| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Matthew Ottusch Cushing Capital Partners LLC | 60,768 | $3.08M | $4.26M | $1.18M | 38.34% |
HMV Wealth Advisors LLC HMV Wealth Advisors LLC | 57,310 | $3.4M | $4.02M | $621,386.19 | 18.29% |
Jonathan Ameen Impact Capital Partners LLC | 5,620 | $328,621.26 | $393,877.7 | $65,256.44 | 19.86% |
Tommy Glynn Lewis First Financial Group Corp | 6,380 | $305,092.43 | $447,684.6 | $142,592.17 | 46.74% |
Promus Capital LLC Promus Capital LLC | 2,018 | $100,505.59 | $141,502.16 | $40,996.57 | 40.79% |
Gabriel J. Markiz Portland Financial Advisors Inc. | 6,890 | $362,306.96 | $483,126.8 | $120,819.84 | 33.35% |
Burling Wealth Partners LLC Burling Wealth Partners LLC | 177,947 | $10.66M | $12.5M | $1.84M | 17.24% |
Ben D. Allison Jr. Pillar Financial Advisors LLC | 16,982 | $818,590.95 | $1.19M | $372,356.71 | 45.49% |
Ethan Gilbert Rialto Wealth Management LLC | 267,585 | $12.86M | $18.79M | $5.93M | 46.1% |
Alteri Wealth LLC Alteri Wealth LLC | 4,206 | $229,413.2 | $294,924.72 | $65,511.52 | 28.56% |
Daniel Newman Noble Wealth Management PBC | 3,619 | $180,463.55 | $252,443.34 | $71,979.79 | 39.89% |
Opulen Financial Group LLC Opulen Financial Group LLC | 13,534 | $679,491.87 | $950,626.81 | $271,134.94 | 39.9% |
Larry G. Peery II Magnolia Private Wealth LLC | 4,951 | $238,719.98 | $347,733.48 | $109,013.5 | 45.67% |
Future You Wealth LLC Future You Wealth LLC | 323,288 | $16.02M | $22.57M | $6.55M | 40.87% |
| CB Chris Benson L.K. Benson & Company P.C. | 39,994 | $2.28M | $2.8M | $523,756.62 | 22.96% |
Scratch Capital LLC Scratch Capital LLC | 6,919 | $398,419.46 | $483,395.93 | $84,976.47 | 21.33% |
Fabian Guerra Guerra Advisors Inc. | 1,963 | $117,639 | $137,066.47 | $19,427.47 | 16.51% |
Antonelli Financial Advisors LLC Antonelli Financial Advisors LLC | 19,185 | $922,703.51 | $1.34M | $415,546.16 | 45.04% |
Bay Capital Advisors LLC Bay Capital Advisors LLC | 13,698 | $655,211.94 | $957,079.26 | $301,867.32 | 46.07% |
AssuredPartners Investment Advisors LLC AssuredPartners Investment Advisors LLC | 7,355 | $359,015.54 | $515,879.7 | $156,864.16 | 43.69% |