| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Bryan Gort Quest 10 Wealth Builders, Inc. | 52 | $2,464 | $2,532.4 | $68.4 | 2.78% |
Jared Machen BWM Planning LLC | 8,367 | $394,420.66 | $407,472.9 | $13,052.24 | 3.31% |
FMB Wealth Management FMB Wealth Management | 8,010 | $348,109.96 | $390,087 | $41,977.04 | 12.06% |
REAP Financial Group LLC REAP Financial Group LLC | 208 | $9,061.44 | $10,129.6 | $1,068.16 | 11.79% |
Lyn Dippel Curio Wealth LLC | 5,924 | $261,559.48 | $287,787.92 | $26,228.44 | 10.03% |
| JS Jeffrey Socha Entrewealth LLC | 38,149 | $1.68M | $1.85M | $167,659.04 | 9.97% |
| SC Stacey Cole Haven Private LLC | 48,491 | $2.16M | $2.36M | $197,521.37 | 9.13% |
Samira Kadam Synergy Investment Management LLC | 293 | $12,916.93 | $14,204.64 | $1,287.71 | 9.97% |
| JA Joshua Angell Poinciana Advisors Group LLC | 15,144 | $636,581.51 | $737,512.8 | $100,931.29 | 15.86% |
| KV Katherine Vessenes Vestment Financial LLC | 151,508 | $6.38M | $7.38M | $999,071.05 | 15.66% |
| DWM Dogwood Wealth Management LLC Dogwood Wealth Management LLC | 122 | $5,407.06 | $5,941.4 | $534.34 | 9.88% |
Allison Vanaski Arcadia Wealth Management Inc. | 61,378 | $2.6M | $2.94M | $338,648.77 | 13.02% |
Scott Ela Avant Financial Advisors LLC | 17,620 | $751,520.25 | $858,094 | $106,573.75 | 14.18% |
Adam Hoffmann CCM Investment Group LLC | 1.2M | $50.04M | $58.48M | $8.43M | 16.85% |
HFM Investment Advisors LLC HFM Investment Advisors LLC | 39 | $1,685.61 | $1,899.3 | $213.69 | 12.68% |
BLVD Private Wealth LLC BLVD Private Wealth LLC | 42,669 | $1.89M | $2.08M | $189,644.52 | 10.04% |
Molly Wheeler Burk Holdings LLC | 69,350 | $2.92M | $3.33M | $407,994.24 | 13.96% |