| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Jeffrey Jones Cypress Financial Planning LLC | 5,455 | $204,641.56 | $259,385.25 | $54,743.69 | 26.75% |
Rachel Faulk Cape Investment Advisory Inc. | 5,200 | $225,576 | $247,234 | $21,658 | 9.6% |
Rebecca Sierp WPWealth LLP | 15,320 | $551,433.44 | $728,466 | $177,032.56 | 32.1% |
Andy Peters Goldstein Advisors LLC | 4,679 | $214,719 | $222,252.5 | $7,533.5 | 3.51% |
Assaf Pinchas Allegiance Financial Group Advisory Services LLC | 6,617 | $268,289.68 | $314,472.92 | $46,183.24 | 17.21% |
Walter J. West Milestone Asset Management LLC | 49,522 | $1.53M | $2.35M | $824,046.26 | 53.92% |
Moises Valladares Insigneo Advisory Services LLC | 12,234 | $519,945 | $578,117.67 | $58,172.67 | 11.19% |
Steven Trigili Garden State Investment Advisory Services LLC | 10,703 | $412,816.19 | $507,482.74 | $94,666.55 | 22.93% |
Melissa Imbrogno BROWN WEALTH MANAGEMENT, LLC | 11,292 | $424,579.17 | $537,273.36 | $112,694.19 | 26.54% |
Christopher C. Powers Farther Finance Advisors, LLC | 40,430 | $1.55M | $1.92M | $363,870.26 | 23.43% |
Jay Annis Annis Gardner Whiting Capital Advisors, LLC | 16,164 | $619,018.63 | $766,335.24 | $147,316.61 | 23.8% |
Courtney Haddad Concurrent Investment Advisors, LLC | 46,034 | $1.78M | $2.19M | $408,548.17 | 22.98% |
David Vollmer PFS Partners, LLC | 3,200 | $128,032 | $151,232 | $23,200 | 18.12% |
PETER KRUSSEL Southland Equity Partners LLC | 59,748 | $2.18M | $2.84M | $657,181.15 | 30.18% |
KURT TRAULSEN EVOLUTION WEALTH MANAGEMENT INC. | 4,309 | $186,924 | $204,634.41 | $17,710.41 | 9.47% |
Focus Financial Network Inc. Focus Financial Network, Inc. | 7,782 | $270,538.04 | $367,582.77 | $97,044.73 | 35.87% |
Brian Distler Lakeridge Wealth Management LLC | 14,729 | $586,529.48 | $700,732.17 | $114,202.69 | 19.47% |
Ruth Thortvedt Financial Network Wealth Advisors LLC | 2,437 | $92,768.04 | $115,148.25 | $22,380.21 | 24.12% |
Chris M. Frantz Catalina Capital Group, LLC | 126,094 | $5.46M | $6M | $537,664.99 | 9.84% |
Janice M. Powell Diversify Advisory Services, LLC | 9,026 | $414,384 | $428,599.61 | $14,215.61 | 3.43% |