| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
RPS Advisory Solutions LLC RPS ADVISORY SOLUTIONS LLC | 2,496 | $264,835.58 | $309,928.32 | $45,092.74 | 17.03% |
Andrew Bowers BridgePort Financial Solutions, LLC | 2,058 | $218,685.99 | $243,502.56 | $24,816.57 | 11.35% |
Carmen McClennon WR Wealth Planners, LLC | 896 | $82,339.14 | $106,014.72 | $23,675.58 | 28.75% |
Craig Small Symphony Financial Services, Inc. | 20,451 | $2.01M | $2.42M | $408,587.1 | 20.32% |
David A Rozenson Fairscale Capital, LLC | 1,660 | $156,645.9 | $206,869.2 | $50,223.3 | 32.06% |
Rana Choubah Meridian Financial Advisors, LLC | 1,832 | $227,479 | $216,762.24 | -$10,716.76 | -4.71% |
Chad Warrick Summit Wealth Partners, LLC | 226,956 | $12.26M | $26.85M | $14.6M | 119.11% |
| TAL TPG Advisors LLC TPG Advisors LLC | 2,430 | $221,438.61 | $287,517.6 | $66,078.99 | 29.84% |
Samantha Cox Capital Investment Counsel, LLC | 12,457 | $1.4M | $1.47M | $71,805.54 | 5.12% |
Alison Gould Persium Advisors, LLC | 6,304 | $632,890.08 | $745,889.28 | $112,999.2 | 17.85% |
Jackie Berry Hershey Financial Advisers, LLC | 4,851 | $602,349 | $602,348.67 | -$0.33 | - |
David Maddux Brightwater Advisory LLC | 30,268 | $2.29M | $3.76M | $1.46M | 63.77% |
Ariadne Wealth Management Ariadne Wealth Management, LP | 4,796 | $437,049.89 | $596,718.32 | $159,668.43 | 36.53% |
Bryan Gort Quest 10 Wealth Builders, Inc. | 4,166 | $419,847.62 | $492,921.12 | $73,073.5 | 17.4% |
Accelerate Investment Advisors LLC Accelerate Investment Advisors LLC | 2,946 | $312,923.56 | $366,541.32 | $53,617.76 | 17.13% |
| EM Eric Myers Carrera Capital Advisors | 3,648 | $431,183.97 | $431,631.36 | $447.39 | 0.1% |
Barry Carpenter Cascades Capital Asset Management, LLC | 3,264 | $347,759.62 | $408,946.56 | $61,186.94 | 17.59% |
| AJS Aaron Jerome Stephens LIFE LINE WEALTH MANAGEMENT LLC | 20,372 | $2.16M | $2.41M | $248,029.1 | 11.47% |
Paul V. Ryan Jr FLAGSHIP WEALTH ADVISORS, LLC | 1,446 | $178,221.38 | $171,090.72 | -$7,130.66 | -4% |
Taryn Anderson YANKCOM Partnership | 8,255 | $828,731.45 | $976,731.6 | $148,000.15 | 17.86% |