| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
BRUCE G ALLEN Bruce G. Allen Investments, LLC | 681 | $118,098.9 | $162,874.77 | $44,775.87 | 37.91% |
Kathryn Miceli Kiely Wealth Advisory Group, Inc. | 678 | $117,534.71 | $162,157.26 | $44,622.55 | 37.97% |
One Degree Advisors Inc. One Degree Advisors Inc | 30,117 | $5.13M | $7.2M | $2.07M | 40.34% |
Jonathon Gold Gold Investment Management Ltd. | 19 | $4,291.93 | $4,544.23 | $252.3 | 5.88% |
Twin Peaks Wealth Advisors LLC TWIN PEAKS WEALTH ADVISORS, LLC | 1,564 | $355,863.68 | $385,041.16 | $29,177.48 | 8.2% |
PETER KRUSSEL Southland Equity Partners LLC | 2,087 | $316,685.86 | $499,147.79 | $182,461.93 | 57.62% |
Oscar Spain JAMISON PRIVATE WEALTH MANAGEMENT, INC. | 3,112 | $537,100.64 | $744,297.04 | $207,196.4 | 38.58% |
Taylor Wagner Valued Wealth Advisors LLC | 166 | $33,337.78 | $39,702.22 | $6,364.44 | 19.09% |
Andrew Schiff TRITONPOINT WEALTH, LLC | 1,317 | $283,751.89 | $323,705.43 | $39,953.54 | 14.08% |
Tracey Daigle ROBINSON SMITH WEALTH ADVISORS LLC | 9,807 | $1.7M | $2.35M | $648,375.49 | 38.2% |
Harold Williams PRECEDENT WEALTH PARTNERS, LLC | 1,142 | $202,503.27 | $273,132.14 | $70,628.87 | 34.88% |
Mark Fonville Fonville Wealth Management LLC | 17,186 | $2.96M | $4.11M | $1.15M | 38.68% |
| MG Melissa Glennie Capital Management Associates, Inc | 4,140 | $805,857.83 | $990,163.8 | $184,305.97 | 22.87% |
Heidi Hargis WETZEL INVESTMENT ADVISORS, INC. | 9,036 | $1.54M | $2.16M | $620,749.62 | 40.3% |
Cody Gehman Stonebridge Financial Group, LLC | 22,082 | $4.34M | $5.28M | $941,958.8 | 21.71% |
Thomas Hood Alternative Investment Advisors, LLC. | 909 | $215,158 | $220,977.91 | $5,819.91 | 2.7% |
Kevin Stillman Evernest Financial Advisors, LLC | 5,771 | $1.01M | $1.38M | $370,640.59 | 36.71% |
Keisuke Ichihara Rakuten Securities, Inc. | 346 | $79,551.76 | $85,181.74 | $5,629.98 | 7.08% |
Joshua Stipcich Tidemark, LLC | 816 | $179,668.75 | $200,083.2 | $20,414.45 | 11.36% |
Emily Priebe Priebe Wealth Holdings LLC | 2,495 | $425,147.63 | $596,729.15 | $171,581.52 | 40.36% |