| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Jill Batley Gateway Wealth Partners LLC | 5,384 | $256,709.03 | $293,804.88 | $37,095.85 | 14.45% |
| JC Jared Calvert Buck Wealth Strategies LLC | 3,305 | $172,818 | $180,651.3 | $7,833.3 | 4.53% |
Rajiv Shah KINGSWOOD WEALTH ADVISORS, LLC | 8,872 | $399,519.05 | $484,943.52 | $85,424.47 | 21.38% |
Christopher C. Powers Farther Finance Advisors, LLC | 4,762 | $220,819.64 | $260,243.3 | $39,423.66 | 17.85% |
Envestnet Portfolio Solutions Inc. Envestnet Portfolio Solutions, Inc. | 24,314 | $1.14M | $1.33M | $191,532.98 | 16.82% |
Courtney Haddad Concurrent Investment Advisors, LLC | 8,395 | $400,250.21 | $459,458.35 | $59,208.14 | 14.79% |
Amir Har-El Savvy Advisors, Inc. | 6,816 | $333,286.55 | $372,835.2 | $39,548.65 | 11.87% |
KURT TRAULSEN EVOLUTION WEALTH MANAGEMENT INC. | 1,095 | $49,023 | $59,847.22 | $10,824.22 | 22.08% |
Scott Noble Boomfish Wealth Group, LLC | 3,913 | $204,611 | $214,079.84 | $9,468.84 | 4.63% |
Signal Advisors Wealth LLC Signal Advisors Wealth, LLC | 9,787 | $477,126.98 | $534,712.74 | $57,585.76 | 12.07% |
Robert R Schulz Schulz Wealth, LTD. | 12,873 | $500,761.65 | $703,638.18 | $202,876.53 | 40.51% |
Ruth Thortvedt Financial Network Wealth Advisors LLC | 833 | $34,345.23 | $45,448.48 | $11,103.25 | 32.33% |
Cynthia Schlanger Ashton Thomas Private Wealth, LLC | 15,987 | $706,524.92 | $874,968.51 | $168,443.59 | 23.84% |
Smart Wealth LLC Smart Wealth LLC | 46,405 | $2.06M | $2.54M | $483,976.16 | 23.54% |
REAP Financial Group LLC REAP Financial Group LLC | 144,724 | $6.3M | $7.9M | $1.6M | 25.43% |
VestGen Advisors LLC VestGen Advisors LLC | 5,756 | $274,446.08 | $314,450.28 | $40,004.2 | 14.58% |
| LSL Legacy Solutions LLC Legacy Solutions LLC | 7,458 | $332,015.74 | $407,654.28 | $75,638.54 | 22.78% |
| FLP Financial Life Planners Financial Life Planners | 8,249 | $351,644 | $451,706.99 | $100,062.99 | 28.46% |
| DN Daniel Newman Noble Wealth Management PBC | 400 | $16,600 | $21,842 | $5,242 | 31.58% |
Topsail Wealth Management LLC Topsail Wealth Management LLC | 500 | $23,223 | $27,380 | $4,157 | 17.9% |