| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Uptick Partners LLC UPTICK PARTNERS, LLC | 11,136 | $445,974.92 | $475,952.64 | $29,977.72 | 6.72% |
Andrea Butler Sequent Planning LLC | 27,503 | $1.08M | $1.18M | $91,633.71 | 8.45% |
KURT TRAULSEN EVOLUTION WEALTH MANAGEMENT INC. | 1,384 | $53,020.3 | $59,235.2 | $6,214.9 | 11.72% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 831 | $33,243.88 | $35,537.96 | $2,294.08 | 6.9% |
Robert R Schulz Schulz Wealth, LTD. | 125,868 | $4.44M | $5.39M | $954,513.84 | 21.52% |
Ruth Thortvedt Financial Network Wealth Advisors LLC | 962 | $36,065.44 | $41,014.87 | $4,949.43 | 13.72% |
| TWP Triad Wealth Partners LLC Triad Wealth Partners, LLC | 5,859 | $229,943.99 | $249,769.17 | $19,825.18 | 8.62% |
Chris M. Frantz Catalina Capital Group, LLC | 18,088 | $645,038.37 | $775,342.12 | $130,303.75 | 20.2% |
Nathan Edwards IMG Wealth Management, Inc. | 672 | $25,193 | $28,670.88 | $3,477.88 | 13.8% |
Chris Bulman Inc. Chris Bulman Inc | 5,851 | $243,837 | $250,656.84 | $6,819.84 | 2.8% |
| NWW New Wave Wealth Advisors LLC NEW WAVE WEALTH ADVISORS LLC | 11,339 | $472,545 | $485,649.37 | $13,104.37 | 2.77% |
REAP Financial Group LLC REAP Financial Group LLC | 14,729 | $526,472.63 | $627,897.27 | $101,424.64 | 19.26% |
VestGen Advisors LLC VestGen Advisors LLC | 18,636 | $771,348.31 | $798,179.88 | $26,831.57 | 3.48% |
| DN Daniel Newman Noble Wealth Management PBC | 35 | $1,312.19 | $1,492.05 | $179.86 | 13.71% |
Ameriflex Group Inc. Ameriflex Group Inc. | 4,943 | $205,996 | $211,733.4 | $5,737.4 | 2.79% |
Wood Tarver Financial Group LLC Wood Tarver Financial Group LLC | 82,175 | $3.37M | $3.52M | $145,886.61 | 4.32% |