| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Moises Valladares Insigneo Advisory Services LLC | 12,804 | $557,656.64 | $723,297.96 | $165,641.32 | 29.7% |
| TAL TFB Advisors LLC TFB Advisors LLC | 12,415 | $595,176.26 | $689,069.74 | $93,893.48 | 15.78% |
Andrew T. Gardener Tanglewood Legacy Advisors LLC | 27,503 | $1.2M | $1.55M | $352,669.45 | 29.45% |
Jill Batley Gateway Wealth Partners LLC | 6,847 | $345,157 | $380,029.04 | $34,872.04 | 10.1% |
| JC Jared Calvert Buck Wealth Strategies LLC | 3,982 | $200,733 | $221,012.95 | $20,279.95 | 10.1% |
Rajiv Shah KINGSWOOD WEALTH ADVISORS, LLC | 11,110 | $518,864.52 | $616,638.33 | $97,773.81 | 18.84% |
Christopher C. Powers Farther Finance Advisors, LLC | 6,083 | $298,680.01 | $337,636.91 | $38,956.9 | 13.04% |
Envestnet Portfolio Solutions Inc. Envestnet Portfolio Solutions, Inc. | 4,887 | $246,354 | $271,243.16 | $24,889.16 | 10.1% |
Courtney Haddad Concurrent Investment Advisors, LLC | 15,180 | $765,758.63 | $842,535.54 | $76,776.91 | 10.03% |
Amir Har-El Savvy Advisors, Inc. | 14,064 | $659,213.59 | $780,594.19 | $121,380.6 | 18.41% |
Chandler te Velde Maia Wealth LLC | 45,356 | $2.35M | $2.52M | $168,407.05 | 7.17% |
Signal Advisors Wealth LLC Signal Advisors Wealth, LLC | 26,170 | $1.3M | $1.45M | $156,072.08 | 12.04% |
Ruth Thortvedt Financial Network Wealth Advisors LLC | 1,885 | $82,411.41 | $104,623.15 | $22,211.74 | 26.95% |
Mark Alan Zeigler II Foguth Wealth Management, LLC. | 93,841 | $4.46M | $5.21M | $746,317.42 | 16.73% |
Chris M. Frantz Catalina Capital Group, LLC | 4,688 | $203,484 | $260,198.06 | $56,714.06 | 27.87% |
| DMM Dianne Marie Morin SEEDS INVESTOR LLC | 5,685 | $285,130.23 | $320,634.57 | $35,504.34 | 12.45% |
Chris Bulman Inc. Chris Bulman Inc | 12,625 | $635,780.57 | $700,725.37 | $64,944.8 | 10.21% |
Smart Wealth LLC Smart Wealth LLC | 87,156 | $3.75M | $4.84M | $1.09M | 28.99% |
REAP Financial Group LLC REAP Financial Group LLC | 122,181 | $5.55M | $6.78M | $1.23M | 22.08% |
VestGen Advisors LLC VestGen Advisors LLC | 18,654 | $940,348.14 | $1.05M | $109,187.46 | 11.61% |