| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Scott L. Comeau BCU Wealth Advisors, LLC | 2,158 | $397,587.35 | $489,240.18 | $91,652.83 | 23.05% |
Amir Har-El Savvy Advisors, Inc. | 36,930 | $6.95M | $8.37M | $1.42M | 20.45% |
Ann Keitner Quantum Portfolio Management LLC | 3,670 | $708,477.54 | $829,163.06 | $120,685.52 | 17.03% |
Owen McCabe Tyche Wealth Partners LLC | 15,837 | $2.96M | $3.58M | $615,397.08 | 20.77% |
United Advisor Group LLC United Advisor Group, LLC | 3,868 | $654,322.57 | $873,897.2 | $219,574.63 | 33.56% |
Jeff Ramsey Quotient Wealth Partners, LLC | 1,980 | $308,271.08 | $447,341.38 | $139,070.3 | 45.11% |
Uptick Partners LLC UPTICK PARTNERS, LLC | 9,703 | $1.85M | $2.19M | $340,446.19 | 18.39% |
Twin Peaks Wealth Advisors LLC TWIN PEAKS WEALTH ADVISORS, LLC | 2,807 | $534,460.62 | $637,441.62 | $102,981 | 19.27% |
Integrity Wealth Solutions LLC Integrity Wealth Solutions LLC | 1,167 | $175,741.83 | $263,660.31 | $87,918.48 | 50.03% |
Benjamin Carter Turtle Creek Wealth Advisors, LLC | 2,364 | $469,096.96 | $535,966.08 | $66,869.12 | 14.25% |
Taylor Wagner Valued Wealth Advisors LLC | 97 | $17,289.66 | $21,993.78 | $4,704.12 | 27.21% |
| MF Michael Fogarty Foundry Financial Group, Inc. | 8,557 | $1.5M | $1.94M | $443,220.49 | 29.62% |
Brad Sayre Shared Vision Wealth Group LLC | 8,583 | $1.46M | $1.95M | $483,506.36 | 33.03% |
Tracey Daigle ROBINSON SMITH WEALTH ADVISORS LLC | 16,811 | $2.57M | $3.81M | $1.24M | 48.22% |
Neal D. Carlson Forthright Family Wealth Advisory LLC | 55,610 | $8.5M | $12.61M | $4.12M | 48.46% |
| SPI Stonebrook Private Inc. Stonebrook Private Inc. | 19,152 | $3.29M | $4.35M | $1.06M | 32.38% |
Andy Bloom MB Generational Wealth, LLC | 80,754 | $13.73M | $18.31M | $4.58M | 33.39% |
Joshua Stipcich Tidemark, LLC | 2,278 | $406,628.83 | $516,365.65 | $109,736.82 | 26.99% |
Rob C. Alston Jr Quadcap Wealth Management, LLC | 6,399 | $1.15M | $1.45M | $292,062.79 | 25.32% |
Andrea Butler Sequent Planning LLC | 1,241 | $246,439.25 | $281,818.69 | $35,379.44 | 14.36% |