| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Mark Weber DecisionMap Wealth Management, LLC | 8,592 | $567,432.86 | $695,522.4 | $128,089.54 | 22.57% |
James Rankin Modern Wealth Management, LLC | 54,682 | $4.05M | $4.62M | $568,571.26 | 14.04% |
Joseph C. Gissy Tactive Advisors, LLC | 17,099 | $1.2M | $1.38M | $182,406.29 | 15.18% |
BRASS TAX WEALTH MANAGEMENT Inc. BRASS TAX WEALTH MANAGEMENT, INC | 12,052 | $796,260.33 | $975,609.4 | $179,349.07 | 22.52% |
Menachem Striks Morton Capital Management LLC/CA | 5,171 | $338,924.03 | $418,592.45 | $79,668.42 | 23.51% |
David Vollmer PFS Partners, LLC | 490 | $31,116.15 | $39,665.5 | $8,549.35 | 27.48% |
Benj Foor Frazier Financial Advisors, LLC | 4,939 | $323,344.34 | $408,405.91 | $85,061.57 | 26.31% |
Alan Rosenfield HARMONY ASSET MANAGEMENT LLC | 7,689 | $580,190.84 | $622,424.55 | $42,233.71 | 7.28% |
Amir Har-El Savvy Advisors, Inc. | 50,904 | $3.48M | $4.12M | $638,168.6 | 18.32% |
Andrea N. Thompson WEST PACES ADVISORS INC. | 91 | $6,591.13 | $7,366.45 | $775.32 | 11.76% |
Owen McCabe Tyche Wealth Partners LLC | 5,435 | $349,015.71 | $446,430.9 | $97,415.19 | 27.91% |
William Ramsay Financial Symmetry Inc | 9,721 | $697,967.8 | $786,914.95 | $88,947.15 | 12.74% |
United Advisor Group LLC United Advisor Group, LLC | 4,851 | $331,394.61 | $392,688.45 | $61,293.84 | 18.5% |
CARL LYMANGOOD Petros Family Wealth, LLC | 66,134 | $4.79M | $5.35M | $559,931.09 | 11.68% |
| RLC Robyn L. Clarke Towneley Capital Management, Inc / DE | 3,099 | $180,746.06 | $250,864.05 | $70,117.99 | 38.79% |
Uptick Partners LLC UPTICK PARTNERS, LLC | 135,516 | $9.36M | $11.21M | $1.85M | 19.71% |
Steven D Urban Urban Financial Advisory Corp | 13,826 | $975,471.63 | $1.14M | $160,196.01 | 16.42% |
Phillip G. Trueblood Trueblood Wealth Management, LLC | 16,800 | $1.15M | $1.36M | $214,622.18 | 18.74% |
Kathryn Miceli Kiely Wealth Advisory Group, Inc. | 195,076 | $11.31M | $15.79M | $4.48M | 39.64% |
Twin Peaks Wealth Advisors LLC TWIN PEAKS WEALTH ADVISORS, LLC | 21,113 | $1.38M | $1.76M | $387,109.4 | 28.11% |