| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Christopher C. Powers Farther Finance Advisors, LLC | 4,781 | $184,806.13 | $202,192.31 | $17,386.18 | 9.41% |
Courtney Haddad Concurrent Investment Advisors, LLC | 28,785 | $1.08M | $1.22M | $137,954.22 | 12.74% |
Amir Har-El Savvy Advisors, Inc. | 13,417 | $526,751.17 | $567,941.61 | $41,190.44 | 7.82% |
Uptick Partners LLC UPTICK PARTNERS, LLC | 17,707 | $618,158.68 | $747,766.61 | $129,607.93 | 20.97% |
Robert R Schulz Schulz Wealth, LTD. | 76,101 | $2.75M | $3.22M | $473,227.66 | 17.22% |
Ruth Thortvedt Financial Network Wealth Advisors LLC | 5,249 | $188,645.09 | $220,982.9 | $32,337.81 | 17.14% |
Nathan Edwards IMG Wealth Management, Inc. | 5,246 | $185,074.12 | $220,987.75 | $35,913.63 | 19.4% |
Chris Bulman Inc. Chris Bulman Inc | 43,286 | $1.5M | $1.84M | $333,343.13 | 22.16% |
REAP Financial Group LLC REAP Financial Group LLC | 4,261 | $148,155.21 | $179,494.62 | $31,339.41 | 21.15% |
Grantvest Financial Group LLC Grantvest Financial Group LLC | 9,373 | $337,612.59 | $397,883.85 | $60,271.26 | 17.85% |
Topsail Wealth Management LLC Topsail Wealth Management LLC | 700 | $24,695 | $29,561 | $4,866 | 19.7% |
Wood Tarver Financial Group LLC Wood Tarver Financial Group LLC | 16,764 | $613,928.55 | $711,631.8 | $97,703.25 | 15.91% |