| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| MA Marie-Andree Alain Federation des caisses Desjardins du Quebec | 2,260 | $46,896.34 | $80,049.2 | $33,152.86 | 70.69% |
Adam Stalnaker Rockport Wealth LLC | 17,249 | $401,886.98 | $594,573.03 | $192,686.05 | 47.95% |
Kara Lilian Lynx Investment Advisory | 110,305 | $2.47M | $3.8M | $1.34M | 54.25% |
Nathan Edwards IMG Wealth Management, Inc. | 196,254 | $5.53M | $6.87M | $1.34M | 24.33% |
Lifewealth Investments LLC LifeWealth Investments, LLC | 17,487 | $421,877.4 | $602,776.89 | $180,899.49 | 42.88% |
Bryan Gort Quest 10 Wealth Builders, Inc. | 12,526 | $279,213.52 | $431,771.22 | $152,557.7 | 54.64% |
Teresa Coleman Creekside Partners | 123,044 | $2.83M | $4.24M | $1.41M | 49.79% |
Caleb Pearson Compass Financial Services Inc. | 107,269 | $3.43M | $3.7M | $271,846.95 | 7.94% |
Curtis Harrell Tounjian Advisory Partners LLC | 393 | $12,572 | $13,758.93 | $1,186.93 | 9.44% |
Proactive Wealth Strategies LLC Proactive Wealth Strategies LLC | 15,976 | $472,486.56 | $559,319.73 | $86,833.17 | 18.38% |
Smart Wealth LLC Smart Wealth LLC | 99,371 | $2.4M | $3.47M | $1.07M | 44.59% |
Legacy Wealth Managment LLC/ID Legacy Wealth Managment LLC/ID | 30,772 | $982,642.9 | $1.08M | $92,530.78 | 9.42% |
| FWM FLP Wealth Management LLC FLP Wealth Management LLC | 6,675 | $213,547 | $230,087.25 | $16,540.25 | 7.75% |
Centerpoint Advisory Group Centerpoint Advisory Group | 11,693 | $373,680.08 | $403,057.71 | $29,377.63 | 7.86% |
| FG Fabian Guerra Guerra Advisors Inc. | 136 | $3,910 | $4,687.92 | $777.92 | 19.9% |
IFS Group LLC IFS Group LLC | 7,953 | $229,291.48 | $274,139.91 | $44,848.43 | 19.56% |