| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Legacy Wealth Managment LLC/ID Legacy Wealth Managment LLC/ID | 122 | $5,371 | $6,004.84 | $633.84 | 11.8% |
REAP Financial Group LLC REAP Financial Group LLC | 208 | $9,061.44 | $10,212.8 | $1,151.36 | 12.71% |
Lyn Dippel Curio Wealth LLC | 5,903 | $260,564.5 | $289,837.3 | $29,272.8 | 11.23% |
| JS Jeffrey Socha Entrewealth LLC | 33,651 | $1.46M | $1.65M | $188,226.65 | 12.86% |
| SC Stacey Cole Haven Private LLC | 27,474 | $1.17M | $1.35M | $181,729.86 | 15.56% |
| SK Samira Kadam Synergy Investment Management LLC | 290 | $12,775 | $14,244.8 | $1,469.8 | 11.51% |
| JA Joshua Angell Poinciana Advisors Group LLC | 15,144 | $636,581.51 | $743,873.28 | $107,291.77 | 16.85% |
| KV Katherine Vessenes Vestment Financial LLC | 154,811 | $6.52M | $7.62M | $1.1M | 16.95% |
| DWM Dogwood Wealth Management LLC Dogwood Wealth Management LLC | 122 | $5,407.06 | $5,988.98 | $581.92 | 10.76% |
Allison Vanaski Arcadia Wealth Management Inc. | 63,788 | $2.7M | $3.13M | $429,331.11 | 15.89% |
Scott Ela Avant Financial Advisors LLC | 17,620 | $751,520.25 | $863,996.7 | $112,476.45 | 14.97% |
Adam Hoffmann CCM Investment Group LLC | 1.2M | $50.04M | $59.13M | $9.08M | 18.15% |
HFM Investment Advisors LLC HFM Investment Advisors LLC | 39 | $1,685.61 | $1,909.44 | $223.83 | 13.28% |
BLVD Private Wealth LLC BLVD Private Wealth LLC | 41,801 | $1.85M | $2.05M | $199,367.02 | 10.79% |
Molly Wheeler Burk Holdings LLC | 69,166 | $2.91M | $3.41M | $491,565.5 | 16.87% |