| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
KKM Financial LLC KKM Financial LLC | 1,314 | $391,438.93 | $496,455.48 | $105,016.55 | 26.83% |
David Vollmer PFS Partners, LLC | 81 | $19,104.79 | $30,653.23 | $11,548.44 | 60.45% |
Benj Foor Frazier Financial Advisors, LLC | 110 | $27,745 | $41,627.85 | $13,882.85 | 50.04% |
Amir Har-El Savvy Advisors, Inc. | 3,295 | $1.04M | $1.25M | $200,993.79 | 19.25% |
Ann Keitner Quantum Portfolio Management LLC | 11,687 | $3.65M | $4.42M | $768,541.19 | 21.03% |
David W. Lewis Lewis Asset Management, LLC | 5,136 | $1.48M | $1.94M | $462,916.52 | 31.26% |
Andrea N. Thompson WEST PACES ADVISORS INC. | 216 | $47,144.61 | $81,741.96 | $34,597.35 | 73.39% |
United Advisor Group LLC United Advisor Group, LLC | 1,731 | $527,068.98 | $655,070.98 | $128,002 | 24.29% |
Jeff Ramsey Quotient Wealth Partners, LLC | 1,331 | $337,434.46 | $503,696.98 | $166,262.52 | 49.27% |
Uptick Partners LLC UPTICK PARTNERS, LLC | 1,137 | $328,293.83 | $430,280.59 | $101,986.76 | 31.07% |
Twin Peaks Wealth Advisors LLC TWIN PEAKS WEALTH ADVISORS, LLC | 50 | $15,691 | $18,895.25 | $3,204.25 | 20.42% |
Integrity Wealth Solutions LLC Integrity Wealth Solutions LLC | 2,217 | $559,275.4 | $838,990.39 | $279,714.99 | 50.01% |
Benjamin Carter Turtle Creek Wealth Advisors, LLC | 20 | $6,276 | $7,558.1 | $1,282.1 | 20.43% |
Andrew Schiff TRITONPOINT WEALTH, LLC | 18,215 | $4.6M | $6.88M | $2.28M | 49.49% |
Kent Keister Bear Mountain Capital, Inc. | 91 | $21,953.93 | $34,389.35 | $12,435.42 | 56.64% |
Curtis Burkholder Bare Financial Services, Inc | 11,420 | $2.95M | $4.31M | $1.36M | 46.18% |
Joshua Stipcich Tidemark, LLC | 372 | $94,239.22 | $140,524.86 | $46,285.64 | 49.12% |
Rob C. Alston Jr Quadcap Wealth Management, LLC | 3,400 | $916,319.43 | $1.28M | $368,047.57 | 40.17% |
| PF Patricia France Gilliland Jeter Wealth Management LLC | 1,183 | $371,237 | $446,884.16 | $75,647.16 | 20.38% |
KURT TRAULSEN EVOLUTION WEALTH MANAGEMENT INC. | 29 | $9,367 | $10,954.89 | $1,587.89 | 16.95% |