| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Mark Romin Lakeshore Financial Planning, Inc. | 2,004 | $333,224 | $336,090.84 | $2,866.84 | 0.86% |
Courtney Haddad Concurrent Investment Advisors, LLC | 39,596 | $5.31M | $6.58M | $1.27M | 23.89% |
Nicholas A. Coppola POWER WEALTH MANAGEMENT LLC | 4,905 | $655,810.24 | $824,187.15 | $168,376.91 | 25.67% |
Charles Corkery PUREfi Wealth, LLC | 3,118 | $447,744.1 | $522,249.41 | $74,505.31 | 16.64% |
Mark Weber DecisionMap Wealth Management, LLC | 2,738 | $356,335.23 | $459,326.88 | $102,991.65 | 28.9% |
Riley Stephenson Stephenson & Company, Inc. | 13,202 | $1.39M | $2.21M | $821,956.98 | 59.17% |
James Rankin Modern Wealth Management, LLC | 123,740 | $15.47M | $20.77M | $5.3M | 34.29% |
KKM Financial LLC KKM Financial LLC | 3,510 | $369,357 | $589,539.6 | $220,182.6 | 59.61% |
BRASS TAX WEALTH MANAGEMENT Inc. BRASS TAX WEALTH MANAGEMENT, INC | 4,359 | $549,075.35 | $727,691.46 | $178,616.11 | 32.53% |
David Vollmer PFS Partners, LLC | 193 | $21,937.22 | $32,073.7 | $10,136.48 | 46.21% |
Benj Foor Frazier Financial Advisors, LLC | 813 | $97,108.24 | $135,153.12 | $38,044.88 | 39.18% |
Amir Har-El Savvy Advisors, Inc. | 25,202 | $3.57M | $4.22M | $651,944.27 | 18.26% |
Cindi Hill Keener Financial Planning LLC | 9,760 | $1.38M | $1.63M | $255,842.95 | 18.56% |
Andrea N. Thompson WEST PACES ADVISORS INC. | 18 | $2,261 | $2,982.24 | $721.24 | 31.9% |
Owen McCabe Tyche Wealth Partners LLC | 2,185 | $358,904 | $364,458 | $5,554 | 1.55% |
William Ramsay Financial Symmetry Inc | 2,672 | $338,852.5 | $447,693.6 | $108,841.1 | 32.12% |
Jeff Ramsey Quotient Wealth Partners, LLC | 1,614 | $211,422.08 | $268,900.47 | $57,478.39 | 27.19% |
CARL LYMANGOOD Petros Family Wealth, LLC | 4,973 | $739,445.23 | $835,513.73 | $96,068.5 | 12.99% |
Kathryn Miceli Kiely Wealth Advisory Group, Inc. | 1,495 | $161,011 | $249,470.65 | $88,459.65 | 54.94% |
One Degree Advisors Inc. One Degree Advisors Inc | 1,633 | $268,252.91 | $273,527.5 | $5,274.59 | 1.97% |