| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Benj Foor Frazier Financial Advisors, LLC | 137 | $5,801.61 | $7,776.12 | $1,974.51 | 34.03% |
Alan Rosenfield HARMONY ASSET MANAGEMENT LLC | 7,920 | $339,551.51 | $449,539.2 | $109,987.69 | 32.39% |
Amir Har-El Savvy Advisors, Inc. | 11,242 | $493,980.49 | $638,095.92 | $144,115.43 | 29.17% |
Cindi Hill Keener Financial Planning LLC | 21,467 | $908,953.11 | $1.22M | $309,513.81 | 34.05% |
Owen McCabe Tyche Wealth Partners LLC | 8,338 | $369,501.77 | $473,264.88 | $103,763.11 | 28.08% |
United Advisor Group LLC United Advisor Group, LLC | 5,466 | $234,247.38 | $310,250.16 | $76,002.78 | 32.45% |
Twin Peaks Wealth Advisors LLC TWIN PEAKS WEALTH ADVISORS, LLC | 9 | $435 | $510.84 | $75.84 | 17.43% |
Integrity Wealth Solutions LLC Integrity Wealth Solutions LLC | 19,109 | $808,918.54 | $1.08M | $275,708.3 | 34.08% |
Harold Williams PRECEDENT WEALTH PARTNERS, LLC | 6,731 | $306,328.69 | $382,051.56 | $75,722.87 | 24.72% |
Mark Fonville Fonville Wealth Management LLC | 4,267 | $206,169 | $242,194.92 | $36,025.92 | 17.47% |
Wayne Atkins VCI Wealth Management LLC | 8,804 | $398,470.67 | $499,715.04 | $101,244.37 | 25.41% |
Kevin Stillman Evernest Financial Advisors, LLC | 562,067 | $26.01M | $31.9M | $5.9M | 22.67% |
Keisuke Ichihara Rakuten Securities, Inc. | 50 | $2,416 | $2,838 | $422 | 17.47% |
Joshua Stipcich Tidemark, LLC | 13,944 | $587,000.79 | $791,461.44 | $204,460.65 | 34.83% |
Rob Dainard Hara Capital LLC | 1,835 | $88,667 | $104,154.6 | $15,487.6 | 17.47% |
KURT TRAULSEN EVOLUTION WEALTH MANAGEMENT INC. | 3,866 | $175,222.32 | $219,434.16 | $44,211.84 | 25.23% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 55,436 | $2.59M | $3.15M | $560,511.2 | 21.67% |
Matthew Stead Sachetta, LLC | 906 | $37,795.37 | $51,424.56 | $13,629.19 | 36.06% |
Chandler te Velde Maia Wealth LLC | 62,206 | $2.82M | $3.53M | $712,174.12 | 25.27% |
Signal Advisors Wealth LLC Signal Advisors Wealth, LLC | 84,229 | $3.5M | $4.78M | $1.28M | 36.5% |