| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Owen McCabe Tyche Wealth Partners LLC | 8,404 | $1.54M | $1.8M | $266,301.68 | 17.32% |
United Advisor Group LLC United Advisor Group, LLC | 1,609 | $294,600.52 | $345,339.51 | $50,738.99 | 17.22% |
Jeff Ramsey Quotient Wealth Partners, LLC | 1,545 | $273,564.71 | $331,603.2 | $58,038.49 | 21.22% |
Phillip G. Trueblood Trueblood Wealth Management, LLC | 24,044 | $4.17M | $5.16M | $992,626.7 | 23.82% |
Kaitlin Theobald Sherrill & Hutchins Financial Advisory, Inc | 3,107 | $511,841.6 | $666,855.1 | $155,013.5 | 30.29% |
Kathryn Miceli Kiely Wealth Advisory Group, Inc. | 124,414 | $19.68M | $26.7M | $7.02M | 35.67% |
Twin Peaks Wealth Advisors LLC TWIN PEAKS WEALTH ADVISORS, LLC | 45 | $8,728 | $9,655.2 | $927.2 | 10.62% |
PETER KRUSSEL Southland Equity Partners LLC | 1,741 | $284,033.7 | $373,618.6 | $89,584.9 | 31.54% |
Jon Deven Mouton CAP Partners, LLC | 1,213 | $191,531.83 | $260,346.07 | $68,814.24 | 35.93% |
Benjamin Carter Turtle Creek Wealth Advisors, LLC | 3,851 | $737,699.41 | $826,270.56 | $88,571.15 | 12.01% |
Taylor Wagner Valued Wealth Advisors LLC | 25 | $4,107.41 | $5,364 | $1,256.59 | 30.59% |
Steven JE Manders BKM Wealth Management, LLC | 11,659 | $1.85M | $2.5M | $648,264.44 | 34.96% |
Sarah Schmidt Wellington Wealth Strategies, LLC. | 1,285 | $226,532.68 | $275,799.42 | $49,266.74 | 21.75% |
Cody Branson FLOYD FINANCIAL GROUP LLC | 1,322 | $246,100.08 | $283,740.73 | $37,640.65 | 15.29% |
Mark Heider Peirce Capital Management, LLC | 2,310 | $443,251 | $491,983.8 | $48,732.8 | 10.99% |
Andrew Schiff TRITONPOINT WEALTH, LLC | 3,187 | $610,892.19 | $683,802.72 | $72,910.53 | 11.94% |
Dane Grouell Turning Point Benefit Group, Inc. | 6,844 | $1.31M | $1.47M | $162,174.34 | 12.42% |
Kaitlyn Barnes Financial Architects, LLC | 2,620 | $486,288.25 | $562,147.2 | $75,858.95 | 15.6% |
Harold Williams PRECEDENT WEALTH PARTNERS, LLC | 31,716 | $5.69M | $6.8M | $1.11M | 19.52% |
Mark Fonville Fonville Wealth Management LLC | 22,753 | $3.96M | $4.88M | $921,879.68 | 23.28% |