| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Amir Har-El Savvy Advisors, Inc. | 9,697 | $1.26M | $1.88M | $622,334.39 | 49.38% |
Ann Keitner Quantum Portfolio Management LLC | 2,648 | $529,097 | $510,878.64 | -$18,218.36 | -3.44% |
Andrea N. Thompson WEST PACES ADVISORS INC. | 11 | $2,198 | $2,116.95 | -$81.05 | -3.69% |
United Advisor Group LLC United Advisor Group, LLC | 1,414 | $193,329.71 | $272,803.02 | $79,473.31 | 41.11% |
Steven JE Manders BKM Wealth Management, LLC | 1,342 | $183,491.54 | $260,790.86 | $77,299.32 | 42.13% |
| MF Michael Fogarty Foundry Financial Group, Inc. | 2,108 | $218,093.82 | $409,647.64 | $191,553.82 | 87.83% |
Brad Sayre Shared Vision Wealth Group LLC | 2,930 | $311,826.71 | $571,994.6 | $260,167.89 | 83.43% |
| SPI Stonebrook Private Inc. Stonebrook Private Inc. | 2,063 | $293,306.86 | $399,860.97 | $106,554.11 | 36.33% |
Andy Bloom MB Generational Wealth, LLC | 6,410 | $655,432.34 | $1.25M | $590,094.76 | 90.03% |
Anthony Blagrove Traveka Wealth, LLC | 7,475 | $1.06M | $1.45M | $391,268.62 | 36.81% |
Heidi Hargis WETZEL INVESTMENT ADVISORS, INC. | 1,092 | $218,192.52 | $212,459.52 | -$5,733 | -2.63% |
Joshua Stipcich Tidemark, LLC | 47 | $4,754.92 | $9,135.62 | $4,380.7 | 92.13% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 368 | $49,961.24 | $71,193.28 | $21,232.04 | 42.5% |
Linda J. Farinola OMNI 360 Wealth, Inc. | 9,488 | $1.03M | $1.85M | $818,242.67 | 79.6% |
Signal Advisors Wealth LLC Signal Advisors Wealth, LLC | 1,366 | $272,892.02 | $263,849.73 | -$9,042.29 | -3.31% |
Focus Financial Network Inc. Focus Financial Network, Inc. | 29,068 | $3.04M | $5.59M | $2.55M | 83.75% |
Michael Herman Apollon Financial, LLC | 1,547 | $219,968 | $299,855.01 | $79,887.01 | 36.32% |
David McNeely Darden Wealth Group Inc | 5,811 | $587,866.37 | $1.13M | $542,256.91 | 92.24% |
Victory Financial Group LLC VICTORY FINANCIAL GROUP, LLC | 1,195 | $238,729 | $231,322.12 | -$7,406.88 | -3.1% |
| RJ Rebecca Judd Pathstone Holdings, LLC | 1,188 | $237,398 | $232,265.88 | -$5,132.12 | -2.16% |