| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Mark Romin Lakeshore Financial Planning, Inc. | 8,388 | $604,469.56 | $770,941.08 | $166,471.52 | 27.54% |
Courtney Haddad Concurrent Investment Advisors, LLC | 236,260 | $17.6M | $21.26M | $3.66M | 20.78% |
James Rankin Modern Wealth Management, LLC | 12,698 | $864,457.99 | $1.17M | $304,138.95 | 35.18% |
Joseph C. Gissy Tactive Advisors, LLC | 64,140 | $3.79M | $5.83M | $2.03M | 53.62% |
Menachem Striks Morton Capital Management LLC/CA | 6,805 | $486,879.58 | $621,228.45 | $134,348.87 | 27.59% |
Amir Har-El Savvy Advisors, Inc. | 48,985 | $3.66M | $4.5M | $834,795.66 | 22.81% |
United Advisor Group LLC United Advisor Group, LLC | 8,652 | $626,207.62 | $779,545.2 | $153,337.58 | 24.49% |
Jeff Ramsey Quotient Wealth Partners, LLC | 7,131 | $443,018.78 | $644,998.95 | $201,980.17 | 45.59% |
Kathryn Miceli Kiely Wealth Advisory Group, Inc. | 1,335 | $72,538.56 | $121,164.6 | $48,626.04 | 67.03% |
Oxford Wealth Group LLC Oxford Wealth Group, LLC | 50,516 | $4.2M | $4.64M | $434,333.1 | 10.34% |
Benjamin Carter Turtle Creek Wealth Advisors, LLC | 14,470 | $1.06M | $1.33M | $272,556.92 | 25.72% |
Taylor Wagner Valued Wealth Advisors LLC | 629 | $38,857.73 | $56,610 | $17,752.27 | 45.69% |
Cody Gehman Stonebridge Financial Group, LLC | 5,125 | $361,801.55 | $465,708.75 | $103,907.2 | 28.72% |
Keisuke Ichihara Rakuten Securities, Inc. | 9 | $742.95 | $810 | $67.05 | 9.02% |
Rob C. Alston Jr Quadcap Wealth Management, LLC | 130,737 | $8.53M | $11.82M | $3.3M | 38.63% |
Andrea Butler Sequent Planning LLC | 4,902 | $345,648.78 | $445,444.74 | $99,795.96 | 28.87% |
Luke Bunch OxenFree Capital LLC | 3,599 | $187,892.33 | $330,208.25 | $142,315.92 | 75.74% |
| PF Patricia France Gilliland Jeter Wealth Management LLC | 25,515 | $1.33M | $2.32M | $993,365.72 | 74.7% |
KURT TRAULSEN EVOLUTION WEALTH MANAGEMENT INC. | 180 | $14,860.08 | $16,520.4 | $1,660.32 | 11.17% |
JORDAN GREEN Valley Financial Group, Inc. | 2,640 | $232,082 | $242,140.8 | $10,058.8 | 4.33% |