| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Seth Hodes Able Wealth Management LLC | 5,604 | $274,944.32 | $395,754.48 | $120,810.16 | 43.94% |
Kevin Kuhn Kuhn & Co Investment Counsel | 2,945 | $209,832 | $207,975.9 | -$1,856.1 | -0.88% |
Brian Distler Lakeridge Wealth Management LLC | 6,762 | $357,991.94 | $477,532.44 | $119,540.5 | 33.39% |
Ruth Thortvedt Financial Network Wealth Advisors LLC | 533 | $27,302.75 | $37,640.46 | $10,337.71 | 37.86% |
Brandon Hobson Silver Coast Investments LLC | 58,252 | $2.79M | $4.11M | $1.32M | 47.45% |
Gintare Zubrute PROATHLETE WEALTH MANAGEMENT LLC | 83,217 | $4.54M | $5.88M | $1.34M | 29.5% |
Ryan Gibbs Heritage Wealth Management, Inc. /CA/ | 5,942 | $286,978.68 | $419,624.04 | $132,645.36 | 46.22% |
Angela Pompian Sunpointe, LLC | 24,030 | $1.57M | $1.7M | $127,413.92 | 8.12% |
D. Garet Strange Hobbs Group Advisors, LLC | 10,044 | $637,274.93 | $736,225.2 | $98,950.27 | 15.53% |
Chad Whiteley SIERRA SUMMIT ADVISORS LLC | 3,249 | $231,492 | $229,444.38 | -$2,047.62 | -0.88% |
| TWP Triad Wealth Partners LLC Triad Wealth Partners, LLC | 271,173 | $17.13M | $19.77M | $2.63M | 15.38% |
Stephanie Ternes Wealth Forward, LLC | 266,252 | $13.12M | $18.8M | $5.69M | 43.36% |
Stacy Creekmur Creekmur Asset Management LLC | 4,655 | $306,401.67 | $339,349.5 | $32,947.83 | 10.75% |
Drew Garner ARK & TLK INVESTMENTS, LLC | 6,221 | $307,476.02 | $439,327.02 | $131,851 | 42.88% |
Erik Roemer GERBER, LLC | 5,448 | $334,830.54 | $384,737.76 | $49,907.22 | 14.91% |
Philip Smith SWP FINANCIAL LLC | 6,458 | $323,255.99 | $456,063.96 | $132,807.97 | 41.08% |
Jeffrey Kikoler GOLDEN ROAD ADVISORS LLC | 78,384 | $3.88M | $5.71M | $1.83M | 47.17% |
| NBY Nicholas B. Yeomans Yeomans Consulting Group, Inc. | 10,489 | $655,248 | $740,733.18 | $85,485.18 | 13.05% |
Nicholas Jeffries M3 Advisory Group, LLC | 40,722 | $1.96M | $2.88M | $919,931.02 | 47.03% |
Joshua Bailey MUIRFIELD WEALTH ADVISORS LLC | 4,422 | $265,364.96 | $322,363.8 | $56,998.84 | 21.48% |