| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
BRASS TAX WEALTH MANAGEMENT Inc. BRASS TAX WEALTH MANAGEMENT, INC | 4,359 | $549,075.35 | $713,175.99 | $164,100.64 | 29.89% |
David Vollmer PFS Partners, LLC | 193 | $21,937.22 | $31,576.73 | $9,639.51 | 43.94% |
Benj Foor Frazier Financial Advisors, LLC | 813 | $97,108.24 | $137,844.15 | $40,735.91 | 41.95% |
Amir Har-El Savvy Advisors, Inc. | 24,859 | $3.51M | $4.07M | $553,378.53 | 15.75% |
Cindi Hill Keener Financial Planning LLC | 9,760 | $1.38M | $1.6M | $218,559.75 | 15.86% |
Andrea N. Thompson WEST PACES ADVISORS INC. | 18 | $2,261 | $2,944.98 | $683.98 | 30.25% |
Owen McCabe Tyche Wealth Partners LLC | 2,185 | $358,904 | $367,932.15 | $9,028.15 | 2.52% |
William Ramsay Financial Symmetry Inc | 2,666 | $337,854.82 | $436,184.26 | $98,329.44 | 29.1% |
Jeff Ramsey Quotient Wealth Partners, LLC | 1,946 | $254,116.86 | $318,385.06 | $64,268.2 | 25.29% |
CARL LYMANGOOD Petros Family Wealth, LLC | 4,973 | $739,445.23 | $813,632.53 | $74,187.3 | 10.03% |
Kathryn Miceli Kiely Wealth Advisory Group, Inc. | 1,495 | $161,011 | $244,596.95 | $83,585.95 | 51.91% |
Twin Peaks Wealth Advisors LLC TWIN PEAKS WEALTH ADVISORS, LLC | 3,809 | $579,175.86 | $645,892.13 | $66,716.27 | 11.52% |
Integrity Wealth Solutions LLC Integrity Wealth Solutions LLC | 1,238 | $203,444 | $202,549.18 | -$894.82 | -0.44% |
Benjamin Carter Turtle Creek Wealth Advisors, LLC | 58,632 | $6.17M | $9.59M | $3.42M | 55.48% |
Taylor Wagner Valued Wealth Advisors LLC | 162 | $20,533.1 | $26,504.82 | $5,971.72 | 29.08% |
Mark Heider Peirce Capital Management, LLC | 166,936 | $19.15M | $27.31M | $8.16M | 42.61% |
Brad Sayre Shared Vision Wealth Group LLC | 1,382 | $227,073 | $226,109.02 | -$963.98 | -0.42% |
Kaitlyn Barnes Financial Architects, LLC | 18,355 | $2.34M | $3M | $665,633.17 | 28.48% |
Tracey Daigle ROBINSON SMITH WEALTH ADVISORS LLC | 13,764 | $1.51M | $2.25M | $738,584.71 | 48.8% |
Mark Fonville Fonville Wealth Management LLC | 33,744 | $3.55M | $5.52M | $1.97M | 55.48% |