| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Kickstand Ventures LLC KICKSTAND VENTURES, LLC. | 6,286 | $326,958.02 | $772,235.1 | $445,277.08 | 136.19% |
Courtney Haddad Concurrent Investment Advisors, LLC | 226,984 | $16.56M | $27.77M | $11.21M | 67.66% |
| AMB Allen Mooney & Barnes Investment Advisors LLC Allen Mooney & Barnes Investment Advisors LLC | 4,264 | $301,733.87 | $523,832.4 | $222,098.53 | 73.61% |
Charles Corkery PUREfi Wealth, LLC | 4,972 | $385,960.34 | $628,858.56 | $242,898.22 | 62.93% |
James Rankin Modern Wealth Management, LLC | 26,656 | $2.77M | $3.25M | $481,757.39 | 17.42% |
BRASS TAX WEALTH MANAGEMENT Inc. BRASS TAX WEALTH MANAGEMENT, INC | 7,352 | $558,833.16 | $929,880.96 | $371,047.8 | 66.4% |
Menachem Striks Morton Capital Management LLC/CA | 2,984 | $196,716.55 | $366,584.4 | $169,867.85 | 86.35% |
Benj Foor Frazier Financial Advisors, LLC | 252 | $30,178 | $30,958.2 | $780.2 | 2.59% |
Alan Rosenfield HARMONY ASSET MANAGEMENT LLC | 2,475 | $295,812 | $313,038 | $17,226 | 5.82% |
Angela Kelley HTLF Bank | 8,144 | $492,712 | $1.03M | $537,341.12 | 109.06% |
Amir Har-El Savvy Advisors, Inc. | 194,680 | $18.02M | $23.63M | $5.61M | 31.13% |
Joseph Morrison Sentry LLC | 2,080 | $248,602 | $255,528 | $6,926 | 2.79% |
Owen McCabe Tyche Wealth Partners LLC | 2,275 | $271,873 | $279,483.75 | $7,610.75 | 2.8% |
United Advisor Group LLC United Advisor Group, LLC | 9,602 | $710,116.93 | $1.18M | $469,488.77 | 66.11% |
Jeff Ramsey Quotient Wealth Partners, LLC | 3,263 | $307,446.39 | $400,859.55 | $93,413.16 | 30.38% |
CARL LYMANGOOD Petros Family Wealth, LLC | 1,682 | $201,033 | $206,633.7 | $5,600.7 | 2.79% |
Gabriel M. Gallante Rockline Wealth Management, LLC | 1,688 | $201,750 | $206,425.52 | $4,675.52 | 2.32% |
Uptick Partners LLC UPTICK PARTNERS, LLC | 5,798 | $510,300.58 | $712,284.3 | $201,983.72 | 39.58% |
Kathryn Miceli Kiely Wealth Advisory Group, Inc. | 2,008 | $127,554.18 | $246,682.8 | $119,128.62 | 93.39% |
Twin Peaks Wealth Advisors LLC TWIN PEAKS WEALTH ADVISORS, LLC | 8,128 | $580,081.96 | $1.03M | $447,947.48 | 77.22% |