| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
JAMES ELIOS Elios Financial Group Inc. | 2,131 | $627,641.97 | $811,570.04 | $183,928.07 | 29.3% |
TIMOTHY BURKETT KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT | 731 | $234,605.87 | $278,394.04 | $43,788.17 | 18.66% |
Teresa Coleman Creekside Partners | 4,682 | $1.29M | $1.78M | $491,352.68 | 38.04% |
Nicholson Wealth Management Group LLC Nicholson Wealth Management Group, LLC | 1,713 | $511,029.07 | $652,378.92 | $141,349.85 | 27.66% |
Paul V. Ryan Jr FLAGSHIP WEALTH ADVISORS, LLC | 2,893 | $1.3M | $1.1M | -$199,269.96 | -15.32% |
Tuomas Suomela S-Bank Fund Management Ltd | 34,244 | $8.87M | $13.04M | $4.17M | 46.95% |
Level Wealth Management LLC Level Wealth Management LLC | 707 | $224,586 | $269,253.88 | $44,667.88 | 19.89% |
Taryn Anderson YANKCOM Partnership | 4,087 | $1.56M | $1.56M | -$4,332.05 | -0.28% |
Nicholas Munoz IronOak Wealth LLC. | 4,585 | $1.85M | $1.75M | -$105,455.04 | -5.7% |
David Levy Diversified Enterprises LLC | 7,523 | $2.68M | $2.87M | $188,599.08 | 7.05% |
Pines Wealth Management LLC Pines Wealth Management LLC | 4,261 | $1.66M | $1.62M | -$41,918.37 | -2.52% |
Hamilton Capital Partners LLC Hamilton Capital Partners LLC | 137,293 | $49.87M | $50.74M | $868,572.92 | 1.74% |
Matthew Riley Hickory Point Bank & Trust | 1,401 | $559,609.89 | $533,556.84 | -$26,053.05 | -4.66% |
Code Waechter LLC Code Waechter LLC | 878 | $236,819.93 | $334,377.52 | $97,557.59 | 41.19% |
| MWA Martel Wealth Advisors Inc. Martel Wealth Advisors Inc. | 4,848 | $1.27M | $1.85M | $577,251.28 | 45.49% |
Adam Amante Fortress Financial Solutions LLC | 2,586 | $1.02M | $984,852.24 | -$39,742.54 | -3.88% |
Seneschal Advisors LLC Seneschal Advisors LLC | 305 | $134,212.2 | $116,156.2 | -$18,056 | -13.45% |
Jared Machen BWM Planning LLC | 1,755 | $483,153.23 | $668,374.2 | $185,220.97 | 38.34% |
Curtis Harrell Tounjian Advisory Partners LLC | 7,578 | $1.96M | $2.89M | $922,090.67 | 46.95% |
Sherod Bigelow Seros Financial LLC | 1,794 | $724,488.96 | $683,226.96 | -$41,262 | -5.7% |