| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Oxford Wealth Group LLC Oxford Wealth Group, LLC | 2,371 | $1.89M | $2.89M | $1.01M | 53.32% |
Benjamin Carter Turtle Creek Wealth Advisors, LLC | 27,818 | $23.69M | $31.96M | $8.26M | 34.88% |
Taylor Wagner Valued Wealth Advisors LLC | 125 | $99,067.31 | $143,605 | $44,537.69 | 44.96% |
Steven JE Manders BKM Wealth Management, LLC | 408 | $347,606.82 | $468,726.71 | $121,119.89 | 34.84% |
| TSB Thomas S. Breitbach Vivid Wealth Management, LLC | 2,204 | $2.64M | $2.53M | -$111,500.71 | -4.22% |
Darin Sadow Freestone Grove Partners LP | 13,442 | $16.12M | $15.86M | -$259,026.88 | -1.61% |
| MF Michael Fogarty Foundry Financial Group, Inc. | 227 | $231,249.95 | $260,786.67 | $29,536.72 | 12.77% |
Mark Heider Peirce Capital Management, LLC | 403 | $250,945.66 | $462,982.51 | $212,036.85 | 84.5% |
Andrew Schiff TRITONPOINT WEALTH, LLC | 3,728 | $2.41M | $4.59M | $2.18M | 90.4% |
Brad Sayre Shared Vision Wealth Group LLC | 249 | $190,723.59 | $286,061.15 | $95,337.56 | 49.99% |
| KM Keith Mahan StoneCrest Wealth Management, Inc. | 5,351 | $4.71M | $6.15M | $1.43M | 30.42% |
Tracey Daigle ROBINSON SMITH WEALTH ADVISORS LLC | 587 | $352,941.09 | $674,369.06 | $321,427.97 | 91.07% |
Harold Williams PRECEDENT WEALTH PARTNERS, LLC | 377 | $344,904.97 | $433,112.67 | $88,207.7 | 25.57% |
Mark Fonville Fonville Wealth Management LLC | 294 | $313,694.23 | $337,758.95 | $24,064.72 | 7.67% |
| SPI Stonebrook Private Inc. Stonebrook Private Inc. | 3,234 | $2.26M | $3.82M | $1.56M | 69.05% |
| MG Melissa Glennie Capital Management Associates, Inc | 454 | $387,226.12 | $521,573.35 | $134,347.23 | 34.69% |
Anthony Blagrove Traveka Wealth, LLC | 2,362 | $1.67M | $2.71M | $1.04M | 62.17% |
Heidi Hargis WETZEL INVESTMENT ADVISORS, INC. | 11,256 | $7.36M | $12.93M | $5.57M | 75.68% |
Julie Beswick Advantage Trust Co | 865 | $664,097.43 | $993,746.57 | $329,649.14 | 49.64% |
Cody Gehman Stonebridge Financial Group, LLC | 732 | $572,217.41 | $840,950.86 | $268,733.45 | 46.96% |