| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Joseph C. Gissy Tactive Advisors, LLC | 7,112 | $1.61M | $2.03M | $417,748.16 | 25.95% |
Scott L. Comeau BCU Wealth Advisors, LLC | 1,403 | $246,615.85 | $393,078.51 | $146,462.66 | 59.39% |
Amir Har-El Savvy Advisors, Inc. | 5,829 | $1.37M | $1.66M | $290,430.3 | 21.18% |
United Advisor Group LLC United Advisor Group, LLC | 1,467 | $338,562.7 | $418,784.49 | $80,221.79 | 23.69% |
BRADLEY LEWIS HRC WEALTH MANAGEMENT, LLC | 2,316 | $466,496.59 | $667,563.84 | $201,067.25 | 43.1% |
Luke Bunch OxenFree Capital LLC | 11,840 | $2.44M | $3.38M | $938,479.09 | 38.51% |
KURT TRAULSEN EVOLUTION WEALTH MANAGEMENT INC. | 1,852 | $456,537 | $528,764.52 | $72,227.52 | 15.82% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 1,130 | $254,144.31 | $321,778.8 | $67,634.49 | 26.61% |
Christian J. Cyr Cyr Financial Inc. | 1,970 | $426,742.78 | $562,454.7 | $135,711.92 | 31.8% |
Signal Advisors Wealth LLC Signal Advisors Wealth, LLC | 11,414 | $2.84M | $3.25M | $411,179.66 | 14.5% |
Focus Financial Network Inc. Focus Financial Network, Inc. | 8,973 | $1.83M | $2.56M | $720,912.38 | 39.3% |
Margaret Nickens Elm3 Financial Group, LLC | 2,744 | $645,518.41 | $783,439.44 | $137,921.03 | 21.37% |
Kelly Richert Clayton Financial Group LLC | 257 | $70,329 | $73,126.78 | $2,797.78 | 3.98% |
Victory Financial Group LLC VICTORY FINANCIAL GROUP, LLC | 462,598 | $97.32M | $131.63M | $34.3M | 35.25% |
David Novak Novak & Powell Financial Services, Inc. | 1,380 | $291,097.2 | $392,665.2 | $101,568 | 34.89% |
Jennifer Lutz Trademark Financial Management, LLC | 1,041 | $224,571.2 | $296,206.14 | $71,634.94 | 31.9% |
| AIM Advyzon Investment Management LLC Advyzon Investment Management, LLC | 11,160 | $3.05M | $3.18M | $129,962.19 | 4.26% |
Seth Hodes Able Wealth Management LLC | 3,135 | $696,911.06 | $892,722.6 | $195,811.54 | 28.1% |
Kyle Jones Pineridge Advisors LLC | 2,977 | $543,493.51 | $845,378.69 | $301,885.18 | 55.55% |
Sean Rooney Prospect Financial Services LLC | 3,208 | $710,282.24 | $913,510.08 | $203,227.84 | 28.61% |