| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Courtney Haddad Concurrent Investment Advisors, LLC | 102,777 | $4.13M | $5.34M | $1.21M | 29.24% |
Nicholas A. Coppola POWER WEALTH MANAGEMENT LLC | 19,683 | $1.15M | $1.02M | -$129,024.63 | -11.21% |
James Rankin Modern Wealth Management, LLC | 21,622 | $973,640.21 | $1.11M | $139,678.73 | 14.35% |
KKM Financial LLC KKM Financial LLC | 6,143 | $321,732.55 | $328,589.07 | $6,856.52 | 2.13% |
Joseph C. Gissy Tactive Advisors, LLC | 7,888 | $304,339.84 | $421,929.12 | $117,589.28 | 38.64% |
Menachem Striks Morton Capital Management LLC/CA | 11,029 | $470,112 | $553,876.38 | $83,764.38 | 17.82% |
David Vollmer PFS Partners, LLC | 118 | $4,999.75 | $5,925.96 | $926.21 | 18.53% |
Alan Rosenfield HARMONY ASSET MANAGEMENT LLC | 9,111 | $527,606.34 | $487,347.39 | -$40,258.95 | -7.63% |
Amir Har-El Savvy Advisors, Inc. | 66,898 | $2.94M | $3.45M | $508,017.85 | 17.29% |
Owen McCabe Tyche Wealth Partners LLC | 11,984 | $640,537.2 | $601,836.48 | -$38,700.72 | -6.04% |
United Advisor Group LLC United Advisor Group, LLC | 4,367 | $297,567.72 | $219,310.74 | -$78,256.98 | -26.3% |
Jeff Ramsey Quotient Wealth Partners, LLC | 4,363 | $295,051.68 | $219,109.86 | -$75,941.82 | -25.74% |
Phillip G. Trueblood Trueblood Wealth Management, LLC | 5,506 | $233,288.89 | $294,515.94 | $61,227.05 | 26.25% |
PETER KRUSSEL Southland Equity Partners LLC | 6,129 | $404,940.83 | $307,798.38 | -$97,142.45 | -23.99% |
Oscar Spain JAMISON PRIVATE WEALTH MANAGEMENT, INC. | 95,921 | $2.55M | $5.13M | $2.58M | 100.98% |
Jon Deven Mouton CAP Partners, LLC | 5,595 | $237,781.55 | $280,980.9 | $43,199.35 | 18.17% |
Benjamin Carter Turtle Creek Wealth Advisors, LLC | 6,110 | $347,080.7 | $317,231.2 | -$29,849.5 | -8.6% |
| MG Melissa Glennie Capital Management Associates, Inc | 5,062 | $214,477.39 | $254,213.64 | $39,736.25 | 18.53% |
Julie Beswick Advantage Trust Co | 1,315 | $32,912.66 | $70,339.35 | $37,426.69 | 113.72% |
Curtis Burkholder Bare Financial Services, Inc | 197 | $6,105 | $10,228.24 | $4,123.24 | 67.54% |