| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Paul V. Ryan Jr FLAGSHIP WEALTH ADVISORS, LLC | 5,034 | $1.14M | $1.26M | $127,928.19 | 11.27% |
Tuomas Suomela S-Bank Fund Management Ltd | 7,956 | $1.67M | $2M | $329,537.64 | 19.77% |
Trent White Luminvest Wealth Management LLC | 1,646 | $297,367.99 | $413,047.24 | $115,679.25 | 38.9% |
Melissa Flynn MCCARTER PRIVATE WEALTH SERVICES LLC | 7,697 | $1.62M | $1.88M | $252,640.53 | 15.56% |
Taryn Anderson YANKCOM Partnership | 10,163 | $1.84M | $2.55M | $705,509.45 | 38.24% |
David Levy Diversified Enterprises LLC | 12,729 | $2.65M | $3.19M | $543,389.91 | 20.5% |
Pines Wealth Management LLC Pines Wealth Management LLC | 7,808 | $1.45M | $1.96M | $511,320.94 | 35.31% |
Caleb Pearson Compass Financial Services Inc. | 1,242 | $224,431.07 | $311,667.48 | $87,236.41 | 38.87% |
Matthew Riley Hickory Point Bank & Trust | 974 | $225,519.5 | $244,415.56 | $18,896.06 | 8.38% |
Code Waechter LLC Code Waechter LLC | 5,102 | $1.02M | $1.28M | $261,686.46 | 25.69% |
High Probability Advisors LLC High Probability Advisors LLC | 954 | $216,857.86 | $239,396.76 | $22,538.9 | 10.39% |
| MWA Martel Wealth Advisors Inc. Martel Wealth Advisors Inc. | 967 | $223,517.76 | $242,658.98 | $19,141.22 | 8.56% |
Seneschal Advisors LLC Seneschal Advisors LLC | 293 | $67,862.64 | $73,091.78 | $5,229.14 | 7.71% |
Curtis Harrell Tounjian Advisory Partners LLC | 657 | $137,651.7 | $161,549.73 | $23,898.03 | 17.36% |
Sherod Bigelow Seros Financial LLC | 1,137 | $199,814.95 | $282,840.11 | $83,025.16 | 41.55% |
Goldstone Financial Group LLC Goldstone Financial Group LLC | 13,814 | $2.86M | $3.43M | $566,643.53 | 19.82% |
| NRI NFP Retirement Inc. NFP Retirement Inc. | 3,720 | $585,640.19 | $925,387.16 | $339,746.97 | 58.01% |
Bryan Buchert Kera Capital Partners Inc. | 8,604 | $1.99M | $2.15M | $155,828.11 | 7.83% |
| PWL Paladin Wealth LLC Paladin Wealth LLC | 844 | $212,384 | $211,793.36 | -$590.64 | -0.28% |
Wealth Watch Advisors Inc. Wealth Watch Advisors Inc. | 993 | $249,909 | $247,713.79 | -$2,195.21 | -0.88% |