| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Brent Garcia Broadwater Capital Management LLC | 72 | $17,080 | $26,550.72 | $9,470.72 | 55.45% |
Todd Arthur Gomes Sonoma Allocations LLC | 3,599 | $1.17M | $1.33M | $157,011.38 | 13.42% |
Bonnie Courtney Cambridge Financial Group LLC | 3,182 | $977,316.81 | $1.17M | $196,077.51 | 20.06% |
IFS Group LLC IFS Group LLC | 1,967 | $647,720.3 | $725,350.92 | $77,630.62 | 11.99% |
Matthew Jenkins GatePass Capital LLC | 7,950 | $2.33M | $2.93M | $605,217.91 | 26.01% |
United Financial Planning Group LLC United Financial Planning Group LLC | 7,186 | $2.35M | $2.65M | $295,004.85 | 12.53% |
Blalock Williams LLC Blalock Williams LLC | 3,476 | $1.12M | $1.28M | $166,673.76 | 14.95% |
Formulate Financial LLC Formulate Financial LLC | 1,027 | $329,428 | $378,716.52 | $49,288.52 | 14.96% |
| PAW Plan A Wealth LLC Plan A Wealth LLC | 1,856 | $575,619.74 | $684,418.56 | $108,798.82 | 18.9% |
Brian Mann Mann Financial Group Inc. | 665 | $218,459.38 | $245,225.4 | $26,766.02 | 12.25% |
| BML Berman McAleer LLC Berman McAleer LLC | 43,391 | $14.3M | $16M | $1.7M | 11.92% |
| TAF Tred Avon Family Wealth LLC Tred Avon Family Wealth LLC | 13,242 | $4.34M | $4.88M | $540,750.98 | 12.45% |
Manske Wealth Management Manske Wealth Management | 185,502 | $54.42M | $68.41M | $13.98M | 25.69% |
Darrell T. Roberts American Wealth Advisors LLC | 11,640 | $3.82M | $4.29M | $474,722.6 | 12.43% |
Wallace Jones WJ Financial Advisors LLC | 2,056 | $669,130.66 | $758,170.56 | $89,039.9 | 13.31% |
Kerr Financial Planning Corp Kerr Financial Planning Corp | 153 | $50,834.5 | $56,420.28 | $5,585.78 | 10.99% |
Gassan Kassira Kassira Wealth Management LLC | 6,399 | $2.1M | $2.36M | $259,416.32 | 12.35% |
Thomas J. Hayes Great Hill Capital LLC | 2,916 | $947,368.83 | $1.08M | $127,935.33 | 13.5% |
Adam Weisner Sherman Porfolios LLC | 2,483 | $781,277.53 | $915,631.08 | $134,353.55 | 17.2% |