| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| JBL Jason B. Lockridge Southern Capital Advisors LLC | 6,400 | $201,856 | $253,216 | $51,360 | 25.44% |
Penny A. Phillips Journey Strategic Wealth LLC | 5,746 | $211,510.26 | $227,168.11 | $15,657.85 | 7.4% |
Kenneth A. Armstrong Elevate Capital Advisors LLC | 20,310 | $687,380.42 | $802,955.85 | $115,575.43 | 16.81% |
Stefan Demuth Ameliora Wealth Management Ltd. | 460,484 | $12.16M | $18.25M | $6.09M | 50.13% |
Brian Kellett Kellett Wealth Advisors LLC | 143,937 | $5.69M | $5.72M | $25,908.66 | 0.46% |
Randy D. Kurtz Upper Left Wealth Management LLC | 24,060 | $864,230.1 | $953,497.8 | $89,267.7 | 10.33% |
W. Travis McKinney HB Wealth Management LLC | 31,310 | $745,103.7 | $1.24M | $499,155.7 | 66.99% |
Nathan Geraci ETF Store Inc. | 11,949 | $301,811.07 | $474,494.79 | $172,683.72 | 57.22% |
| RFA Resurgent Financial Advisors LLC Resurgent Financial Advisors LLC | 25,638 | $612,534.55 | $1M | $388,116.56 | 63.36% |
Richard A. Flora Key Client Fiduciary Advisors LLC | 15,398 | $412,178.69 | $610,222.74 | $198,044.05 | 48.05% |
Samuel Miller Kraft, Davis & Associates LLC | 13,197 | $243,663.47 | $515,078.91 | $271,415.44 | 111.39% |
Allison Brooke Blake WorthPointe LLC | 20,220 | $830,637.6 | $789,186.6 | -$41,451 | -4.99% |
| CS Catherine Salsman Paragon Private Wealth Management LLC | 31,537 | $675,414.16 | $1.25M | $574,397.15 | 85.04% |
| FFG Fiduciary Financial Group LLC Fiduciary Financial Group LLC | 62,443 | $1.4M | $2.44M | $1.04M | 74.62% |
Mark Fiskio Empirical Asset Management LLC | 231,691 | $5.7M | $9.04M | $3.34M | 58.53% |
Jim Clark Worth Asset Management LLC | 55,034 | $2.22M | $2.18M | -$39,012.62 | -1.76% |
Jeffrey Gilbert Balboa Wealth Partners | 29,580 | $906,250.76 | $1.15M | $248,256.61 | 27.39% |
Kevin Zemann WealthPlan Investment Management LLC | 8,452 | $283,181.85 | $335,882.48 | $52,700.63 | 18.61% |
Leonid Berline ARMSTRONG ADVISORY GROUP Inc. | 1,350 | $23,584 | $53,318.25 | $29,734.25 | 126.08% |
Abraham Martinez Amara Financial LLC | 62,504 | $1.88M | $2.47M | $583,967.48 | 30.99% |