| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Rachel Faulk Cape Investment Advisory Inc. | 5,200 | $225,576 | $240,396 | $14,820 | 6.57% |
Rebecca Sierp WPWealth LLP | 15,320 | $551,433.44 | $717,116.94 | $165,683.5 | 30.05% |
Andy Peters Goldstein Advisors LLC | 4,679 | $214,719 | $216,310.17 | $1,591.17 | 0.74% |
Assaf Pinchas Allegiance Financial Group Advisory Services LLC | 6,617 | $268,289.68 | $305,903.91 | $37,614.23 | 14.02% |
Walter J. West Milestone Asset Management LLC | 50,632 | $1.56M | $2.34M | $778,214.02 | 49.81% |
Moises Valladares Insigneo Advisory Services LLC | 12,234 | $519,945 | $574,019.28 | $54,074.28 | 10.4% |
Steven Trigili Garden State Investment Advisory Services LLC | 10,703 | $412,816.19 | $500,793.37 | $87,977.18 | 21.31% |
Melissa Imbrogno BROWN WEALTH MANAGEMENT, LLC | 11,292 | $424,579.17 | $522,029.16 | $97,449.99 | 22.95% |
Andrew Halac Talon Private Wealth, LLC | 27,560 | $1.04M | $1.27M | $237,842.59 | 22.95% |
Christopher C. Powers Farther Finance Advisors, LLC | 41,801 | $1.61M | $1.93M | $327,511.1 | 20.39% |
Jay Annis Annis Gardner Whiting Capital Advisors, LLC | 16,164 | $619,018.63 | $756,623.91 | $137,605.28 | 22.23% |
Courtney Haddad Concurrent Investment Advisors, LLC | 46,259 | $1.79M | $2.14M | $351,842.25 | 19.69% |
David Vollmer PFS Partners, LLC | 3,200 | $128,032 | $148,016 | $19,984 | 15.61% |
PETER KRUSSEL Southland Equity Partners LLC | 59,748 | $2.18M | $2.76M | $584,288.59 | 26.83% |
KURT TRAULSEN EVOLUTION WEALTH MANAGEMENT INC. | 4,309 | $186,924 | $199,205.07 | $12,281.07 | 6.57% |
Focus Financial Network Inc. Focus Financial Network, Inc. | 8,080 | $279,445.27 | $373,538.4 | $94,093.13 | 33.67% |
Brian Distler Lakeridge Wealth Management LLC | 14,729 | $586,529.48 | $680,921.67 | $94,392.19 | 16.09% |
Ruth Thortvedt Financial Network Wealth Advisors LLC | 2,437 | $92,768.04 | $112,662.51 | $19,894.47 | 21.45% |
Chris M. Frantz Catalina Capital Group, LLC | 126,094 | $5.46M | $5.83M | $366,807.62 | 6.71% |
Janice M. Powell Diversify Advisory Services, LLC | 9,026 | $414,384 | $422,499.84 | $8,115.84 | 1.96% |