| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
David Vollmer PFS Partners, LLC | 675 | $30,335 | $37,472.62 | $7,137.62 | 23.53% |
Amir Har-El Savvy Advisors, Inc. | 4,607 | $237,537 | $255,711.53 | $18,174.53 | 7.65% |
Andrea Butler Sequent Planning LLC | 4,442 | $199,623.44 | $246,686.47 | $47,063.03 | 23.58% |
KURT TRAULSEN EVOLUTION WEALTH MANAGEMENT INC. | 16 | $768.14 | $888.56 | $120.42 | 15.68% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 9 | $465.58 | $499.23 | $33.65 | 7.23% |
Signal Advisors Wealth LLC Signal Advisors Wealth, LLC | 37,727 | $1.76M | $2.09M | $332,794.11 | 18.91% |
Jonathan Chatfield LM Advisors LLC | 736 | $37,168 | $40,833.28 | $3,665.28 | 9.86% |
Robert R Schulz Schulz Wealth, LTD. | 102,053 | $4.11M | $5.66M | $1.55M | 37.76% |
Ruth Thortvedt Financial Network Wealth Advisors LLC | 1,117 | $50,433.35 | $61,948.82 | $11,515.47 | 22.83% |
| TWP Triad Wealth Partners LLC Triad Wealth Partners, LLC | 4,361 | $219,489 | $241,861.06 | $22,372.06 | 10.19% |
Chris M. Frantz Catalina Capital Group, LLC | 7,766 | $312,504 | $430,702.36 | $118,198.36 | 37.82% |
Jade Eagles WEALTHGARDEN F.S. LLC | 16,156 | $820,265 | $895,850.2 | $75,585.2 | 9.21% |
| DWM Diversify Wealth Management LLC DIVERSIFY WEALTH MANAGEMENT, LLC | 8,283 | $416,883.39 | $458,795.37 | $41,911.98 | 10.05% |
Chris Bulman Inc. Chris Bulman Inc | 11,585 | $585,506.46 | $642,156.55 | $56,650.09 | 9.68% |
Chad Warrick Summit Wealth Partners, LLC | 7,314 | $263,380.13 | $405,049.32 | $141,669.19 | 53.79% |
Ricky Tawil American Alpha Advisors LLC | 22,460 | $1.08M | $1.25M | $167,898.01 | 15.57% |
REAP Financial Group LLC REAP Financial Group LLC | 137,965 | $5.88M | $7.63M | $1.75M | 29.68% |
VestGen Advisors LLC VestGen Advisors LLC | 18,932 | $952,847.56 | $1.05M | $94,186.7 | 9.88% |
| LSL Legacy Solutions LLC Legacy Solutions LLC | 20,674 | $962,410.17 | $1.14M | $181,172.14 | 18.82% |
| DN Daniel Newman Noble Wealth Management PBC | 4,515 | $206,316.22 | $249,544.05 | $43,227.83 | 20.95% |