| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Kathryn Miceli Kiely Wealth Advisory Group, Inc. | 1,983 | $79,785.94 | $116,659.89 | $36,873.95 | 46.22% |
One Degree Advisors Inc. One Degree Advisors Inc | 104,573 | $4.38M | $6.15M | $1.77M | 40.41% |
Jonathon Gold Gold Investment Management Ltd. | 19,920 | $828,406.06 | $1.17M | $343,487.54 | 41.46% |
Twin Peaks Wealth Advisors LLC TWIN PEAKS WEALTH ADVISORS, LLC | 20,042 | $986,979.56 | $1.16M | $174,053.5 | 17.63% |
PETER KRUSSEL Southland Equity Partners LLC | 9,809 | $502,334.34 | $577,063.47 | $74,729.13 | 14.88% |
Integrity Wealth Solutions LLC Integrity Wealth Solutions LLC | 58,090 | $2.44M | $3.42M | $974,722.83 | 39.9% |
Benjamin Carter Turtle Creek Wealth Advisors, LLC | 5,350 | $289,862.67 | $309,444 | $19,581.33 | 6.76% |
Steven JE Manders BKM Wealth Management, LLC | 88,311 | $3.66M | $5.2M | $1.54M | 42.04% |
Mark Heider Peirce Capital Management, LLC | 10,454 | $429,659.83 | $613,127.1 | $183,467.27 | 42.7% |
Kate Ring Stash Investments, LLC | 310,428 | $13.5M | $18.26M | $4.76M | 35.23% |
Neal D. Carlson Forthright Family Wealth Advisory LLC | 4,722 | $255,224.1 | $277,795.26 | $22,571.16 | 8.84% |
Mark Fonville Fonville Wealth Management LLC | 3,785 | $204,576 | $222,671.55 | $18,095.55 | 8.85% |
| MG Melissa Glennie Capital Management Associates, Inc | 13,367 | $636,462.06 | $786,380.61 | $149,918.55 | 23.55% |
Julie Beswick Advantage Trust Co | 820 | $33,701.93 | $48,240.6 | $14,538.67 | 43.14% |
Wayne Atkins VCI Wealth Management LLC | 188,570 | $9.27M | $11.09M | $1.82M | 19.67% |
Kent Keister Bear Mountain Capital, Inc. | 333,463 | $13.71M | $19.29M | $5.57M | 40.64% |
Curtis Burkholder Bare Financial Services, Inc | 149 | $6,744 | $8,631.57 | $1,887.57 | 27.99% |
Kevin Stillman Evernest Financial Advisors, LLC | 8,957 | $426,192.65 | $526,940.31 | $100,747.66 | 23.64% |
Keisuke Ichihara Rakuten Securities, Inc. | 1,667 | $89,836.08 | $96,419.28 | $6,583.2 | 7.33% |
Joshua Stipcich Tidemark, LLC | 1,239 | $57,916.1 | $71,663.76 | $13,747.66 | 23.74% |