| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
James Rankin Modern Wealth Management, LLC | 22,539 | $1.07M | $1.28M | $208,993.79 | 19.48% |
Amir Har-El Savvy Advisors, Inc. | 15,676 | $750,543.07 | $890,788.7 | $140,245.63 | 18.69% |
Cody Gehman Stonebridge Financial Group, LLC | 8,155 | $423,326.01 | $463,407.87 | $40,081.86 | 9.47% |
KURT TRAULSEN EVOLUTION WEALTH MANAGEMENT INC. | 637 | $31,231.76 | $36,210.26 | $4,978.5 | 15.94% |
| CPA Clear Point Advisors Inc. Clear Point Advisors Inc. | 7,350 | $298,630.54 | $417,810.75 | $119,180.21 | 39.91% |
Signal Advisors Wealth LLC Signal Advisors Wealth, LLC | 9,557 | $471,857.57 | $542,980.95 | $71,123.38 | 15.07% |
Robert R Schulz Schulz Wealth, LTD. | 6,247 | $253,815.44 | $354,923.3 | $101,107.86 | 39.84% |
Ruth Thortvedt Financial Network Wealth Advisors LLC | 4,407 | $215,016.46 | $250,493.88 | $35,477.42 | 16.5% |
Mark Alan Zeigler II Foguth Wealth Management, LLC. | 7,761 | $332,791.3 | $441,135.24 | $108,343.94 | 32.56% |
Nathan Edwards IMG Wealth Management, Inc. | 10,004 | $465,586 | $567,827.04 | $102,241.04 | 21.96% |
Chad Warrick Summit Wealth Partners, LLC | 6,815 | $263,948.44 | $386,683.1 | $122,734.66 | 46.5% |
Lifewealth Investments LLC LifeWealth Investments, LLC | 5,166 | $240,521.72 | $293,738.76 | $53,217.04 | 22.13% |
| NRI NFP Retirement Inc. NFP Retirement Inc. | 3,964 | $209,894 | $224,957 | $15,063 | 7.18% |
Smart Wealth LLC Smart Wealth LLC | 60,980 | $2.99M | $3.45M | $457,654.95 | 15.31% |
REAP Financial Group LLC REAP Financial Group LLC | 122,730 | $5.41M | $6.96M | $1.55M | 28.62% |
Nova Wealth Management Inc. Nova Wealth Management Inc. | 250 | $12,978 | $14,198.75 | $1,220.75 | 9.41% |
| LSL Legacy Solutions LLC Legacy Solutions LLC | 16,073 | $753,906.52 | $911,580.19 | $157,673.67 | 20.91% |
Grantvest Financial Group LLC Grantvest Financial Group LLC | 5,935 | $308,085.51 | $336,247.42 | $28,161.91 | 9.14% |
| KH Kristine Harrell Uniting Wealth Partners LLC | 5,051 | $262,197.44 | $286,063.38 | $23,865.94 | 9.1% |
| RFL Rossby Financial LLC Rossby Financial LLC | 418 | $21,761 | $23,698.51 | $1,937.51 | 8.9% |