.19M | $774,819.89 | 22.66% |
Brad Sayre Shared Vision Wealth Group LLC | 4,681 | $551,866.83 | $641,577.86 | $89,711.03 | 16.26% |
| SPI Stonebrook Private Inc. Stonebrook Private Inc. | 2,089 | $258,537.27 | $285,211.17 | $26,673.9 | 10.32% |
| MG Melissa Glennie Capital Management Associates, Inc | 9,141 | $1M | $1.26M | $253,980.76 | 25.29% |
Anthony Blagrove Traveka Wealth, LLC | 2,880 | $318,293.32 | $395,424 | $77,130.68 | 24.23% |
Heidi Hargis WETZEL INVESTMENT ADVISORS, INC. | 3,160 | $339,312.65 | $435,890.4 | $96,577.75 | 28.46% |
Julie Beswick Advantage Trust Co | 307 | $33,233 | $42,151.1 | $8,918.1 | 26.84% |
Cody Gehman Stonebridge Financial Group, LLC | 1,953 | $234,478.3 | $266,623.56 | $32,145.26 | 13.71% |
Kent Keister Bear Mountain Capital, Inc. | 533 | $55,074.91 | $73,098.28 | $18,023.37 | 32.73% |
BRADLEY LEWIS HRC WEALTH MANAGEMENT, LLC | 11,785 | $1.33M | $1.6M | $269,058.4 | 20.19% |
Kevin Stillman Evernest Financial Advisors, LLC | 44,679 | $4.97M | $6.14M | $1.17M | 23.55% |
Joshua Stipcich Tidemark, LLC | 1,628 | $198,274.94 | $222,156.88 | $23,881.94 | 12.04% |