| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Joseph C. Gissy Tactive Advisors, LLC | 10,630 | $3.22M | $3.14M | -$81,645.89 | -2.54% |
Derek Ripp Austin Wealth Management, LLC | 12,702 | $2.83M | $3.79M | $963,095.66 | 34.05% |
Amir Har-El Savvy Advisors, Inc. | 19,395 | $5.09M | $5.78M | $693,176.15 | 13.61% |
Andrea N. Thompson WEST PACES ADVISORS INC. | 522 | $158,153.3 | $152,450.1 | -$5,703.2 | -3.61% |
United Advisor Group LLC United Advisor Group, LLC | 20,406 | $4.8M | $5.98M | $1.19M | 24.72% |
Uptick Partners LLC UPTICK PARTNERS, LLC | 5,021 | $982,387.52 | $1.48M | $498,355.59 | 50.73% |
Twin Peaks Wealth Advisors LLC TWIN PEAKS WEALTH ADVISORS, LLC | 7,862 | $1.64M | $2.33M | $689,577.77 | 42.16% |
PETER KRUSSEL Southland Equity Partners LLC | 1,386 | $344,556.76 | $409,018.58 | $64,461.82 | 18.71% |
Jon Deven Mouton CAP Partners, LLC | 54,257 | $10.64M | $16.09M | $5.46M | 51.28% |
Integrity Wealth Solutions LLC Integrity Wealth Solutions LLC | 703 | $173,899.63 | $209,254.98 | $35,355.35 | 20.33% |
Taylor Wagner Valued Wealth Advisors LLC | 277 | $83,923 | $80,978.18 | -$2,944.82 | -3.51% |
Steven JE Manders BKM Wealth Management, LLC | 15,816 | $3.96M | $4.7M | $737,358.65 | 18.6% |
Cody Branson FLOYD FINANCIAL GROUP LLC | 900 | $225,603.15 | $268,465.5 | $42,862.35 | 19% |
| KM Keith Mahan StoneCrest Wealth Management, Inc. | 69,520 | $12.21M | $20.79M | $8.58M | 70.29% |
Dane Grouell Turning Point Benefit Group, Inc. | 17,326 | $4.98M | $5.19M | $216,225.66 | 4.35% |
Harold Williams PRECEDENT WEALTH PARTNERS, LLC | 1,056 | $320,067 | $312,280.32 | -$7,786.68 | -2.43% |
Cody Gehman Stonebridge Financial Group, LLC | 1,187 | $252,276.72 | $350,360.85 | $98,084.13 | 38.88% |
Wayne Atkins VCI Wealth Management LLC | 1,364 | $319,131.59 | $408,743.06 | $89,611.47 | 28.08% |
Kent Keister Bear Mountain Capital, Inc. | 52 | $9,397.55 | $15,355.6 | $5,958.05 | 63.4% |
Keisuke Ichihara Rakuten Securities, Inc. | 1,110 | $286,942.7 | $324,497.4 | $37,554.7 | 13.09% |