| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Courtney Haddad Concurrent Investment Advisors, LLC | 261,279 | $6.96M | $9.76M | $2.8M | 40.28% |
James Rankin Modern Wealth Management, LLC | 221 | $8,411 | $8,521.76 | $110.76 | 1.32% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 229 | $7,463 | $8,791.31 | $1,328.31 | 17.8% |
| KL Kathryn Lutz Wiser Advisor Group LLC | 84,606 | $2.15M | $3.26M | $1.11M | 51.79% |
Jennifer Lutz Trademark Financial Management, LLC | 7,742 | $198,698.98 | $289,318.54 | $90,619.56 | 45.61% |
Brady Green GGM Financials LLC | 12,826 | $397,747.22 | $479,307.62 | $81,560.4 | 20.51% |
Heather Scully NWF Advisory Services Inc. | 6,303 | $240,082 | $235,543.11 | -$4,538.89 | -1.89% |
Nova Wealth Management Inc. Nova Wealth Management Inc. | 10,803 | $285,684.67 | $403,708.11 | $118,023.44 | 41.31% |
| LS Laura Steagall-Cissell Veridan Wealth LLC | 171,934 | $4.64M | $6.57M | $1.93M | 41.53% |
| RFL Rossby Financial LLC Rossby Financial LLC | 10 | $330 | $373.7 | $43.7 | 13.24% |