| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Andrew T. Gardener Tanglewood Legacy Advisors LLC | 13,657 | $507,323.28 | $791,013.44 | $283,690.16 | 55.92% |
Jill Batley Gateway Wealth Partners LLC | 4,989 | $258,344.61 | $287,541.01 | $29,196.4 | 11.3% |
| JC Jared Calvert Buck Wealth Strategies LLC | 3,705 | $209,351 | $214,927.05 | $5,576.05 | 2.66% |
Rajiv Shah KINGSWOOD WEALTH ADVISORS, LLC | 13,674 | $679,961.82 | $794,322.66 | $114,360.84 | 16.82% |
Christopher C. Powers Farther Finance Advisors, LLC | 8,822 | $428,641.37 | $511,587.78 | $82,946.41 | 19.35% |
Courtney Haddad Concurrent Investment Advisors, LLC | 12,787 | $666,542.14 | $743,052.57 | $76,510.43 | 11.48% |
James Rankin Modern Wealth Management, LLC | 22,577 | $1.07M | $1.31M | $237,115.84 | 22.06% |
Amir Har-El Savvy Advisors, Inc. | 5,868 | $304,872.03 | $340,549.38 | $35,677.35 | 11.7% |
Uptick Partners LLC UPTICK PARTNERS, LLC | 3,608 | $203,870 | $208,813 | $4,943 | 2.42% |
KURT TRAULSEN EVOLUTION WEALTH MANAGEMENT INC. | 637 | $31,231.76 | $36,958.74 | $5,726.98 | 18.34% |
Signal Advisors Wealth LLC Signal Advisors Wealth, LLC | 9,693 | $483,606.35 | $559,673.82 | $76,067.47 | 15.73% |
Robert R Schulz Schulz Wealth, LTD. | 6,247 | $253,815.44 | $362,607.11 | $108,791.67 | 42.86% |
Ruth Thortvedt Financial Network Wealth Advisors LLC | 4,287 | $210,140.85 | $247,273.73 | $37,132.88 | 17.67% |
Mark Alan Zeigler II Foguth Wealth Management, LLC. | 7,761 | $332,791.3 | $450,099.19 | $117,307.89 | 35.25% |
Nathan Edwards IMG Wealth Management, Inc. | 5,472 | $254,666.79 | $315,925.92 | $61,259.13 | 24.05% |
Lifewealth Investments LLC LifeWealth Investments, LLC | 5,166 | $240,521.72 | $300,222.09 | $59,700.37 | 24.82% |
Smart Wealth LLC Smart Wealth LLC | 37,007 | $1.81M | $2.15M | $332,137.85 | 18.31% |
REAP Financial Group LLC REAP Financial Group LLC | 121,677 | $5.37M | $7.02M | $1.65M | 30.75% |
Nova Wealth Management Inc. Nova Wealth Management Inc. | 250 | $12,978 | $14,433.75 | $1,455.75 | 11.22% |
| LSL Legacy Solutions LLC Legacy Solutions LLC | 16,073 | $753,906.52 | $932,716.19 | $178,809.67 | 23.72% |