| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Moises Valladares Insigneo Advisory Services LLC | 12,804 | $557,656.64 | $725,666.7 | $168,010.06 | 30.13% |
| TAL TFB Advisors LLC TFB Advisors LLC | 12,415 | $595,176.26 | $708,586.12 | $113,409.86 | 19.05% |
Andrew T. Gardener Tanglewood Legacy Advisors LLC | 27,503 | $1.2M | $1.57M | $367,933.61 | 30.73% |
Jill Batley Gateway Wealth Partners LLC | 5,093 | $256,737.93 | $288,569.38 | $31,831.45 | 12.4% |
| JC Jared Calvert Buck Wealth Strategies LLC | 3,982 | $200,733 | $226,914.27 | $26,181.27 | 13.04% |
Rajiv Shah KINGSWOOD WEALTH ADVISORS, LLC | 11,110 | $518,864.52 | $633,381.1 | $114,516.58 | 22.07% |
Christopher C. Powers Farther Finance Advisors, LLC | 10,975 | $575,420.56 | $624,762.85 | $49,342.29 | 8.57% |
Envestnet Portfolio Solutions Inc. Envestnet Portfolio Solutions, Inc. | 4,887 | $246,354 | $278,901.09 | $32,547.09 | 13.21% |
Courtney Haddad Concurrent Investment Advisors, LLC | 15,195 | $766,584.99 | $867,406.57 | $100,821.58 | 13.15% |
Amir Har-El Savvy Advisors, Inc. | 14,052 | $658,681.39 | $800,893.74 | $142,212.35 | 21.59% |
Chandler te Velde Maia Wealth LLC | 45,356 | $2.35M | $2.58M | $229,501.58 | 9.77% |
Signal Advisors Wealth LLC Signal Advisors Wealth, LLC | 27,075 | $1.35M | $1.54M | $189,233.73 | 14.04% |
Ruth Thortvedt Financial Network Wealth Advisors LLC | 1,885 | $82,411.41 | $106,832.37 | $24,420.96 | 29.63% |
Mark Alan Zeigler II Foguth Wealth Management, LLC. | 93,841 | $4.46M | $5.35M | $884,451.37 | 19.82% |
Chris M. Frantz Catalina Capital Group, LLC | 4,688 | $203,484 | $267,731.68 | $64,247.68 | 31.57% |
| DMM Dianne Marie Morin SEEDS INVESTOR LLC | 5,685 | $285,130.23 | $323,135.4 | $38,005.17 | 13.33% |
Chris Bulman Inc. Chris Bulman Inc | 12,625 | $635,780.57 | $720,887.5 | $85,106.93 | 13.39% |
Smart Wealth LLC Smart Wealth LLC | 87,156 | $3.75M | $4.98M | $1.23M | 32.67% |
REAP Financial Group LLC REAP Financial Group LLC | 118,734 | $5.42M | $6.73M | $1.31M | 24.22% |
VestGen Advisors LLC VestGen Advisors LLC | 18,654 | $940,348.14 | $1.06M | $123,769.29 | 13.16% |