| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Jeff Ramsey Quotient Wealth Partners, LLC | 11,265 | $270,811 | $304,267.65 | $33,456.65 | 12.35% |
Uptick Partners LLC UPTICK PARTNERS, LLC | 35,948 | $781,010.93 | $970,955.48 | $189,944.55 | 24.32% |
Steven D Urban Urban Financial Advisory Corp | 8,482 | $174,389.92 | $229,098.82 | $54,708.9 | 31.37% |
Twin Peaks Wealth Advisors LLC TWIN PEAKS WEALTH ADVISORS, LLC | 7,625 | $183,305 | $205,951.25 | $22,646.25 | 12.35% |
Jon Deven Mouton CAP Partners, LLC | 182,470 | $3.73M | $4.93M | $1.2M | 32.1% |
Benjamin Carter Turtle Creek Wealth Advisors, LLC | 15,056 | $372,636 | $406,662.56 | $34,026.56 | 9.13% |
Taylor Wagner Valued Wealth Advisors LLC | 1,453 | $30,758.29 | $39,245.53 | $8,487.24 | 27.59% |
| KK Katelyn Kappius Traction Financial Partners, LLC | 51,826 | $958,936.48 | $1.4M | $440,883.78 | 45.98% |
Andrew Schiff TRITONPOINT WEALTH, LLC | 10,348 | $199,199.89 | $279,499.48 | $80,299.59 | 40.31% |
Brad Sayre Shared Vision Wealth Group LLC | 189,107 | $4.53M | $5.11M | $573,477.74 | 12.65% |
Mark Fonville Fonville Wealth Management LLC | 52,795 | $985,425.39 | $1.43M | $440,567.56 | 44.71% |
Anthony Blagrove Traveka Wealth, LLC | 8,340 | $200,494 | $225,263.4 | $24,769.4 | 12.35% |
Heidi Hargis WETZEL INVESTMENT ADVISORS, INC. | 14,665 | $341,401.2 | $396,101.65 | $54,700.45 | 16.02% |
Cody Gehman Stonebridge Financial Group, LLC | 11,864 | $293,634 | $320,446.64 | $26,812.64 | 9.13% |
Wayne Atkins VCI Wealth Management LLC | 18,667 | $388,567.16 | $504,195.67 | $115,628.51 | 29.76% |
Joshua Stipcich Tidemark, LLC | 3,741 | $77,423.55 | $101,044.41 | $23,620.86 | 30.51% |
Rob C. Alston Jr Quadcap Wealth Management, LLC | 45,920 | $901,085.49 | $1.24M | $339,213.71 | 37.65% |
Andrea Butler Sequent Planning LLC | 10,283 | $247,218.5 | $277,743.83 | $30,525.33 | 12.35% |
Michelle Taylor BALANCED WEALTH GROUP LLC | 13,696 | $279,046.62 | $369,928.96 | $90,882.34 | 32.57% |
James Petitpren ORBA Wealth Advisors, L.L.C. | 18,378 | $340,778.12 | $496,389.78 | $155,611.66 | 45.66% |