| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| TJM Tyler J McMurray VISIONARY HORIZONS, LLC | 25,883 | $820,960.6 | $894,387.06 | $73,426.46 | 8.94% |
Amir Har-El Savvy Advisors, Inc. | 102,651 | $3.04M | $3.53M | $491,612.99 | 16.17% |
Andrea N. Thompson WEST PACES ADVISORS INC. | 26,882 | $714,501.97 | $915,869.74 | $201,367.77 | 28.18% |
United Advisor Group LLC United Advisor Group, LLC | 133,472 | $3.82M | $4.56M | $739,271.05 | 19.37% |
Jon Deven Mouton CAP Partners, LLC | 28,424 | $714,540.5 | $982,191.32 | $267,650.82 | 37.46% |
Heidi Hargis WETZEL INVESTMENT ADVISORS, INC. | 9,270 | $274,762.8 | $321,298.2 | $46,535.4 | 16.94% |
Cody Gehman Stonebridge Financial Group, LLC | 39,249 | $1.1M | $1.35M | $250,984.51 | 22.92% |
Kevin Stillman Evernest Financial Advisors, LLC | 17,964 | $461,918.77 | $619,937.64 | $158,018.87 | 34.21% |
Joshua Stipcich Tidemark, LLC | 1,476 | $45,701 | $50,649.09 | $4,948.09 | 10.83% |
Rob C. Alston Jr Quadcap Wealth Management, LLC | 57,098 | $1.51M | $1.95M | $446,296.24 | 29.63% |
Luke Bunch OxenFree Capital LLC | 208,478 | $6.57M | $7.16M | $589,308 | 8.97% |
Michelle Taylor BALANCED WEALTH GROUP LLC | 133,848 | $3.4M | $4.6M | $1.2M | 35.42% |
KURT TRAULSEN EVOLUTION WEALTH MANAGEMENT INC. | 72 | $2,165 | $2,471.04 | $306.04 | 14.14% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 3,534 | $105,886.35 | $120,403.38 | $14,517.03 | 13.71% |
PATRICK M SWEENEY PATRICK M SWEENEY & ASSOCIATES, INC | 14,057 | $396,377.71 | $485,599.06 | $89,221.35 | 22.51% |
| CPA Clear Point Advisors Inc. Clear Point Advisors Inc. | 34,387 | $913,972.27 | $1.18M | $269,800.2 | 29.52% |
Matthew Stead Sachetta, LLC | 25,959 | $655,173.94 | $892,340.62 | $237,166.68 | 36.2% |
Adam Colby Wealth Group Ltd | 102,182 | $2.54M | $3.51M | $968,223.18 | 38.14% |
Signal Advisors Wealth LLC Signal Advisors Wealth, LLC | 11,594 | $324,924.52 | $396,109.01 | $71,184.49 | 21.91% |
Focus Financial Network Inc. Focus Financial Network, Inc. | 420,179 | $10.89M | $14.32M | $3.42M | 31.43% |