| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Kara Lilian Lynx Investment Advisory | 15,709 | $427,536.3 | $558,769.13 | $131,232.83 | 30.7% |
| CCA City Center Advisors LLC City Center Advisors, LLC | 18,042 | $568,222.27 | $660,156.78 | $91,934.51 | 16.18% |
| DWM Diversify Wealth Management LLC DIVERSIFY WEALTH MANAGEMENT, LLC | 227,100 | $6.12M | $8.13M | $2.01M | 32.92% |
Kelly Dixon Cannon Financial Strategists, Inc. | 12,618 | $358,247.59 | $450,967.32 | $92,719.73 | 25.88% |
Andrew Bowers BridgePort Financial Solutions, LLC | 149,572 | $4.33M | $5.31M | $985,293.24 | 22.77% |
Carmen McClennon WR Wealth Planners, LLC | 6,385 | $166,297.32 | $229,221.5 | $62,924.18 | 37.84% |
Robin Gould Christensen, King & Associates Investment Services, Inc. | 418,771 | $8.74M | $15.05M | $6.31M | 72.16% |
Rana Choubah Meridian Financial Advisors, LLC | 12,563 | $404,987.52 | $446,237.76 | $41,250.24 | 10.19% |
| AJH Andrew J Hardin Hardin Capital Partners, LLC | 7,960 | $271,631.62 | $285,843.6 | $14,211.98 | 5.23% |
| TAL TPG Advisors LLC TPG Advisors LLC | 11,078 | $279,456.01 | $390,056.38 | $110,600.37 | 39.58% |
Eric Schmid Ted Buchan & Co | 11,415 | $303,069.8 | $409,570.2 | $106,500.4 | 35.14% |
Samantha Cox Capital Investment Counsel, LLC | 6,669 | $171,041.19 | $236,882.88 | $65,841.69 | 38.49% |
Alison Gould Persium Advisors, LLC | 745,686 | $20.86M | $26.71M | $5.85M | 28.03% |
Jackie Berry Hershey Financial Advisers, LLC | 55,133 | $1.79M | $1.97M | $185,827.43 | 10.4% |
David Maddux Brightwater Advisory LLC | 7,049 | $155,766.3 | $252,318.95 | $96,552.65 | 61.99% |
Bryan Gort Quest 10 Wealth Builders, Inc. | 503 | $17,022 | $17,665.36 | $643.36 | 3.78% |
Accelerate Investment Advisors LLC Accelerate Investment Advisors LLC | 10,179 | $267,088.55 | $363,848.35 | $96,759.8 | 36.23% |
| EM Eric Myers Carrera Capital Advisors | 17,387 | $588,388 | $618,803.33 | $30,415.33 | 5.17% |
JAMES ELIOS Elios Financial Group Inc. | 8,932 | $235,001.81 | $320,926.76 | $85,924.95 | 36.56% |
TIMOTHY BURKETT KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT | 862,230 | $19.23M | $30.85M | $11.62M | 60.44% |