| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| TWP Triad Wealth Partners LLC Triad Wealth Partners, LLC | 122,204 | $3.91M | $4.06M | $151,532.96 | 3.88% |
Jessica Vickery BlueChip Wealth Advisors LLC | 12,283 | $273,419.51 | $411,112.01 | $137,692.5 | 50.36% |
| MA Marie-Andree Alain Federation des caisses Desjardins du Quebec | 2,260 | $46,896.34 | $75,190.2 | $28,293.86 | 60.33% |
Adam Stalnaker Rockport Wealth LLC | 17,249 | $401,886.98 | $573,615.49 | $171,728.51 | 42.73% |
Kara Lilian Lynx Investment Advisory | 110,305 | $2.47M | $3.69M | $1.22M | 49.53% |
Nathan Edwards IMG Wealth Management, Inc. | 196,254 | $5.53M | $6.53M | $1M | 18.18% |
Lifewealth Investments LLC LifeWealth Investments, LLC | 17,487 | $421,877.4 | $586,601.41 | $164,724.01 | 39.05% |
Bryan Gort Quest 10 Wealth Builders, Inc. | 12,526 | $279,213.52 | $416,301.61 | $137,088.09 | 49.1% |
Teresa Coleman Creekside Partners | 123,044 | $2.83M | $4.12M | $1.29M | 45.59% |
Caleb Pearson Compass Financial Services Inc. | 107,269 | $3.43M | $3.56M | $131,324.56 | 3.83% |
Curtis Harrell Tounjian Advisory Partners LLC | 393 | $12,572 | $13,090.83 | $518.83 | 4.13% |
Proactive Wealth Strategies LLC Proactive Wealth Strategies LLC | 15,976 | $472,486.56 | $535,036.24 | $62,549.68 | 13.24% |
Smart Wealth LLC Smart Wealth LLC | 99,371 | $2.4M | $3.33M | $929,429.74 | 38.75% |
Legacy Wealth Managment LLC/ID Legacy Wealth Managment LLC/ID | 30,772 | $982,642.9 | $1.03M | $47,757.52 | 4.86% |
| FWM FLP Wealth Management LLC FLP Wealth Management LLC | 6,675 | $213,547 | $221,343.67 | $7,796.67 | 3.65% |
Centerpoint Advisory Group Centerpoint Advisory Group | 11,693 | $373,680.08 | $389,026.11 | $15,346.03 | 4.11% |
| FG Fabian Guerra Guerra Advisors Inc. | 136 | $3,910 | $4,500.92 | $590.92 | 15.11% |
IFS Group LLC IFS Group LLC | 7,953 | $229,291.48 | $264,198.66 | $34,907.18 | 15.22% |