| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Bryan Gort Quest 10 Wealth Builders, Inc. | 12,782 | $284,906.96 | $430,113.02 | $145,206.06 | 50.97% |
Teresa Coleman Creekside Partners | 122,248 | $2.81M | $4.11M | $1.31M | 46.6% |
Caleb Pearson Compass Financial Services Inc. | 97,466 | $3.11M | $3.28M | $167,603.15 | 5.39% |
Proactive Wealth Strategies LLC Proactive Wealth Strategies LLC | 21,970 | $618,440.46 | $739,949.6 | $121,509.14 | 19.65% |
Smart Wealth LLC Smart Wealth LLC | 112,125 | $2.69M | $3.78M | $1.09M | 40.69% |
Legacy Wealth Managment LLC/ID Legacy Wealth Managment LLC/ID | 29,238 | $933,570 | $988,390.59 | $54,820.59 | 5.87% |
Bradley Wilson Crews Bank & Trust | 1,670 | $37,141 | $55,911.6 | $18,770.6 | 50.54% |
Centerpoint Advisory Group Centerpoint Advisory Group | 6,516 | $208,067 | $219,589.2 | $11,522.2 | 5.54% |
| FG Fabian Guerra Guerra Advisors Inc. | 136 | $3,910 | $4,581.84 | $671.84 | 17.18% |
IFS Group LLC IFS Group LLC | 7,951 | $229,227.5 | $267,988.45 | $38,760.95 | 16.91% |