| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Charles Corkery PUREfi Wealth, LLC | 2,082 | $199,004.39 | $253,275.3 | $54,270.91 | 27.27% |
Mark Weber DecisionMap Wealth Management, LLC | 92,024 | $8.26M | $11.23M | $2.96M | 35.88% |
James Rankin Modern Wealth Management, LLC | 226,346 | $19.71M | $27.74M | $8.03M | 40.76% |
Joseph C. Gissy Tactive Advisors, LLC | 4,601 | $336,608.99 | $558,055.29 | $221,446.3 | 65.79% |
Amir Har-El Savvy Advisors, Inc. | 58,896 | $5.27M | $7.2M | $1.94M | 36.74% |
Kevin M. Fox Fox Financial, Inc | 5,516 | $360,541.72 | $664,181.56 | $303,639.84 | 84.22% |
Cindi Hill Keener Financial Planning LLC | 3,744 | $356,878.08 | $457,554.24 | $100,676.16 | 28.21% |
David W. Lewis Lewis Asset Management, LLC | 1,683 | $200,316.21 | $204,181.56 | $3,865.35 | 1.93% |
United Advisor Group LLC United Advisor Group, LLC | 94,307 | $8.04M | $11.36M | $3.31M | 41.15% |
Jeff Ramsey Quotient Wealth Partners, LLC | 3.67M | $255.34M | $443.67M | $188.33M | 73.76% |
Gabriel M. Gallante Rockline Wealth Management, LLC | 4,076 | $336,239.51 | $500,532.8 | $164,293.29 | 48.86% |
Uptick Partners LLC UPTICK PARTNERS, LLC | 9,394 | $960,602.74 | $1.14M | $177,292.48 | 18.46% |
Phillip G. Trueblood Trueblood Wealth Management, LLC | 2,207 | $210,468.29 | $267,841.52 | $57,373.23 | 27.26% |
Donald Hatcher Solutions 4 Wealth, Ltd | 6,915 | $479,106.93 | $845,427.9 | $366,320.97 | 76.46% |
Integrity Wealth Solutions LLC Integrity Wealth Solutions LLC | 27,968 | $1.94M | $3.41M | $1.47M | 76.1% |
Benjamin Carter Turtle Creek Wealth Advisors, LLC | 28,556 | $2.29M | $3.5M | $1.21M | 52.89% |
Taylor Wagner Valued Wealth Advisors LLC | 125 | $11,018.16 | $15,036.25 | $4,018.09 | 36.47% |
| KM Keith Mahan StoneCrest Wealth Management, Inc. | 29,727 | $3.54M | $3.65M | $108,503.28 | 3.07% |
| SPI Stonebrook Private Inc. Stonebrook Private Inc. | 251,999 | $26.68M | $30.59M | $3.9M | 14.62% |
| MG Melissa Glennie Capital Management Associates, Inc | 10,233 | $892,586.22 | $1.25M | $355,532.79 | 39.83% |