| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Owen McCabe Tyche Wealth Partners LLC | 129,443 | $4.93M | $6.39M | $1.46M | 29.54% |
United Advisor Group LLC United Advisor Group, LLC | 10,199 | $391,145.3 | $503,626.62 | $112,481.32 | 28.76% |
Uptick Partners LLC UPTICK PARTNERS, LLC | 10,343 | $403,509.14 | $510,737.34 | $107,228.2 | 26.57% |
Steven D Urban Urban Financial Advisory Corp | 9,248 | $378,769.09 | $456,666.24 | $77,897.15 | 20.57% |
BRUCE G ALLEN Bruce G. Allen Investments, LLC | 982 | $44,835 | $48,491.16 | $3,656.16 | 8.15% |
Integrity Wealth Solutions LLC Integrity Wealth Solutions LLC | 115,870 | $4.16M | $5.72M | $1.57M | 37.68% |
Taylor Wagner Valued Wealth Advisors LLC | 421 | $15,482 | $20,788.98 | $5,306.98 | 34.28% |
| KK Katelyn Kappius Traction Financial Partners, LLC | 6,990 | $287,607.84 | $345,166.2 | $57,558.36 | 20.01% |
Mark Heider Peirce Capital Management, LLC | 27,760 | $1.08M | $1.37M | $294,336.38 | 27.34% |
Andy Bloom MB Generational Wealth, LLC | 6,603 | $224,761.74 | $326,056.14 | $101,294.4 | 45.07% |
Curtis Burkholder Bare Financial Services, Inc | 1,210 | $41,927 | $59,749.8 | $17,822.8 | 42.51% |
Joshua Stipcich Tidemark, LLC | 1,211 | $43,402.86 | $59,799.18 | $16,396.32 | 37.78% |
Michelle Taylor BALANCED WEALTH GROUP LLC | 20,858 | $721,315.62 | $1.03M | $308,652.42 | 42.79% |
KURT TRAULSEN EVOLUTION WEALTH MANAGEMENT INC. | 10,735 | $460,919.92 | $530,094.3 | $69,174.38 | 15.01% |
James Petitpren ORBA Wealth Advisors, L.L.C. | 86,004 | $2.95M | $4.25M | $1.3M | 43.97% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 109,876 | $3.9M | $5.43M | $1.52M | 39.01% |
Linda J. Farinola OMNI 360 Wealth, Inc. | 8,484 | $292,093.3 | $418,939.92 | $126,846.62 | 43.43% |
Matthew Stead Sachetta, LLC | 2,489 | $113,789.82 | $122,906.82 | $9,117 | 8.01% |
Ellwood Derricks Partnership Wealth Management, LLC | 218,092 | $8.34M | $10.77M | $2.43M | 29.08% |
Chandler te Velde Maia Wealth LLC | 17,780 | $607,635.05 | $877,976.4 | $270,341.35 | 44.49% |