| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Owen McCabe Tyche Wealth Partners LLC | 47,970 | $2.94M | $4.26M | $1.32M | 44.77% |
United Advisor Group LLC United Advisor Group, LLC | 7,379 | $575,988.34 | $655,624.15 | $79,635.81 | 13.83% |
Jeff Ramsey Quotient Wealth Partners, LLC | 11,050 | $693,977.91 | $981,792.5 | $287,814.59 | 41.47% |
CARL LYMANGOOD Petros Family Wealth, LLC | 10,748 | $800,722.77 | $954,959.8 | $154,237.03 | 19.26% |
Gabriel M. Gallante Rockline Wealth Management, LLC | 58,253 | $3.68M | $5.18M | $1.49M | 40.57% |
Uptick Partners LLC UPTICK PARTNERS, LLC | 3,649 | $279,494.07 | $324,213.65 | $44,719.58 | 16% |
Phillip G. Trueblood Trueblood Wealth Management, LLC | 11,052 | $685,708.79 | $981,970.2 | $296,261.41 | 43.21% |
BRUCE G ALLEN Bruce G. Allen Investments, LLC | 3,678 | $227,091.76 | $327,452.34 | $100,360.58 | 44.19% |
Jeffrey McGrath Cetera Trust Company, N.A | 17,520 | $1.46M | $1.56M | $97,861.65 | 6.71% |
Kathryn Miceli Kiely Wealth Advisory Group, Inc. | 916 | $53,540 | $81,386.6 | $27,846.6 | 52.01% |
Jonathon Gold Gold Investment Management Ltd. | 13 | $921.53 | $1,155.05 | $233.52 | 25.34% |
Twin Peaks Wealth Advisors LLC TWIN PEAKS WEALTH ADVISORS, LLC | 1,991 | $184,907 | $177,258.73 | -$7,648.27 | -4.14% |
PETER KRUSSEL Southland Equity Partners LLC | 10,696 | $818,640.61 | $952,746.2 | $134,105.59 | 16.38% |
Integrity Wealth Solutions LLC Integrity Wealth Solutions LLC | 2,753 | $223,493.05 | $244,604.05 | $21,111 | 9.45% |
Benjamin Carter Turtle Creek Wealth Advisors, LLC | 21,667 | $1.67M | $1.93M | $263,842.94 | 15.84% |
Taylor Wagner Valued Wealth Advisors LLC | 923 | $65,425.88 | $82,174.69 | $16,748.81 | 25.6% |
Steven JE Manders BKM Wealth Management, LLC | 19,915 | $1.33M | $1.77M | $443,965.61 | 33.49% |
Andrew Schiff TRITONPOINT WEALTH, LLC | 5,452 | $363,594.55 | $485,391.56 | $121,797.01 | 33.5% |
Tracey Daigle ROBINSON SMITH WEALTH ADVISORS LLC | 5,888 | $358,143.01 | $524,208.64 | $166,065.63 | 46.37% |
Mark Fonville Fonville Wealth Management LLC | 2,793 | $259,415 | $248,660.79 | -$10,754.21 | -4.15% |