| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| CWP Charles W. Petredis, CFA Petredis Investment Advisors LLC | 1,159 | $218,082 | $223,982.54 | $5,900.54 | 2.71% |
Moises Valladares Insigneo Advisory Services LLC | 2,647 | $440,220.19 | $500,428.58 | $60,208.39 | 13.68% |
John Canning Mi LLCreek Capital Advisors LLC | 2,792 | $405,462.85 | $533,299.92 | $127,837.07 | 31.53% |
David Stevens Stevens Capital Partners | 78,151 | $9.4M | $15M | $5.6M | 59.64% |
Daniel McGlinn Grey Fox Wealth Advisors LLC | 6,779 | $604,609.62 | $1.3M | $697,704.07 | 115.4% |
Andrew T. Gardener Tanglewood Legacy Advisors LLC | 335,931 | $30.63M | $64.11M | $33.48M | 109.3% |
Paul B. Ordonio Park Place Capital Corp. | 7,722 | $1.14M | $1.49M | $353,590.01 | 31.12% |
| SM Sarah Moore BOS Asset Management LLC | 59,795 | $7.55M | $11.48M | $3.93M | 52% |
Jeffrey Steele Silverlake Wealth Management LLC | 3,944 | $702,724.01 | $751,292.56 | $48,568.55 | 6.91% |
Johnathan Kasting DDFG Inc. | 259,264 | $23.01M | $50.05M | $27.04M | 117.51% |
| PIL PFG Investments LLC PFG Investments LLC | 7,038 | $687,689.9 | $1.36M | $668,954.98 | 97.28% |
| JC Jared Calvert Buck Wealth Strategies LLC | 1 | $188 | $192.25 | $4.25 | 2.26% |
Scott Boyce Decker Retirement Planning Inc. | 103 | $16,948 | $19,593.17 | $2,645.17 | 15.61% |
David Silver INSTRUMENTAL WEALTH, LLC | 2,048 | $339,173.58 | $394,076.16 | $54,902.58 | 16.19% |
| MN Mark Neitzel M1 Capital Management LLC | 2,139 | $298,031.11 | $413,372.44 | $115,341.33 | 38.7% |
Andrew Kirchner ELEVATION WEALTH PARTNERS, LLC | 118,622 | $11.38M | $22.92M | $11.54M | 101.37% |
Gregory Bosch Strategies Wealth Advisors, LLC | 134,539 | $12.7M | $25.74M | $13.04M | 102.62% |
Melissa C. Anderson PCA Investment Advisory Services Inc. | 98,081 | $9.97M | $18.87M | $8.9M | 89.22% |
Joe-Ben O'Banion TITLEIST ASSET MANAGEMENT, LLC | 5,772 | $958,155.61 | $1.1M | $139,823.09 | 14.59% |
Courtney Holt Compound Planning, Inc. | 1,088 | $204,558 | $209,396.48 | $4,838.48 | 2.37% |