| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| BZ Brandon Zatopek Commonwealth Equity Services LLC | 9,823 | $411,970 | $413,450.07 | $1,480.07 | 0.36% |
Amanda Hawley Atria Wealth Solutions Inc. | 13,641 | $492,303.69 | $529,966.49 | $37,662.8 | 7.65% |
Tu Tran Crosspoint Financial LLC | 35,779 | $1.1M | $1.51M | $402,951.75 | 36.53% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 1,112 | $39,142 | $46,804.08 | $7,662.08 | 19.58% |
Discipline Wealth Solutions LLC Discipline Wealth Solutions, LLC | 1.2M | $43.19M | $46.74M | $3.55M | 8.22% |
Wealth Watch Advisors Inc. Wealth Watch Advisors Inc. | 390,601 | $14.04M | $16.65M | $2.61M | 18.62% |
VestGen Advisors LLC VestGen Advisors LLC | 11,382 | $400,532.58 | $476,245.64 | $75,713.06 | 18.9% |
WealthTrak Capital Management LLC WealthTrak Capital Management LLC | 153,237 | $5.39M | $5.95M | $566,169.04 | 10.51% |
| RFL Rossby Financial LLC Rossby Financial LLC | 325 | $10,589 | $12,626.57 | $2,037.57 | 19.24% |