| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Jill Batley Gateway Wealth Partners LLC | 5,166 | $256,857.22 | $289,399.32 | $32,542.1 | 12.67% |
Gregory Turcotte Alpha Financial Partners LLC | 4,926 | $252,130 | $277,678.62 | $25,548.62 | 10.13% |
| JC Jared Calvert Buck Wealth Strategies LLC | 5,230 | $244,065.67 | $294,736.65 | $50,670.98 | 20.76% |
Rajiv Shah KINGSWOOD WEALTH ADVISORS, LLC | 20,758 | $975,940.39 | $1.17M | $193,772.91 | 19.85% |
Christopher C. Powers Farther Finance Advisors, LLC | 4,112 | $204,636.38 | $231,571.39 | $26,935.01 | 13.16% |
Michael G. Hansen IAMS WEALTH MANAGEMENT, LLC | 3,863 | $210,407 | $217,989.09 | $7,582.09 | 3.6% |
Courtney Haddad Concurrent Investment Advisors, LLC | 6,553 | $333,532.76 | $369,785.79 | $36,253.03 | 10.87% |
Amir Har-El Savvy Advisors, Inc. | 7,496 | $344,263.63 | $422,437.08 | $78,173.45 | 22.71% |
KURT TRAULSEN EVOLUTION WEALTH MANAGEMENT INC. | 1,542 | $71,959.41 | $86,899.41 | $14,940 | 20.76% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 10 | $513.46 | $563.16 | $49.7 | 9.68% |
Marion Hebert CENTRAL VALLEY ADVISORS, LLC | 3,921 | $182,980 | $221,379.66 | $38,399.66 | 20.99% |
Signal Advisors Wealth LLC Signal Advisors Wealth, LLC | 5,272 | $265,593.57 | $296,049.16 | $30,455.59 | 11.47% |
Robert R Schulz Schulz Wealth, LTD. | 148,313 | $5.78M | $8.36M | $2.57M | 44.52% |
Ruth Thortvedt Financial Network Wealth Advisors LLC | 5,900 | $236,294.17 | $330,606.5 | $94,312.33 | 39.91% |
Chris M. Frantz Catalina Capital Group, LLC | 19,061 | $745,334.72 | $1.08M | $330,849.34 | 44.39% |
Chris Bulman Inc. Chris Bulman Inc | 7,509 | $367,029.65 | $423,732.87 | $56,703.22 | 15.45% |
Nicholson Wealth Management Group LLC Nicholson Wealth Management Group, LLC | 10,609 | $542,998 | $598,771.96 | $55,773.96 | 10.27% |
Anubhav Mullick Murphy & Mullick Capital Management Corp | 500 | $21,702 | $28,087.5 | $6,385.5 | 29.42% |
REAP Financial Group LLC REAP Financial Group LLC | 81,647 | $3.47M | $4.58M | $1.1M | 31.76% |
VestGen Advisors LLC VestGen Advisors LLC | 5,123 | $254,715.56 | $288,885.97 | $34,170.41 | 13.42% |