| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| TJM Tyler J McMurray VISIONARY HORIZONS, LLC | 2,860 | $519,011 | $694,122 | $175,111 | 33.74% |
Amir Har-El Savvy Advisors, Inc. | 2,810 | $398,574.57 | $685,415.2 | $286,840.63 | 71.97% |
David W. Lewis Lewis Asset Management, LLC | 8,312 | $1.46M | $2.03M | $575,389.79 | 39.54% |
Andrea N. Thompson WEST PACES ADVISORS INC. | 400 | $52,821.63 | $97,714 | $44,892.37 | 84.99% |
Owen McCabe Tyche Wealth Partners LLC | 15,999 | $2.46M | $3.91M | $1.45M | 59.1% |
Jeff Ramsey Quotient Wealth Partners, LLC | 27,976 | $4.18M | $6.83M | $2.66M | 63.69% |
Uptick Partners LLC UPTICK PARTNERS, LLC | 1,614 | $313,719.71 | $394,275.99 | $80,556.28 | 25.68% |
Twin Peaks Wealth Advisors LLC TWIN PEAKS WEALTH ADVISORS, LLC | 927 | $168,187 | $226,113.84 | $57,926.84 | 34.44% |
Benjamin Carter Turtle Creek Wealth Advisors, LLC | 968 | $175,615 | $236,114.56 | $60,499.56 | 34.45% |
Andrew Schiff TRITONPOINT WEALTH, LLC | 95,326 | $12M | $23.25M | $11.25M | 93.79% |
Brad Sayre Shared Vision Wealth Group LLC | 5,839 | $735,247.76 | $1.42M | $689,001.12 | 93.71% |
Neal D. Carlson Forthright Family Wealth Advisory LLC | 25,388 | $3.48M | $6.16M | $2.68M | 77.18% |
| SPI Stonebrook Private Inc. Stonebrook Private Inc. | 2,378 | $465,749.33 | $580,041.76 | $114,292.43 | 24.54% |
Heidi Hargis WETZEL INVESTMENT ADVISORS, INC. | 3,906 | $488,440.91 | $952,751.52 | $464,310.61 | 95.06% |
Joshua Stipcich Tidemark, LLC | 190 | $25,316.83 | $46,421.75 | $21,104.92 | 83.36% |
Rob C. Alston Jr Quadcap Wealth Management, LLC | 1,865 | $229,564.25 | $455,666.12 | $226,101.87 | 98.49% |
Andrea Butler Sequent Planning LLC | 1,674 | $303,700 | $409,000.05 | $105,300.05 | 34.67% |
| PF Patricia France Gilliland Jeter Wealth Management LLC | 24,200 | $3.13M | $5.91M | $2.79M | 89.17% |
KURT TRAULSEN EVOLUTION WEALTH MANAGEMENT INC. | 2,204 | $401,589.49 | $538,492.3 | $136,902.81 | 34.09% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 4,731 | $812,643.74 | $1.15M | $339,165.52 | 41.74% |