| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| JC Jared Calvert Buck Wealth Strategies LLC | 750 | $32,618 | $33,603.75 | $985.75 | 3.02% |
Norden Group LLC NORDEN GROUP LLC | 10,434 | $375,937 | $466,186.95 | $90,249.95 | 24.01% |
Christopher C. Powers Farther Finance Advisors, LLC | 6,735 | $292,901.65 | $301,430.31 | $8,528.66 | 2.91% |
Courtney Haddad Concurrent Investment Advisors, LLC | 25,448 | $1.04M | $1.14M | $103,786.68 | 10% |
Uptick Partners LLC UPTICK PARTNERS, LLC | 14,614 | $539,153.55 | $653,903.43 | $114,749.88 | 21.28% |
Andrea Butler Sequent Planning LLC | 7,218 | $292,761.95 | $322,969.41 | $30,207.46 | 10.32% |
Robert R Schulz Schulz Wealth, LTD. | 101,095 | $3.47M | $4.53M | $1.06M | 30.62% |
Ruth Thortvedt Financial Network Wealth Advisors LLC | 4,250 | $155,827.37 | $189,443.75 | $33,616.38 | 21.57% |
Kyle Jones Pineridge Advisors LLC | 24 | $973 | $1,072.31 | $99.31 | 10.21% |
Heather Scully NWF Advisory Services Inc. | 5,730 | $232,408.49 | $256,014.11 | $23,605.62 | 10.16% |
Anubhav Mullick Murphy & Mullick Capital Management Corp | 1,525 | $55,915.21 | $68,136.39 | $12,221.18 | 21.86% |
REAP Financial Group LLC REAP Financial Group LLC | 8,708 | $318,025.09 | $389,069.96 | $71,044.87 | 22.34% |
| DN Daniel Newman Noble Wealth Management PBC | 800 | $29,332.27 | $35,660 | $6,327.73 | 21.57% |
Grantvest Financial Group LLC Grantvest Financial Group LLC | 5,884 | $215,737.88 | $263,779.72 | $48,041.84 | 22.27% |
Kilter Group LLC Kilter Group LLC | 1,986 | $76,839 | $89,012.52 | $12,173.52 | 15.84% |
Wood Tarver Financial Group LLC Wood Tarver Financial Group LLC | 29,505 | $1.15M | $1.32M | $173,206.8 | 15.05% |