| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Charles Corkery PUREfi Wealth, LLC | 739 | $214,768 | $213,755.75 | -$1,012.25 | -0.47% |
Joseph C. Gissy Tactive Advisors, LLC | 7,339 | $1.68M | $2.12M | $442,084.07 | 26.37% |
Scott L. Comeau BCU Wealth Advisors, LLC | 1,404 | $246,910.75 | $401,221.07 | $154,310.32 | 62.5% |
Amir Har-El Savvy Advisors, Inc. | 5,816 | $1.37M | $1.69M | $324,504.09 | 23.71% |
Andrea N. Thompson WEST PACES ADVISORS INC. | 286 | $83,117 | $81,562.91 | -$1,554.09 | -1.87% |
United Advisor Group LLC United Advisor Group, LLC | 1,525 | $355,418.68 | $436,805.75 | $81,387.07 | 22.9% |
Jeff Ramsey Quotient Wealth Partners, LLC | 858 | $249,352 | $246,906.66 | -$2,445.34 | -0.98% |
Taylor Wagner Valued Wealth Advisors LLC | 297 | $86,335 | $84,852.9 | -$1,482.1 | -1.72% |
BRADLEY LEWIS HRC WEALTH MANAGEMENT, LLC | 2,320 | $467,667.55 | $662,986.4 | $195,318.85 | 41.76% |
Luke Bunch OxenFree Capital LLC | 12,200 | $2.55M | $3.55M | $1M | 39.37% |
KURT TRAULSEN EVOLUTION WEALTH MANAGEMENT INC. | 1,852 | $456,537 | $539,006.08 | $82,469.08 | 18.06% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 1,130 | $254,144.31 | $330,276.4 | $76,132.09 | 29.96% |
Christian J. Cyr Cyr Financial Inc. | 1,917 | $415,373.02 | $547,821.09 | $132,448.07 | 31.89% |
Signal Advisors Wealth LLC Signal Advisors Wealth, LLC | 9,971 | $2.52M | $2.86M | $342,456.33 | 13.59% |
Focus Financial Network Inc. Focus Financial Network, Inc. | 9,007 | $1.84M | $2.57M | $724,395.72 | 39.28% |
Margaret Nickens Elm3 Financial Group, LLC | 2,515 | $591,646.8 | $730,670.37 | $139,023.57 | 23.5% |
Kelly Richert Clayton Financial Group LLC | 257 | $75,792 | $74,181.76 | -$1,610.24 | -2.12% |
Victory Financial Group LLC VICTORY FINANCIAL GROUP, LLC | 453,284 | $95.69M | $130.44M | $34.75M | 36.31% |
David Novak Novak & Powell Financial Services, Inc. | 1,380 | $291,097.2 | $401,655.9 | $110,558.7 | 37.98% |
Jennifer Lutz Trademark Financial Management, LLC | 2,437 | $630,280.19 | $713,066.2 | $82,786.01 | 13.13% |