| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Infinity Wealth Counsel LLC Infinity Wealth Counsel LLC | 34,556 | $1.55M | $2.03M | $484,314.25 | 31.3% |
Rich Mowrer Brookwood Investment Group LLC | 3,600 | $214,899 | $208,764 | -$6,135 | -2.85% |
Adam Hoffmann CCM Investment Group LLC | 1.26M | $55.81M | $73.7M | $17.88M | 32.04% |
Cole Dimond Caliber Wealth Management LLC / KS | 6,430 | $293,547.07 | $374,129.55 | $80,582.48 | 27.45% |
Juho-Tuomas Appel Obsido Oy | 200,316 | $9.26M | $11.62M | $2.36M | 25.45% |
Nicole Reese WPG Advisers LLC | 4,492 | $197,827.89 | $264,084.68 | $66,256.79 | 33.49% |
HFM Investment Advisors LLC HFM Investment Advisors LLC | 452 | $22,854.53 | $26,552.74 | $3,698.21 | 16.18% |
Forefront Wealth Partners LLC Forefront Wealth Partners LLC | 12,037 | $677,044.28 | $703,141.35 | $26,097.07 | 3.85% |
David Dirks Plum Street Advisors LLC | 16,456 | $690,992.95 | $966,872.28 | $275,879.33 | 39.93% |
Aryn Sands GK Wealth Management LLC | 2,369 | $124,182.61 | $141,381.92 | $17,199.31 | 13.85% |
Signal Tree Financial Partners LLC Signal Tree Financial Partners LLC | 85,839 | $3.86M | $5.04M | $1.18M | 30.62% |
Justin Boggs Optima Capital LLC | 7,397 | $331,725.58 | $432,132.74 | $100,407.16 | 30.27% |
Birchbrook Inc. Birchbrook Inc. | 4,360 | $179,195.49 | $253,686.6 | $74,491.11 | 41.57% |
Horan Wealth LLC Horan Wealth LLC | 38,610 | $2.09M | $2.25M | $164,842.94 | 7.9% |
Rainier Family Wealth Inc. Rainier Family Wealth Inc. | 5,308 | $236,713.51 | $312,110.4 | $75,396.89 | 31.85% |
Warner Group LLC Warner Group LLC | 3,690 | $220,256 | $215,865 | -$4,391 | -1.99% |
Maseco LLP Maseco LLP | 41,318 | $2.22M | $2.4M | $181,370.14 | 8.16% |
James V. Thompson Jr. Bulwark Capital Corp | 4,957 | $286,864.46 | $291,471.6 | $4,607.14 | 1.61% |
Longview Financial Advisors LLC Longview Financial Advisors LLC | 5,909 | $275,778.39 | $345,203.78 | $69,425.39 | 25.17% |
Robert Amato Compass Wealth Management LLC/GA | 102,026 | $5.06M | $5.99M | $927,188.53 | 18.32% |