| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Taylor Wagner Valued Wealth Advisors LLC | 52 | $4,783 | $5,642 | $859 | 17.96% |
Andrew Schiff TRITONPOINT WEALTH, LLC | 2,934 | $243,893.52 | $319,263.21 | $75,369.69 | 30.9% |
Brad Sayre Shared Vision Wealth Group LLC | 2,592 | $229,695.62 | $283,720.32 | $54,024.7 | 23.52% |
Mark Fonville Fonville Wealth Management LLC | 2,129 | $205,552.7 | $232,976.47 | $27,423.77 | 13.34% |
| SPI Stonebrook Private Inc. Stonebrook Private Inc. | 4,712 | $400,850 | $513,042.56 | $112,192.56 | 27.99% |
Anthony Blagrove Traveka Wealth, LLC | 2,133 | $205,386.13 | $232,934.26 | $27,548.13 | 13.41% |
Julie Beswick Advantage Trust Co | 304 | $33,537 | $33,198.32 | -$338.68 | -1.01% |
Cody Gehman Stonebridge Financial Group, LLC | 2,517 | $277,656.2 | $273,874.77 | -$3,781.43 | -1.36% |
Kent Keister Bear Mountain Capital, Inc. | 5,978 | $454,409.29 | $652,618.26 | $198,208.97 | 43.62% |
Kevin Stillman Evernest Financial Advisors, LLC | 11,979 | $1.07M | $1.31M | $243,639.29 | 22.83% |
Rob C. Alston Jr Quadcap Wealth Management, LLC | 1,829 | $201,753 | $198,556.24 | -$3,196.76 | -1.58% |
Arbor Wealth Advisors LLC Arbor Wealth Advisors LLC | 5,337 | $471,791 | $581,172.61 | $109,381.61 | 23.18% |
KURT TRAULSEN EVOLUTION WEALTH MANAGEMENT INC. | 148 | $13,719.24 | $16,103.88 | $2,384.64 | 17.38% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 1,035 | $98,287.8 | $112,007.7 | $13,719.9 | 13.96% |
Matthew Stead Sachetta, LLC | 2,243 | $177,764.97 | $244,397.28 | $66,632.31 | 37.48% |
| JWM JPL Wealth Management LLC JPL Wealth Management, LLC | 134 | $13,029 | $14,682.38 | $1,653.38 | 12.69% |
Adam Colby Wealth Group Ltd | 2,816 | $219,478 | $306,606.08 | $87,128.08 | 39.7% |
Signal Advisors Wealth LLC Signal Advisors Wealth, LLC | 8,012 | $854,924 | $868,180.32 | $13,256.32 | 1.55% |
Focus Financial Network Inc. Focus Financial Network, Inc. | 215,963 | $16.68M | $23.36M | $6.68M | 40.04% |
Nicholas Holmes Objectivity Squared, LLC | 3,335 | $262,619.95 | $362,697.92 | $100,077.97 | 38.11% |