| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Ariadne Wealth Management Ariadne Wealth Management, LP | 9,437 | $406,984.28 | $424,948.11 | $17,963.83 | 4.41% |
Bryan Gort Quest 10 Wealth Builders, Inc. | 52 | $2,464 | $2,335.84 | -$128.16 | -5.2% |
Jared Machen BWM Planning LLC | 8,367 | $394,420.66 | $374,757.93 | -$19,662.73 | -4.99% |
FMB Wealth Management FMB Wealth Management | 8,010 | $348,109.96 | $359,528.85 | $11,418.89 | 3.28% |
REAP Financial Group LLC REAP Financial Group LLC | 208 | $9,061.44 | $9,324.64 | $263.2 | 2.9% |
Lyn Dippel Curio Wealth LLC | 5,924 | $261,559.48 | $265,928.36 | $4,368.88 | 1.67% |
| JS Jeffrey Socha Entrewealth LLC | 41,850 | $1.85M | $1.89M | $41,699.05 | 2.26% |
| SC Stacey Cole Haven Private LLC | 48,491 | $2.16M | $2.19M | $27,075.5 | 1.25% |
Samira Kadam Synergy Investment Management LLC | 293 | $12,916.93 | $13,154.23 | $237.3 | 1.84% |
| JA Joshua Angell Poinciana Advisors Group LLC | 15,144 | $636,581.51 | $679,662.72 | $43,081.21 | 6.77% |
| KV Katherine Vessenes Vestment Financial LLC | 152,574 | $6.43M | $6.87M | $439,823.76 | 6.84% |
| DWM Dogwood Wealth Management LLC Dogwood Wealth Management LLC | 122 | $5,407.06 | $5,485.12 | $78.06 | 1.44% |
Allison Vanaski Arcadia Wealth Management Inc. | 61,378 | $2.6M | $2.76M | $155,797.57 | 5.99% |
Scott Ela Avant Financial Advisors LLC | 17,620 | $751,520.25 | $791,138 | $39,617.75 | 5.27% |
Adam Hoffmann CCM Investment Group LLC | 1.2M | $50.04M | $54.32M | $4.28M | 8.55% |
HFM Investment Advisors LLC HFM Investment Advisors LLC | 31 | $1,341.49 | $1,388.49 | $47 | 3.5% |
BLVD Private Wealth LLC BLVD Private Wealth LLC | 44,325 | $1.96M | $2M | $37,500.18 | 1.91% |
Molly Wheeler Burk Holdings LLC | 69,350 | $2.92M | $3.11M | $191,275.49 | 6.54% |