| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Charles Corkery PUREfi Wealth, LLC | 975 | $321,678.74 | $362,212.5 | $40,533.76 | 12.6% |
James Rankin Modern Wealth Management, LLC | 4,913 | $1.57M | $1.9M | $325,353.65 | 20.68% |
David Vollmer PFS Partners, LLC | 3,215 | $541,177.94 | $1.2M | $654,223.39 | 120.89% |
Benj Foor Frazier Financial Advisors, LLC | 43 | $13,601.35 | $15,988.26 | $2,386.91 | 17.55% |
Amir Har-El Savvy Advisors, Inc. | 3,576 | $931,606.82 | $1.39M | $453,914.38 | 48.72% |
Andrea N. Thompson WEST PACES ADVISORS INC. | 208 | $77,082.41 | $79,672.32 | $2,589.91 | 3.36% |
United Advisor Group LLC United Advisor Group, LLC | 590 | $192,971.6 | $219,373.81 | $26,402.21 | 13.68% |
Jeff Ramsey Quotient Wealth Partners, LLC | 2,043 | $490,209.29 | $759,628.28 | $269,418.99 | 54.96% |
Kathryn Miceli Kiely Wealth Advisory Group, Inc. | 471 | $106,215.21 | $175,127.22 | $68,912.01 | 64.88% |
PETER KRUSSEL Southland Equity Partners LLC | 676 | $209,808.04 | $251,350.33 | $41,542.29 | 19.8% |
Oscar Spain JAMISON PRIVATE WEALTH MANAGEMENT, INC. | 8,064 | $1.88M | $3M | $1.11M | 58.98% |
Benjamin Carter Turtle Creek Wealth Advisors, LLC | 4,222 | $1.18M | $1.57M | $393,923.73 | 33.5% |
Taylor Wagner Valued Wealth Advisors LLC | 19 | $5,645.87 | $7,307.4 | $1,661.53 | 29.43% |
Andrew Schiff TRITONPOINT WEALTH, LLC | 9,600 | $2.36M | $3.57M | $1.21M | 51.08% |
| SPI Stonebrook Private Inc. Stonebrook Private Inc. | 551 | $204,264 | $204,872.83 | $608.83 | 0.3% |
Curtis Burkholder Bare Financial Services, Inc | 71 | $22,432.97 | $27,385.41 | $4,952.44 | 22.08% |
Kevin Stillman Evernest Financial Advisors, LLC | 4,288 | $736,034.08 | $1.59M | $856,957.92 | 116.43% |
Keisuke Ichihara Rakuten Securities, Inc. | 18 | $6,212.64 | $6,914.88 | $702.24 | 11.3% |
Joshua Stipcich Tidemark, LLC | 81 | $18,469.53 | $31,076.86 | $12,607.33 | 68.26% |
Michelle Taylor BALANCED WEALTH GROUP LLC | 3,236 | $729,938.4 | $1.25M | $523,639.46 | 71.74% |