| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Teresa Douberly Burford Brothers, Inc. | 10,766 | $798,828.88 | $915,648.33 | $116,819.45 | 14.62% |
James Rankin Modern Wealth Management, LLC | 6,745 | $539,519.87 | $580,677.02 | $41,157.15 | 7.63% |
KKM Financial LLC KKM Financial LLC | 3,464 | $267,957.86 | $298,215.75 | $30,257.89 | 11.29% |
Benj Foor Frazier Financial Advisors, LLC | 1,470 | $111,704.41 | $125,126.4 | $13,421.99 | 12.02% |
Amir Har-El Savvy Advisors, Inc. | 43,458 | $3.38M | $3.7M | $314,772.57 | 9.31% |
Owen McCabe Tyche Wealth Partners LLC | 3,706 | $284,901.86 | $315,510.31 | $30,608.45 | 10.74% |
United Advisor Group LLC United Advisor Group, LLC | 4,087 | $332,887.6 | $347,599.36 | $14,711.76 | 4.42% |
Uptick Partners LLC UPTICK PARTNERS, LLC | 23,076 | $1.85M | $1.96M | $117,528.92 | 6.36% |
Jonathon Gold Gold Investment Management Ltd. | 84 | $6,049 | $7,151.34 | $1,102.34 | 18.22% |
Twin Peaks Wealth Advisors LLC TWIN PEAKS WEALTH ADVISORS, LLC | 5,473 | $395,031.76 | $465,642.84 | $70,611.08 | 17.87% |
Benjamin Carter Turtle Creek Wealth Advisors, LLC | 1,854 | $144,018.7 | $157,682.71 | $13,664.01 | 9.49% |
Andrew Schiff TRITONPOINT WEALTH, LLC | 22,402 | $1.64M | $1.9M | $263,664.25 | 16.08% |
| LHS Lori H. Snead MontVue Capital Management, Inc. | 16,079 | $1.16M | $1.37M | $207,410.56 | 17.88% |
| MG Melissa Glennie Capital Management Associates, Inc | 9,645 | $781,297.09 | $820,307.28 | $39,010.19 | 4.99% |
Julie Beswick Advantage Trust Co | 200 | $16,614 | $17,010 | $396 | 2.38% |
Wayne Atkins VCI Wealth Management LLC | 5,669 | $452,404.52 | $482,148.47 | $29,743.95 | 6.57% |
Keisuke Ichihara Rakuten Securities, Inc. | 40 | $3,278.35 | $3,403.2 | $124.85 | 3.81% |
Rob C. Alston Jr Quadcap Wealth Management, LLC | 4,564 | $348,240.8 | $388,168.21 | $39,927.41 | 11.47% |
Andrea Butler Sequent Planning LLC | 20,377 | $1.61M | $1.75M | $142,228.58 | 8.82% |
Michelle Taylor BALANCED WEALTH GROUP LLC | 2,864 | $209,061.12 | $243,783.68 | $34,722.56 | 16.61% |