| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Brandon Smith FLYWHEEL PRIVATE WEALTH LLC | 22,796 | $2.29M | $2.83M | $544,049.34 | 23.77% |
| CCA City Center Advisors LLC City Center Advisors, LLC | 2,367 | $296,490 | $300,893.04 | $4,403.04 | 1.49% |
| LCB Lawrence C. Busch Sage Capital Management, LLC | 17,360 | $1.32M | $2.15M | $827,172.93 | 62.72% |
| DWM Diversify Wealth Management LLC DIVERSIFY WEALTH MANAGEMENT, LLC | 98,418 | $10.49M | $12.17M | $1.68M | 15.98% |
Kelly Dixon Cannon Financial Strategists, Inc. | 19,871 | $1.53M | $2.45M | $925,411.29 | 60.56% |
Neisy Arnez Drucker Wealth 3.0, LLC | 2,901 | $264,401.18 | $355,532.05 | $91,130.87 | 34.47% |
RPS Advisory Solutions LLC RPS ADVISORY SOLUTIONS LLC | 2,496 | $264,835.58 | $310,177.92 | $45,342.34 | 17.12% |
Andrew Bowers BridgePort Financial Solutions, LLC | 2,058 | $218,685.99 | $252,413.7 | $33,727.71 | 15.42% |
Carmen McClennon WR Wealth Planners, LLC | 896 | $82,339.14 | $111,099.52 | $28,760.38 | 34.93% |
Craig Small Symphony Financial Services, Inc. | 20,451 | $2.01M | $2.54M | $530,270.55 | 26.37% |
David A Rozenson Fairscale Capital, LLC | 1,660 | $156,645.9 | $202,661.1 | $46,015.2 | 29.38% |
Rana Choubah Meridian Financial Advisors, LLC | 1,832 | $227,479 | $224,694.8 | -$2,784.2 | -1.22% |
| TAL TPG Advisors LLC TPG Advisors LLC | 2,430 | $221,438.61 | $295,196.4 | $73,757.79 | 33.31% |
Samantha Cox Capital Investment Counsel, LLC | 12,457 | $1.4M | $1.53M | $125,744.35 | 8.97% |
Alison Gould Persium Advisors, LLC | 6,304 | $632,890.08 | $780,025.44 | $147,135.36 | 23.25% |
Jackie Berry Hershey Financial Advisers, LLC | 4,851 | $602,349 | $599,535.09 | -$2,813.91 | -0.47% |
David Maddux Brightwater Advisory LLC | 30,268 | $2.29M | $3.74M | $1.45M | 63% |
Ariadne Wealth Management Ariadne Wealth Management, LP | 4,796 | $437,049.89 | $588,205.42 | $151,155.53 | 34.59% |
Bryan Gort Quest 10 Wealth Builders, Inc. | 4,166 | $419,847.62 | $505,252.48 | $85,404.86 | 20.34% |
Accelerate Investment Advisors LLC Accelerate Investment Advisors LLC | 2,946 | $312,923.56 | $363,580.59 | $50,657.03 | 16.19% |