| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
William Ramsay Financial Symmetry Inc | 1,468 | $206,885.24 | $264,592.32 | $57,707.08 | 27.89% |
United Advisor Group LLC United Advisor Group, LLC | 18,528 | $2.11M | $3.25M | $1.14M | 53.82% |
CARL LYMANGOOD Petros Family Wealth, LLC | 4,795 | $643,866.78 | $864,250.8 | $220,384.02 | 34.23% |
Uptick Partners LLC UPTICK PARTNERS, LLC | 3,819 | $428,882.32 | $687,152.63 | $258,270.31 | 60.22% |
Steven D Urban Urban Financial Advisory Corp | 32 | $4,258 | $5,757.76 | $1,499.76 | 35.22% |
Jonathon Gold Gold Investment Management Ltd. | 16,087 | $1.59M | $2.89M | $1.31M | 82.1% |
Twin Peaks Wealth Advisors LLC TWIN PEAKS WEALTH ADVISORS, LLC | 1,311 | $174,224 | $230,355.81 | $56,131.81 | 32.22% |
Donald Hatcher Solutions 4 Wealth, Ltd | 24,315 | $2.38M | $4.37M | $2M | 83.99% |
PETER KRUSSEL Southland Equity Partners LLC | 3,591 | $340,258.03 | $646,128.59 | $305,870.56 | 89.89% |
Jon Deven Mouton CAP Partners, LLC | 1,900 | $240,568.5 | $341,866.98 | $101,298.48 | 42.11% |
Oxford Wealth Group LLC Oxford Wealth Group, LLC | 24,907 | $3.59M | $4.48M | $895,630.03 | 24.98% |
Benjamin Carter Turtle Creek Wealth Advisors, LLC | 13,606 | $1.96M | $2.39M | $430,221.7 | 21.96% |
Taylor Wagner Valued Wealth Advisors LLC | 440 | $63,347 | $79,169.2 | $15,822.2 | 24.98% |
Steven JE Manders BKM Wealth Management, LLC | 2,148 | $245,423.28 | $386,489.62 | $141,066.34 | 57.48% |
| TSB Thomas S. Breitbach Vivid Wealth Management, LLC | 27,708 | $2.67M | $4.99M | $2.32M | 86.81% |
Sarah Schmidt Wellington Wealth Strategies, LLC. | 2,472 | $295,601.76 | $444,786.94 | $149,185.18 | 50.47% |
Cody Branson FLOYD FINANCIAL GROUP LLC | 3,834 | $450,779.18 | $689,851.58 | $239,072.4 | 53.04% |
| KK Katelyn Kappius Traction Financial Partners, LLC | 4,532 | $440,379.01 | $795,773.88 | $355,394.87 | 80.7% |
Andrew Schiff TRITONPOINT WEALTH, LLC | 65,840 | $6.43M | $11.56M | $5.13M | 79.82% |
Brad Sayre Shared Vision Wealth Group LLC | 2,863 | $275,497.9 | $515,139.56 | $239,641.66 | 86.98% |