| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Mark Weber DecisionMap Wealth Management, LLC | 34,060 | $775,960.91 | $1.01M | $231,533.89 | 29.84% |
James Rankin Modern Wealth Management, LLC | 1.59M | $40.16M | $47.14M | $6.98M | 17.37% |
Benj Foor Frazier Financial Advisors, LLC | 2,864 | $56,146.6 | $83,943.84 | $27,797.24 | 49.51% |
Amir Har-El Savvy Advisors, Inc. | 220,998 | $5.24M | $6.53M | $1.29M | 24.66% |
Cindi Hill Keener Financial Planning LLC | 21,006 | $390,922.41 | $620,097.12 | $229,174.71 | 58.62% |
Andrea N. Thompson WEST PACES ADVISORS INC. | 97,712 | $1.64M | $2.85M | $1.22M | 74.47% |
Donald Hatcher Solutions 4 Wealth, Ltd | 20,894 | $413,085.49 | $617,208.76 | $204,123.27 | 49.41% |
Oscar Spain JAMISON PRIVATE WEALTH MANAGEMENT, INC. | 17,338 | $312,918.06 | $511,297.62 | $198,379.56 | 63.4% |
Jon Deven Mouton CAP Partners, LLC | 36,893 | $701,557.35 | $1.09M | $389,553.12 | 55.53% |
Setu Mazumdar Physician Wealth Solutions Inc. | 46,639 | $1.03M | $1.38M | $341,444.12 | 33.02% |
| KK Katelyn Kappius Traction Financial Partners, LLC | 47,335 | $1.08M | $1.4M | $313,908.81 | 28.97% |
Andrew Schiff TRITONPOINT WEALTH, LLC | 23,412 | $435,725.3 | $689,249.28 | $253,523.98 | 58.18% |
Tracey Daigle ROBINSON SMITH WEALTH ADVISORS LLC | 1.07M | $21.05M | $31.71M | $10.66M | 50.66% |
Harold Williams PRECEDENT WEALTH PARTNERS, LLC | 15,879 | $320,497.69 | $468,906.87 | $148,409.18 | 46.31% |
Mark Fonville Fonville Wealth Management LLC | 54,129 | $1M | $1.6M | $596,663.97 | 59.4% |
| MG Melissa Glennie Capital Management Associates, Inc | 1.79M | $38.6M | $52.92M | $14.33M | 37.12% |
Heidi Hargis WETZEL INVESTMENT ADVISORS, INC. | 7,800 | $225,888 | $230,880 | $4,992 | 2.21% |
Joshua Stipcich Tidemark, LLC | 7,885 | $169,544.48 | $232,922.9 | $63,378.42 | 37.38% |
Rob C. Alston Jr Quadcap Wealth Management, LLC | 9,703 | $223,127.85 | $284,831.56 | $61,703.71 | 27.65% |
Wynn Capital LLC Wynn Capital, LLC | 981,059 | $19.39M | $29.06M | $9.67M | 49.86% |