| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Joseph C. Gissy Tactive Advisors, LLC | 4,601 | $336,608.99 | $538,961.14 | $202,352.15 | 60.11% |
Amir Har-El Savvy Advisors, Inc. | 47,404 | $3.9M | $5.55M | $1.65M | 42.4% |
Kevin M. Fox Fox Financial, Inc | 5,762 | $376,546.41 | $674,960.68 | $298,414.27 | 79.25% |
Cindi Hill Keener Financial Planning LLC | 3,744 | $356,878.08 | $438,572.16 | $81,694.08 | 22.89% |
David W. Lewis Lewis Asset Management, LLC | 1,681 | $200,070 | $196,912.34 | -$3,157.66 | -1.58% |
United Advisor Group LLC United Advisor Group, LLC | 94,307 | $8.04M | $11.05M | $3M | 37.32% |
Jeff Ramsey Quotient Wealth Partners, LLC | 3.68M | $256.3M | $431.3M | $175M | 68.28% |
Gabriel M. Gallante Rockline Wealth Management, LLC | 4,076 | $336,239.51 | $477,462.64 | $141,223.13 | 42% |
Uptick Partners LLC UPTICK PARTNERS, LLC | 9,394 | $960,602.74 | $1.16M | $194,953.22 | 20.29% |
Phillip G. Trueblood Trueblood Wealth Management, LLC | 2,207 | $210,468.29 | $258,527.98 | $48,059.69 | 22.83% |
Donald Hatcher Solutions 4 Wealth, Ltd | 6,915 | $479,106.93 | $810,023.1 | $330,916.17 | 69.07% |
Integrity Wealth Solutions LLC Integrity Wealth Solutions LLC | 27,968 | $1.94M | $3.28M | $1.34M | 69.05% |
Benjamin Carter Turtle Creek Wealth Advisors, LLC | 28,556 | $2.29M | $3.35M | $1.05M | 46% |
Taylor Wagner Valued Wealth Advisors LLC | 125 | $11,018.16 | $14,642.5 | $3,624.34 | 32.89% |
| KM Keith Mahan StoneCrest Wealth Management, Inc. | 29,727 | $3.54M | $3.48M | -$54,995.22 | -1.55% |
| SPI Stonebrook Private Inc. Stonebrook Private Inc. | 251,999 | $26.68M | $30.98M | $4.29M | 16.09% |
| MG Melissa Glennie Capital Management Associates, Inc | 10,233 | $892,586.22 | $1.2M | $306,107.4 | 34.29% |
Cody Gehman Stonebridge Financial Group, LLC | 238,456 | $23.11M | $27.93M | $4.82M | 20.86% |
Keisuke Ichihara Rakuten Securities, Inc. | 14 | $1,493.79 | $1,714.58 | $220.79 | 14.78% |
Joshua Stipcich Tidemark, LLC | 95,613 | $9.36M | $11.76M | $2.4M | 25.64% |