| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
David Millar Gen-Wealth Partners Inc | 177 | $10,085.43 | $12,255.48 | $2,170.05 | 21.52% |
Ronald Loyd Richardson VISTA INVESTMENT PARTNERS LLC | 11,081 | $614,799.11 | $741,429.71 | $126,630.6 | 20.6% |
Geoffrey A. Frazier Global Financial Private Client, LLC | 22,253 | $1.06M | $1.49M | $424,721.95 | 39.91% |
| DWM Diversify Wealth Management LLC DIVERSIFY WEALTH MANAGEMENT, LLC | 24,774 | $1.56M | $1.66M | $100,419.14 | 6.45% |
Neisy Arnez Drucker Wealth 3.0, LLC | 378,213 | $21.78M | $25.31M | $3.53M | 16.2% |
Carmen McClennon WR Wealth Planners, LLC | 445,126 | $21.9M | $29.78M | $7.88M | 36% |
Craig Small Symphony Financial Services, Inc. | 65,722 | $3.61M | $4.4M | $783,871.33 | 21.69% |
Nathan Edwards IMG Wealth Management, Inc. | 5,345 | $301,886 | $370,087.8 | $68,201.8 | 22.59% |
| GHH Grace H. Holt GG Group Ventures, LLC | 21,529 | $1.19M | $1.44M | $252,104.2 | 21.21% |
David A Rozenson Fairscale Capital, LLC | 57,316 | $3.26M | $3.97M | $708,986.31 | 21.75% |
| DMR Donna M Ryberg Smith Thornton Advisors LLC | 48,616 | $2.7M | $3.25M | $549,819.84 | 20.34% |
Serena Grunenwald GEN Financial Management, INC. | 200,543 | $11.35M | $13.42M | $2.07M | 18.21% |
Eric Schmid Ted Buchan & Co | 146,564 | $7.56M | $9.81M | $2.25M | 29.7% |
Lifewealth Investments LLC LifeWealth Investments, LLC | 86,052 | $4.95M | $5.76M | $803,143.73 | 16.21% |
Bryan Gort Quest 10 Wealth Builders, Inc. | 400 | $22,423.73 | $26,764 | $4,340.27 | 19.36% |
| EM Eric Myers Carrera Capital Advisors | 5,099 | $309,951.26 | $341,174.09 | $31,222.83 | 10.07% |
Paul V. Ryan Jr FLAGSHIP WEALTH ADVISORS, LLC | 3,250 | $183,249.5 | $217,457.5 | $34,208 | 18.67% |
Level Wealth Management LLC Level Wealth Management LLC | 5,966 | $373,233 | $399,185.06 | $25,952.06 | 6.95% |
Taryn Anderson YANKCOM Partnership | 4,656 | $289,603 | $311,532.96 | $21,929.96 | 7.57% |
| 5WL 5T Wealth LLC 5T Wealth LLC | 16,140 | $945,184.4 | $1.08M | $134,743 | 14.26% |