| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Benj Foor Frazier Financial Advisors, LLC | 117 | $5,735.21 | $7,786.35 | $2,051.14 | 35.76% |
Alan Rosenfield HARMONY ASSET MANAGEMENT LLC | 6,315 | $309,217.36 | $420,263.25 | $111,045.89 | 35.91% |
Amir Har-El Savvy Advisors, Inc. | 9,509 | $554,356.73 | $632,728.86 | $78,372.13 | 14.14% |
Owen McCabe Tyche Wealth Partners LLC | 8,505 | $461,039.19 | $566,007.75 | $104,968.56 | 22.77% |
Twin Peaks Wealth Advisors LLC TWIN PEAKS WEALTH ADVISORS, LLC | 9 | $533 | $598.86 | $65.86 | 12.36% |
Harold Williams PRECEDENT WEALTH PARTNERS, LLC | 5,495 | $300,467.78 | $365,637.3 | $65,169.52 | 21.69% |
| MG Melissa Glennie Capital Management Associates, Inc | 17,117 | $877,255.82 | $1.14M | $261,709.36 | 29.83% |
Wayne Atkins VCI Wealth Management LLC | 14,303 | $835,600.16 | $951,721.62 | $116,121.46 | 13.9% |
Kevin Stillman Evernest Financial Advisors, LLC | 18,242 | $993,441.15 | $1.21M | $220,381.53 | 22.18% |
Joshua Stipcich Tidemark, LLC | 14,513 | $726,972.43 | $964,751.67 | $237,779.24 | 32.71% |
Rob C. Alston Jr Quadcap Wealth Management, LLC | 17,662 | $860,492.64 | $1.17M | $313,588.81 | 36.44% |
KURT TRAULSEN EVOLUTION WEALTH MANAGEMENT INC. | 4,688 | $260,965.32 | $311,634.8 | $50,669.48 | 19.42% |
James Petitpren ORBA Wealth Advisors, L.L.C. | 26,786 | $1.38M | $1.78M | $401,477.09 | 29.11% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 3,411 | $188,002.45 | $226,388.07 | $38,385.62 | 20.42% |
Matthew Stead Sachetta, LLC | 13,696 | $745,127.01 | $907,086.08 | $161,959.07 | 21.74% |
Signal Advisors Wealth LLC Signal Advisors Wealth, LLC | 56,685 | $3.1M | $3.76M | $660,009.31 | 21.26% |
Michael Herman Apollon Financial, LLC | 23,250 | $1.21M | $1.54M | $329,760.99 | 27.16% |
Christopher Griffith Stablepoint Partners, LLC | 6,409 | $322,137.74 | $425,631.3 | $103,493.56 | 32.13% |
| RJ Rebecca Judd Pathstone Holdings, LLC | 165,486 | $8.11M | $11M | $2.88M | 35.55% |
Angela Mari Abich Financial Wealth Management LLC | 315,310 | $17.83M | $20.94M | $3.11M | 17.46% |