| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| BZ Brandon Zatopek Commonwealth Equity Services LLC | 9,823 | $411,970 | $413,057.14 | $1,087.14 | 0.26% |
Amanda Hawley Atria Wealth Solutions Inc. | 13,641 | $492,303.69 | $573,876.87 | $81,573.18 | 16.57% |
Tu Tran Crosspoint Financial LLC | 35,779 | $1.1M | $1.44M | $341,948.55 | 31% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 1,112 | $39,142 | $46,759.6 | $7,617.6 | 19.46% |
Discipline Wealth Solutions LLC Discipline Wealth Solutions, LLC | 995,902 | $35.99M | $41.11M | $5.12M | 14.21% |
Wealth Watch Advisors Inc. Wealth Watch Advisors Inc. | 390,601 | $14.04M | $16.33M | $2.3M | 16.39% |
VestGen Advisors LLC VestGen Advisors LLC | 11,382 | $400,532.58 | $477,417.99 | $76,885.41 | 19.2% |
WealthTrak Capital Management LLC WealthTrak Capital Management LLC | 154,777 | $5.45M | $6.46M | $1.01M | 18.56% |
Rossby Financial LLC Rossby Financial LLC | 325 | $10,589 | $13,672.75 | $3,083.75 | 29.12% |