| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Derek Ripp Austin Wealth Management, LLC | 71,734 | $2.35M | $4.04M | $1.69M | 71.8% |
Amir Har-El Savvy Advisors, Inc. | 9,330 | $455,303.05 | $525,838.8 | $70,535.75 | 15.49% |
Ann Keitner Quantum Portfolio Management LLC | 20,835 | $994,098.39 | $1.22M | $226,624.26 | 22.8% |
David W. Lewis Lewis Asset Management, LLC | 3,475 | $204,747 | $195,851 | -$8,896 | -4.34% |
Uptick Partners LLC UPTICK PARTNERS, LLC | 3,700 | $218,004 | $215,710 | -$2,294 | -1.05% |
Integrity Wealth Solutions LLC Integrity Wealth Solutions LLC | 5,028 | $296,245 | $283,378.08 | -$12,866.92 | -4.34% |
Oxford Wealth Group LLC Oxford Wealth Group, LLC | 73,639 | $3.62M | $4.31M | $688,360.29 | 19.02% |
Benjamin Carter Turtle Creek Wealth Advisors, LLC | 2,450 | $124,484.5 | $138,082 | $13,597.5 | 10.92% |
Cody Gehman Stonebridge Financial Group, LLC | 11,730 | $560,577.18 | $661,102.8 | $100,525.62 | 17.93% |
Joshua Stipcich Tidemark, LLC | 3,375 | $141,443.51 | $196,762.5 | $55,318.99 | 39.11% |
Melissa Phillips EAGLE WEALTH STRATEGIES LLC | 7,835 | $275,341.68 | $441,580.6 | $166,238.92 | 60.38% |
KURT TRAULSEN EVOLUTION WEALTH MANAGEMENT INC. | 2,468 | $107,939 | $139,096.48 | $31,157.48 | 28.87% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 20 | $984 | $1,169.8 | $185.8 | 18.88% |
Signal Advisors Wealth LLC Signal Advisors Wealth, LLC | 8,406 | $402,876.23 | $473,762.16 | $70,885.93 | 17.59% |
Focus Financial Network Inc. Focus Financial Network, Inc. | 48,304 | $1.77M | $2.72M | $952,146.76 | 53.79% |
Michael Herman Apollon Financial, LLC | 6,504 | $275,590.23 | $366,565.44 | $90,975.21 | 33.01% |
Margaret Nickens Elm3 Financial Group, LLC | 9,727 | $467,858.46 | $548,213.72 | $80,355.26 | 17.18% |
| RJ Rebecca Judd Pathstone Holdings, LLC | 15,484 | $912,325 | $905,659.16 | -$6,665.84 | -0.73% |
Anne Wright Lummis Asset Management, LP | 70 | $3,345 | $3,945.2 | $600.2 | 17.94% |
Joseph D'Anniballe 1858 WEALTH MANAGEMENT, LLC | 6,270 | $232,218.84 | $353,377.2 | $121,158.36 | 52.17% |