| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Jill Batley Gateway Wealth Partners LLC | 6,668 | $345,288 | $380,676.12 | $35,388.12 | 10.25% |
Rajiv Shah KINGSWOOD WEALTH ADVISORS, LLC | 13,674 | $679,961.82 | $780,648.66 | $100,686.84 | 14.81% |
Christopher C. Powers Farther Finance Advisors, LLC | 9,544 | $461,543.7 | $545,057.84 | $83,514.14 | 18.09% |
Courtney Haddad Concurrent Investment Advisors, LLC | 12,200 | $633,372.58 | $696,498 | $63,125.42 | 9.97% |
James Rankin Modern Wealth Management, LLC | 22,577 | $1.07M | $1.3M | $223,185.83 | 20.76% |
Amir Har-El Savvy Advisors, Inc. | 15,676 | $750,543.07 | $894,942.84 | $144,399.77 | 19.24% |
Uptick Partners LLC UPTICK PARTNERS, LLC | 3,608 | $203,870 | $207,207.44 | $3,337.44 | 1.64% |
Cody Gehman Stonebridge Financial Group, LLC | 8,155 | $423,326.01 | $465,568.95 | $42,242.94 | 9.98% |
KURT TRAULSEN EVOLUTION WEALTH MANAGEMENT INC. | 637 | $31,231.76 | $36,366.33 | $5,134.57 | 16.44% |
Signal Advisors Wealth LLC Signal Advisors Wealth, LLC | 9,557 | $471,857.57 | $545,609.13 | $73,751.56 | 15.63% |
Robert R Schulz Schulz Wealth, LTD. | 6,247 | $253,815.44 | $359,389.91 | $105,574.47 | 41.59% |
Ruth Thortvedt Financial Network Wealth Advisors LLC | 4,287 | $210,140.85 | $244,744.83 | $34,603.98 | 16.47% |
Mark Alan Zeigler II Foguth Wealth Management, LLC. | 7,761 | $332,791.3 | $443,075.49 | $110,284.19 | 33.14% |
Nathan Edwards IMG Wealth Management, Inc. | 5,472 | $254,666.79 | $314,256.96 | $59,590.17 | 23.4% |
Chad Warrick Summit Wealth Partners, LLC | 6,815 | $263,948.44 | $389,068.35 | $125,119.91 | 47.4% |
Lifewealth Investments LLC LifeWealth Investments, LLC | 5,166 | $240,521.72 | $294,926.94 | $54,405.22 | 22.62% |
Smart Wealth LLC Smart Wealth LLC | 37,007 | $1.81M | $2.11M | $298,276.45 | 16.44% |
REAP Financial Group LLC REAP Financial Group LLC | 122,730 | $5.41M | $7.01M | $1.6M | 29.54% |
Nova Wealth Management Inc. Nova Wealth Management Inc. | 250 | $12,978 | $14,272.5 | $1,294.5 | 9.97% |
| LSL Legacy Solutions LLC Legacy Solutions LLC | 16,073 | $753,906.52 | $917,607.57 | $163,701.05 | 21.71% |