| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Benj Foor Frazier Financial Advisors, LLC | 763 | $45,785.96 | $52,952.2 | $7,166.24 | 15.65% |
Kevin M. Fox Fox Financial, Inc | 13,719 | $706,768.72 | $952,098.6 | $245,329.88 | 34.71% |
United Advisor Group LLC United Advisor Group, LLC | 5,003 | $271,312.73 | $347,208.2 | $75,895.47 | 27.97% |
Jon Deven Mouton CAP Partners, LLC | 11,772 | $605,193.92 | $816,976.8 | $211,782.88 | 34.99% |
Andrea Butler Sequent Planning LLC | 31,978 | $1.8M | $2.22M | $421,967.89 | 23.48% |
James Petitpren ORBA Wealth Advisors, L.L.C. | 15,600 | $829,568.59 | $1.08M | $253,071.41 | 30.51% |
RENEE BRUNNER Elite Life Management LLC | 6,517 | $356,116.89 | $452,279.8 | $96,162.91 | 27% |
Signal Advisors Wealth LLC Signal Advisors Wealth, LLC | 13,210 | $805,418.05 | $915,717.2 | $110,299.15 | 13.69% |
Michael Herman Apollon Financial, LLC | 11,904 | $615,888.44 | $825,185.28 | $209,296.84 | 33.98% |
Jonathan Chatfield LM Advisors LLC | 35,725 | $1.93M | $2.48M | $545,566.04 | 28.25% |
Angela Mari Abich Financial Wealth Management LLC | 8 | $482 | $554.44 | $72.44 | 15.03% |
Elizabeth Urish UP STRATEGIC WEALTH INVESTMENT ADVISORS LLC | 9,379 | $483,528.96 | $650,152.28 | $166,623.32 | 34.46% |
| AIM Advyzon Investment Management LLC Advyzon Investment Management, LLC | 8,467 | $516,271.35 | $586,932.44 | $70,661.09 | 13.69% |
| TWP Triad Wealth Partners LLC Triad Wealth Partners, LLC | 56,407 | $3.17M | $3.91M | $740,881.26 | 23.4% |
Joshua Bailey MUIRFIELD WEALTH ADVISORS LLC | 26,388 | $1.4M | $1.83M | $429,232.02 | 30.69% |
Mark Alan Zeigler II Foguth Wealth Management, LLC. | 125,263 | $7.61M | $8.68M | $1.07M | 14.07% |
Cynthia Schlanger Ashton Thomas Private Wealth, LLC | 5,470 | $298,173.99 | $378,715.45 | $80,541.46 | 27.01% |
Dan Wohlgemuth 49 WEALTH MANAGEMENT, LLC | 4,804 | $250,258.86 | $332,604.94 | $82,346.08 | 32.9% |
| MA Marie-Andree Alain Federation des caisses Desjardins du Quebec | 1,895 | $99,030.1 | $130,565.5 | $31,535.4 | 31.84% |
JAMES ELIOS Elios Financial Group Inc. | 46,093 | $2.47M | $3.19M | $714,657.88 | 28.92% |