| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Nicholas A. Coppola POWER WEALTH MANAGEMENT LLC | 3,111 | $462,325.9 | $553,975.77 | $91,649.87 | 19.82% |
| AMB Allen Mooney & Barnes Investment Advisors LLC Allen Mooney & Barnes Investment Advisors LLC | 1,795 | $266,199 | $317,679.1 | $51,480.1 | 19.34% |
Savoie Capital LLC Savoie Capital LLC | 19,300 | $2.05M | $3.4M | $1.35M | 65.8% |
Charles Corkery PUREfi Wealth, LLC | 4,495 | $503,616.01 | $791,569.5 | $287,953.49 | 57.18% |
James Rankin Modern Wealth Management, LLC | 4,395 | $486,029.82 | $767,696.62 | $281,666.8 | 57.95% |
David Vollmer PFS Partners, LLC | 1,194 | $41,443.96 | $202,556.13 | $161,112.17 | 388.75% |
Benj Foor Frazier Financial Advisors, LLC | 133 | $15,212.92 | $22,550.15 | $7,337.23 | 48.23% |
Amir Har-El Savvy Advisors, Inc. | 16,071 | $1.93M | $2.83M | $905,174.68 | 46.91% |
Ann Keitner Quantum Portfolio Management LLC | 1,339 | $215,538.97 | $228,995.78 | $13,456.81 | 6.24% |
Owen McCabe Tyche Wealth Partners LLC | 2,062 | $218,622.82 | $361,179.92 | $142,557.1 | 65.21% |
United Advisor Group LLC United Advisor Group, LLC | 22,138 | $3.27M | $3.79M | $519,387.6 | 15.9% |
Phillip G. Trueblood Trueblood Wealth Management, LLC | 3,405 | $280,869.62 | $597,509.4 | $316,639.78 | 112.74% |
BRUCE G ALLEN Bruce G. Allen Investments, LLC | 20 | $1,558.01 | $3,463 | $1,904.99 | 122.27% |
Kathryn Miceli Kiely Wealth Advisory Group, Inc. | 80 | $6,232 | $13,996 | $7,764 | 124.58% |
Twin Peaks Wealth Advisors LLC TWIN PEAKS WEALTH ADVISORS, LLC | 2,399 | $191,378.91 | $422,727.79 | $231,348.88 | 120.89% |
Oscar Spain JAMISON PRIVATE WEALTH MANAGEMENT, INC. | 2,009 | $233,014.34 | $354,427.78 | $121,413.44 | 52.11% |
Jon Deven Mouton CAP Partners, LLC | 18,175 | $1.45M | $3.22M | $1.77M | 121.89% |
Benjamin Carter Turtle Creek Wealth Advisors, LLC | 1,906 | $217,634.51 | $339,534.84 | $121,900.33 | 56.01% |
Harold Williams PRECEDENT WEALTH PARTNERS, LLC | 4,868 | $577,441.6 | $856,427.24 | $278,985.64 | 48.31% |
Kent Keister Bear Mountain Capital, Inc. | 55 | $4,849.22 | $9,671.2 | $4,821.98 | 99.44% |