| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Amir Har-El Savvy Advisors, Inc. | 10,039 | $1.72M | $2.04M | $315,650.07 | 18.34% |
Owen McCabe Tyche Wealth Partners LLC | 2,420 | $350,924 | $490,836.5 | $139,912.5 | 39.87% |
William Ramsay Financial Symmetry Inc | 5,496 | $975,650.9 | $1.11M | $139,047.82 | 14.25% |
United Advisor Group LLC United Advisor Group, LLC | 4,178 | $704,236.83 | $847,402.85 | $143,166.02 | 20.33% |
Uptick Partners LLC UPTICK PARTNERS, LLC | 4,279 | $637,918.47 | $867,888.17 | $229,969.7 | 36.05% |
BRUCE G ALLEN Bruce G. Allen Investments, LLC | 27,654 | $4.1M | $5.61M | $1.51M | 36.94% |
Kathryn Miceli Kiely Wealth Advisory Group, Inc. | 3,613 | $535,976.35 | $732,806.72 | $196,830.37 | 36.72% |
Twin Peaks Wealth Advisors LLC TWIN PEAKS WEALTH ADVISORS, LLC | 121 | $22,290 | $24,546.06 | $2,256.06 | 10.12% |
Benjamin Carter Turtle Creek Wealth Advisors, LLC | 33 | $6,081 | $6,694.38 | $613.38 | 10.09% |
Steven JE Manders BKM Wealth Management, LLC | 9,627 | $1.48M | $1.95M | $472,895.13 | 31.96% |
Andrew Schiff TRITONPOINT WEALTH, LLC | 16,051 | $2.36M | $3.26M | $897,516.02 | 38.05% |
Tracey Daigle ROBINSON SMITH WEALTH ADVISORS LLC | 1,345 | $195,913.19 | $272,846.7 | $76,933.51 | 39.27% |
Anthony Blagrove Traveka Wealth, LLC | 3,422 | $532,866.7 | $694,186.92 | $161,320.22 | 30.27% |
Heidi Hargis WETZEL INVESTMENT ADVISORS, INC. | 1,675 | $300,356.27 | $339,790.5 | $39,434.23 | 13.13% |
Julie Beswick Advantage Trust Co | 1,225 | $177,637 | $248,430 | $70,793 | 39.85% |
Rob C. Alston Jr Quadcap Wealth Management, LLC | 1,707 | $286,227.59 | $345,744.31 | $59,516.72 | 20.79% |
Jaran Day OPINICUS CAPITAL, INC. | 6,031 | $874,877.85 | $1.22M | $348,570.81 | 39.84% |
KURT TRAULSEN EVOLUTION WEALTH MANAGEMENT INC. | 404 | $66,441.97 | $81,828.18 | $15,386.21 | 23.16% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 1,037 | $165,489.98 | $210,148.05 | $44,658.07 | 26.99% |
Matthew Stead Sachetta, LLC | 502 | $73,797.79 | $101,298.58 | $27,500.79 | 37.27% |