| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
David Vollmer PFS Partners, LLC | 323 | $6,968 | $7,898.96 | $930.96 | 13.36% |
Benj Foor Frazier Financial Advisors, LLC | 16 | $333.3 | $391.28 | $57.98 | 17.4% |
Amir Har-El Savvy Advisors, Inc. | 16,756 | $350,844.83 | $409,600.42 | $58,755.59 | 16.75% |
David W. Lewis Lewis Asset Management, LLC | 10,886 | $249,882.24 | $266,217.13 | $16,334.89 | 6.54% |
United Advisor Group LLC United Advisor Group, LLC | 17,474 | $373,509.7 | $427,326.67 | $53,816.97 | 14.41% |
Kathryn Miceli Kiely Wealth Advisory Group, Inc. | 90 | $1,797 | $2,200.95 | $403.95 | 22.48% |
Jon Deven Mouton CAP Partners, LLC | 11,732 | $243,051.5 | $286,906.06 | $43,854.56 | 18.04% |
Taylor Wagner Valued Wealth Advisors LLC | 24,085 | $500,972.33 | $588,757.82 | $87,785.49 | 17.52% |
Mark Fonville Fonville Wealth Management LLC | 19,688 | $408,071.89 | $481,273.16 | $73,201.27 | 17.94% |
Joshua Stipcich Tidemark, LLC | 561 | $11,796.55 | $13,708.03 | $1,911.48 | 16.2% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 582 | $12,257.9 | $14,238.63 | $1,980.73 | 16.16% |
Discipline Wealth Solutions LLC Discipline Wealth Solutions, LLC | 21,075 | $443,995.44 | $514,967.62 | $70,972.18 | 15.98% |
Matthew Stead Sachetta, LLC | 105 | $2,174.75 | $2,523.15 | $348.4 | 16.02% |
Focus Financial Network Inc. Focus Financial Network, Inc. | 30,910 | $727,126.86 | $756,213.15 | $29,086.29 | 4% |
Kelly Richert Clayton Financial Group LLC | 37 | $787.92 | $904.83 | $116.91 | 14.84% |
Angela Mari Abich Financial Wealth Management LLC | 360 | $8,341.18 | $8,805.6 | $464.42 | 5.57% |
Tammy Trenta FF Advisors,LLC | 12,289 | $254,854.79 | $300,650.38 | $45,795.59 | 17.97% |
| WL Wealthcollab LLC WealthCollab, LLC | 261,708 | $5.43M | $6.41M | $978,621.09 | 18.01% |
Mark Weiskind Fairway Wealth LLC | 870 | $18,717.13 | $21,319.35 | $2,602.22 | 13.9% |
Cynthia Schlanger Ashton Thomas Private Wealth, LLC | 63 | $1,354 | $1,545.7 | $191.7 | 14.16% |