| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Benj Foor Frazier Financial Advisors, LLC | 788 | $27,147.54 | $38,793.24 | $11,645.7 | 42.9% |
Derek Ripp Austin Wealth Management, LLC | 6,864 | $225,478.08 | $337,914.72 | $112,436.64 | 49.87% |
| TJM Tyler J McMurray VISIONARY HORIZONS, LLC | 11,339 | $511,806.97 | $558,218.97 | $46,412 | 9.07% |
Amir Har-El Savvy Advisors, Inc. | 111,697 | $5.03M | $5.52M | $483,153.01 | 9.6% |
Cindi Hill Keener Financial Planning LLC | 97,444 | $3.41M | $4.8M | $1.39M | 40.87% |
Owen McCabe Tyche Wealth Partners LLC | 140,760 | $5.5M | $6.93M | $1.42M | 25.89% |
United Advisor Group LLC United Advisor Group, LLC | 9,356 | $360,451.73 | $460,595.88 | $100,144.15 | 27.78% |
Uptick Partners LLC UPTICK PARTNERS, LLC | 5,067 | $211,409.73 | $249,448.41 | $38,038.68 | 17.99% |
Steven D Urban Urban Financial Advisory Corp | 8,758 | $360,928.15 | $431,462.87 | $70,534.72 | 19.54% |
BRUCE G ALLEN Bruce G. Allen Investments, LLC | 996 | $45,540.68 | $49,122.72 | $3,582.04 | 7.87% |
Integrity Wealth Solutions LLC Integrity Wealth Solutions LLC | 112,322 | $4.04M | $5.53M | $1.49M | 37.04% |
Taylor Wagner Valued Wealth Advisors LLC | 427 | $15,784.67 | $21,048.96 | $5,264.29 | 33.35% |
| KK Katelyn Kappius Traction Financial Partners, LLC | 7,935 | $335,223.7 | $391,155.82 | $55,932.12 | 16.69% |
Mark Heider Peirce Capital Management, LLC | 27,760 | $1.08M | $1.37M | $292,115.58 | 27.14% |
Andy Bloom MB Generational Wealth, LLC | 6,603 | $224,761.74 | $325,626.94 | $100,865.2 | 44.88% |
Curtis Burkholder Bare Financial Services, Inc | 1,210 | $41,927 | $59,919.2 | $17,992.2 | 42.91% |
Joshua Stipcich Tidemark, LLC | 1,211 | $43,402.86 | $59,617.53 | $16,214.67 | 37.36% |
Michelle Taylor BALANCED WEALTH GROUP LLC | 18,743 | $649,383.55 | $925,060.76 | $275,677.21 | 42.45% |
KURT TRAULSEN EVOLUTION WEALTH MANAGEMENT INC. | 11,985 | $523,907.4 | $590,021.55 | $66,114.15 | 12.62% |
James Petitpren ORBA Wealth Advisors, L.L.C. | 67,862 | $2.33M | $3.35M | $1.02M | 43.62% |