| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Courtney Haddad Concurrent Investment Advisors, LLC | 15,812 | $795,841 | $877,882.24 | $82,041.24 | 10.31% |
BRASS TAX WEALTH MANAGEMENT Inc. BRASS TAX WEALTH MANAGEMENT, INC | 4,665 | $209,645.4 | $259,000.8 | $49,355.4 | 23.54% |
David Vollmer PFS Partners, LLC | 675 | $30,335 | $37,476 | $7,141 | 23.54% |
Amir Har-El Savvy Advisors, Inc. | 4,607 | $237,537 | $255,780.64 | $18,243.64 | 7.68% |
Andrea Butler Sequent Planning LLC | 4,439 | $199,488.62 | $250,870.08 | $51,381.46 | 25.76% |
KURT TRAULSEN EVOLUTION WEALTH MANAGEMENT INC. | 16 | $768.14 | $888.32 | $120.18 | 15.65% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 9 | $465.58 | $507.73 | $42.15 | 9.05% |
Signal Advisors Wealth LLC Signal Advisors Wealth, LLC | 37,727 | $1.76M | $2.09M | $334,303.19 | 18.99% |
Jonathan Chatfield LM Advisors LLC | 14,622 | $801,648.24 | $824,900.13 | $23,251.89 | 2.9% |
Robert R Schulz Schulz Wealth, LTD. | 103,086 | $4.17M | $5.82M | $1.66M | 39.78% |
Ruth Thortvedt Financial Network Wealth Advisors LLC | 1,117 | $50,433.35 | $62,015.84 | $11,582.49 | 22.97% |
Chris M. Frantz Catalina Capital Group, LLC | 7,766 | $312,504 | $431,168.32 | $118,664.32 | 37.97% |
Janice M. Powell Diversify Advisory Services, LLC | 8,283 | $456,755 | $466,747.05 | $9,992.05 | 2.19% |
Jade Eagles WEALTHGARDEN F.S. LLC | 5,326 | $270,409.22 | $295,699.52 | $25,290.3 | 9.35% |
| DWM Diversify Wealth Management LLC DIVERSIFY WEALTH MANAGEMENT, LLC | 8,283 | $416,883.39 | $459,872.16 | $42,988.77 | 10.31% |
Chris Bulman Inc. Chris Bulman Inc | 11,471 | $579,744.89 | $636,869.92 | $57,125.03 | 9.85% |
Chad Warrick Summit Wealth Partners, LLC | 7,314 | $263,380.13 | $406,073.28 | $142,693.15 | 54.18% |
Ricky Tawil American Alpha Advisors LLC | 22,437 | $1.08M | $1.27M | $190,723.86 | 17.7% |
REAP Financial Group LLC REAP Financial Group LLC | 137,965 | $5.88M | $7.66M | $1.78M | 30.18% |
| LSL Legacy Solutions LLC Legacy Solutions LLC | 20,674 | $962,410.17 | $1.15M | $185,410.31 | 19.27% |