| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Ruth Thortvedt Financial Network Wealth Advisors LLC | 476 | $17,914.48 | $18,921 | $1,006.52 | 5.62% |
Michael Stringer Lane & Associates LLC | 17,180 | $541,449.04 | $693,556.6 | $152,107.56 | 28.09% |
Andrew Bowers BridgePort Financial Solutions, LLC | 5,440 | $213,629 | $217,654.4 | $4,025.4 | 1.88% |
Craig Small Symphony Financial Services, Inc. | 11,546 | $376,690.78 | $465,650.18 | $88,959.4 | 23.62% |
Matthew Richmond Richmond Investment Services, LLC | 73,226 | $2.52M | $2.94M | $421,084.81 | 16.7% |
Nathan Edwards IMG Wealth Management, Inc. | 297,371 | $9.57M | $11.85M | $2.28M | 23.85% |
Chris Bulman Inc. Chris Bulman Inc | 17,699 | $622,820.55 | $710,437.86 | $87,617.31 | 14.07% |
Curtis Harrell Tounjian Advisory Partners LLC | 9,833 | $386,142 | $391,402.56 | $5,260.56 | 1.36% |
Sherod Bigelow Seros Financial LLC | 277,068 | $8.66M | $11.14M | $2.49M | 28.71% |
Goldstone Financial Group LLC Goldstone Financial Group LLC | 18,671 | $555,100.01 | $747,026.71 | $191,926.7 | 34.58% |
Wealth Watch Advisors Inc. Wealth Watch Advisors Inc. | 14,790 | $515,724.43 | $596,776.5 | $81,052.07 | 15.72% |
Tim Rowsey Lighthouse Wealth Management Inc. | 17,109 | $676,429.51 | $688,209.52 | $11,780.01 | 1.74% |
| OAS Optivise Advisory Services LLC Optivise Advisory Services LLC | 47,285 | $1.79M | $1.9M | $100,318.63 | 5.59% |
Jefferson H. West Legacy Investment Solutions LLC | 71,427 | $2.3M | $2.85M | $543,227.17 | 23.58% |
Legacy Wealth Managment LLC/ID Legacy Wealth Managment LLC/ID | 170,386 | $5.86M | $6.84M | $982,860.96 | 16.78% |
| PWP Prasad Wealth Partners LLC Prasad Wealth Partners LLC | 78,917 | $2.51M | $3.17M | $657,767.69 | 26.17% |
VestGen Advisors LLC VestGen Advisors LLC | 6,515 | $228,253.85 | $262,456.77 | $34,202.92 | 14.98% |
Elizabeth Arce Sovran Advisors LLC | 10,932 | $386,018.73 | $435,640.2 | $49,621.47 | 12.85% |
| MP Marcus Pimentel SLT Holdings LLC | 38,684 | $1.29M | $1.56M | $273,831.8 | 21.24% |
| RN Ron New Whipplewood Advisors LLC | 1,630 | $58,093.91 | $65,053.3 | $6,959.39 | 11.98% |