| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Rajiv Shah KINGSWOOD WEALTH ADVISORS, LLC | 15,236 | $575,571.01 | $757,838.64 | $182,267.63 | 31.67% |
Annmarie Young KPP Advisory Services LLC | 85,126 | $3.23M | $4.23M | $999,677.22 | 30.91% |
Christopher C. Powers Farther Finance Advisors, LLC | 84,061 | $2.97M | $4.18M | $1.21M | 40.71% |
Kristy DeJarnette Financial Security Advisor, Inc. | 8,183 | $294,038.79 | $431,571.42 | $137,532.63 | 46.77% |
Kickstand Ventures LLC KICKSTAND VENTURES, LLC. | 8,557 | $333,979.61 | $425,625.18 | $91,645.57 | 27.44% |
Courtney Haddad Concurrent Investment Advisors, LLC | 13,624 | $482,582.35 | $677,657.76 | $195,075.41 | 40.42% |
James Rankin Modern Wealth Management, LLC | 2.79M | $107.29M | $149.8M | $42.51M | 39.62% |
Joseph C. Gissy Tactive Advisors, LLC | 5,375 | $211,730.9 | $267,352.5 | $55,621.6 | 26.27% |
David W. Lewis Lewis Asset Management, LLC | 5,157 | $235,933 | $256,509.18 | $20,576.18 | 8.72% |
BRUCE G ALLEN Bruce G. Allen Investments, LLC | 267 | $8,255.79 | $13,280.58 | $5,024.79 | 60.86% |
Jon Deven Mouton CAP Partners, LLC | 75,355 | $2.63M | $3.75M | $1.11M | 42.32% |
Adam Colby Wealth Group Ltd | 22,423 | $815,864.92 | $1.12M | $299,455.1 | 36.7% |
Chandler te Velde Maia Wealth LLC | 40,120 | $1.66M | $2M | $334,261.95 | 20.12% |
Margaret Nickens Elm3 Financial Group, LLC | 4,372 | $200,019 | $217,463.28 | $17,444.28 | 8.72% |
Angela Mari Abich Financial Wealth Management LLC | 57 | $2,138 | $2,835.18 | $697.18 | 32.61% |
Jennifer Lutz Trademark Financial Management, LLC | 183,185 | $7.79M | $9.11M | $1.32M | 16.93% |
| AIM Advyzon Investment Management LLC Advyzon Investment Management, LLC | 4,435 | $202,902 | $238,203.85 | $35,301.85 | 17.4% |
Raul Isern ATLANTIC FAMILY WEALTH, LLC | 136,165 | $5M | $6.77M | $1.77M | 35.43% |
| AWA Adapt Wealth Advisors LLC ADAPT WEALTH ADVISORS, LLC | 414,220 | $14.32M | $21.89M | $7.57M | 52.83% |
Erik Roemer GERBER, LLC | 204,726 | $8.16M | $10.18M | $2.02M | 24.72% |