| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Christopher C. Powers Farther Finance Advisors, LLC | 11,357 | $500,032.59 | $513,677.11 | $13,644.52 | 2.73% |
Courtney Haddad Concurrent Investment Advisors, LLC | 33,266 | $1.37M | $1.51M | $139,905.46 | 10.23% |
BRASS TAX WEALTH MANAGEMENT Inc. BRASS TAX WEALTH MANAGEMENT, INC | 23,879 | $872,061.2 | $1.08M | $208,344.15 | 23.89% |
Uptick Partners LLC UPTICK PARTNERS, LLC | 16,240 | $649,619.44 | $734,291.6 | $84,672.16 | 13.03% |
Andrea Butler Sequent Planning LLC | 8,143 | $307,215.97 | $368,389.32 | $61,173.35 | 19.91% |
KURT TRAULSEN EVOLUTION WEALTH MANAGEMENT INC. | 2,253 | $87,844 | $101,936.98 | $14,092.98 | 16.04% |
Robert R Schulz Schulz Wealth, LTD. | 8,937 | $332,968.52 | $404,354.56 | $71,386.04 | 21.44% |
Ruth Thortvedt Financial Network Wealth Advisors LLC | 7,176 | $268,023.25 | $323,637.6 | $55,614.35 | 20.75% |
Janice M. Powell Diversify Advisory Services, LLC | 10,466 | $460,863 | $473,795.82 | $12,932.82 | 2.81% |
| DWM Diversify Wealth Management LLC DIVERSIFY WEALTH MANAGEMENT, LLC | 10,466 | $449,724 | $473,795.82 | $24,071.82 | 5.35% |
Carmen McClennon WR Wealth Planners, LLC | 712 | $24,521 | $32,242.92 | $7,721.92 | 31.49% |
Nathan Edwards IMG Wealth Management, Inc. | 12,828 | $479,125.54 | $578,735.22 | $99,609.68 | 20.79% |
Chris Bulman Inc. Chris Bulman Inc | 37,258 | $1.46M | $1.69M | $227,564.73 | 15.58% |
Caleb Pearson Compass Financial Services Inc. | 6,503 | $267,208 | $294,325.78 | $27,117.78 | 10.15% |
Ricky Tawil American Alpha Advisors LLC | 30,719 | $1.16M | $1.39M | $234,283.62 | 20.26% |
Smart Wealth LLC Smart Wealth LLC | 35,005 | $1.36M | $1.59M | $220,181.51 | 16.13% |
Anubhav Mullick Murphy & Mullick Capital Management Corp | 1,450 | $54,157.91 | $65,453 | $11,295.09 | 20.86% |
REAP Financial Group LLC REAP Financial Group LLC | 1,092 | $38,199.34 | $49,249.2 | $11,049.86 | 28.93% |
Elizabeth Arce Sovran Advisors LLC | 4,829 | $201,823 | $217,860.33 | $16,037.33 | 7.95% |
Topsail Wealth Management LLC Topsail Wealth Management LLC | 790 | $32,461 | $35,739.6 | $3,278.6 | 10.1% |