| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
KKM Financial LLC KKM Financial LLC | 566 | $203,834 | $314,996 | $111,162 | 54.54% |
Joseph C. Gissy Tactive Advisors, LLC | 7,340 | $1.81M | $4.08M | $2.28M | 125.77% |
BRASS TAX WEALTH MANAGEMENT Inc. BRASS TAX WEALTH MANAGEMENT, INC | 2,660 | $651,360.68 | $1.48M | $829,009.2 | 127.27% |
Benj Foor Frazier Financial Advisors, LLC | 64 | $22,250.25 | $35,617.92 | $13,367.67 | 60.08% |
Amir Har-El Savvy Advisors, Inc. | 672 | $257,471 | $373,988.18 | $116,517.18 | 45.25% |
Ann Keitner Quantum Portfolio Management LLC | 1,597 | $352,908.13 | $888,778.46 | $535,870.33 | 151.84% |
David W. Lewis Lewis Asset Management, LLC | 1,666 | $323,744.63 | $927,179.03 | $603,434.4 | 186.39% |
United Advisor Group LLC United Advisor Group, LLC | 1,141 | $383,391.68 | $635,000.76 | $251,609.08 | 65.63% |
Phillip G. Trueblood Trueblood Wealth Management, LLC | 1,403 | $261,766.08 | $780,811.63 | $519,045.55 | 198.29% |
Jonathon Gold Gold Investment Management Ltd. | 2 | $450 | $1,113.06 | $663.06 | 147.35% |
Twin Peaks Wealth Advisors LLC TWIN PEAKS WEALTH ADVISORS, LLC | 65 | $24,933 | $36,174.45 | $11,241.45 | 45.09% |
PETER KRUSSEL Southland Equity Partners LLC | 315 | $206,605 | $175,306.96 | -$31,298.04 | -15.15% |
Sarah Schmidt Wellington Wealth Strategies, LLC. | 795 | $192,140.1 | $442,441.37 | $250,301.27 | 130.27% |
Andrew Schiff TRITONPOINT WEALTH, LLC | 2,463 | $628,625.32 | $1.37M | $742,108.14 | 118.05% |
| KM Keith Mahan StoneCrest Wealth Management, Inc. | 14,872 | $2.91M | $8.28M | $5.36M | 184.24% |
Cody Gehman Stonebridge Financial Group, LLC | 660 | $432,887 | $367,309.82 | -$65,577.18 | -15.15% |
BRADLEY LEWIS HRC WEALTH MANAGEMENT, LLC | 338 | $221,416 | $188,107.15 | -$33,308.85 | -15.04% |
Joshua Stipcich Tidemark, LLC | 728 | $180,372.98 | $405,153.86 | $224,780.88 | 124.62% |
Andrea Butler Sequent Planning LLC | 723 | $260,373.87 | $402,371.21 | $141,997.34 | 54.54% |
| KMK Krista M. Ketelsen NavPoint Financial, Inc. | 600 | $216,078 | $333,918.02 | $117,840.02 | 54.54% |