| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Charles Corkery PUREfi Wealth, LLC | 1,325 | $736,438.26 | $951,489.12 | $215,050.86 | 29.2% |
Mark Weber DecisionMap Wealth Management, LLC | 566 | $355,451.38 | $408,499.18 | $53,047.8 | 14.92% |
James Rankin Modern Wealth Management, LLC | 124,311 | $68.58M | $90.3M | $21.72M | 31.68% |
KKM Financial LLC KKM Financial LLC | 959 | $589,123.32 | $693,491.26 | $104,367.94 | 17.72% |
Joseph C. Gissy Tactive Advisors, LLC | 7,135 | $3.3M | $5.11M | $1.81M | 54.8% |
BRASS TAX WEALTH MANAGEMENT Inc. BRASS TAX WEALTH MANAGEMENT, INC | 3,437 | $1.77M | $2.46M | $688,466.61 | 38.79% |
Menachem Striks Morton Capital Management LLC/CA | 7,380 | $3.77M | $5.32M | $1.55M | 41.04% |
Nicholas McElroy Philip James Wealth Mangement, LLC | 315 | $142,226.48 | $227,349.67 | $85,123.19 | 59.85% |
David Vollmer PFS Partners, LLC | 1,564 | $665,247.73 | $1.11M | $449,665.31 | 67.59% |
Benj Foor Frazier Financial Advisors, LLC | 291 | $164,317.79 | $207,317.13 | $42,999.34 | 26.17% |
Alan Rosenfield HARMONY ASSET MANAGEMENT LLC | 6,673 | $2.98M | $4.79M | $1.81M | 60.51% |
Lydia Gallas Harbour Trust & Investment Management Co | 14,143 | $6.61M | $10.19M | $3.58M | 54.25% |
Scott L. Comeau BCU Wealth Advisors, LLC | 1,085 | $454,119.72 | $770,133 | $316,013.28 | 69.59% |
| TJM Tyler J McMurray VISIONARY HORIZONS, LLC | 9,573 | $4.28M | $6.91M | $2.62M | 61.25% |
Amir Har-El Savvy Advisors, Inc. | 34,350 | $18.31M | $24.88M | $6.58M | 35.93% |
Ann Keitner Quantum Portfolio Management LLC | 2,069 | $1.24M | $1.47M | $230,833.02 | 18.59% |
Kevin M. Fox Fox Financial, Inc | 30,272 | $12.43M | $21.53M | $9.11M | 73.28% |
Joseph Morrison Sentry LLC | 305 | $224,602 | $220,652.25 | -$3,949.75 | -1.76% |
David W. Lewis Lewis Asset Management, LLC | 3,984 | $2.02M | $2.86M | $833,772.02 | 41.19% |
Andrea N. Thompson WEST PACES ADVISORS INC. | 23 | $16,987.74 | $16,308.84 | -$678.9 | -4% |