| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
James Rankin Modern Wealth Management, LLC | 221 | $8,411 | $8,059.87 | -$351.13 | -4.17% |
Amir Har-El Savvy Advisors, Inc. | 6,393 | $243,527 | $232,833.06 | -$10,693.94 | -4.39% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 229 | $7,463 | $8,342.47 | $879.47 | 11.78% |
| KL Kathryn Lutz Wiser Advisor Group LLC | 84,606 | $2.15M | $3.1M | $948,165.6 | 44.12% |
Jennifer Lutz Trademark Financial Management, LLC | 7,742 | $198,698.98 | $282,505.58 | $83,806.6 | 42.18% |
Brady Green GGM Financials LLC | 12,826 | $397,747.22 | $468,405.52 | $70,658.3 | 17.76% |
Heather Scully NWF Advisory Services Inc. | 6,303 | $240,082 | $229,555.26 | -$10,526.74 | -4.38% |
Nova Wealth Management Inc. Nova Wealth Management Inc. | 10,803 | $285,684.67 | $393,229.2 | $107,544.53 | 37.64% |
| LS Laura Steagall-Cissell Veridan Wealth LLC | 171,934 | $4.64M | $6.26M | $1.62M | 34.97% |
Rossby Financial LLC Rossby Financial LLC | 12 | $408.67 | $438.36 | $29.69 | 7.27% |