| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Focus Financial Network Inc. Focus Financial Network, Inc. | 13,112 | $408,637.52 | $520,218.6 | $111,581.08 | 27.31% |
| FTM F. Thomas Mosley Mosley Wealth Management | 15,438 | $596,337.98 | $612,116.7 | $15,778.72 | 2.65% |
| AIM Advyzon Investment Management LLC Advyzon Investment Management, LLC | 219,635 | $8.22M | $8.71M | $491,703.96 | 5.98% |
| TWP Triad Wealth Partners LLC Triad Wealth Partners, LLC | 11,105 | $405,110.16 | $439,869.05 | $34,758.89 | 8.58% |
Bryan Gort Quest 10 Wealth Builders, Inc. | 5,422 | $190,263.31 | $215,117.85 | $24,854.54 | 13.06% |
Curtis Harrell Tounjian Advisory Partners LLC | 25,393 | $982,072 | $1.01M | $24,760.45 | 2.52% |
Smart Wealth LLC Smart Wealth LLC | 18,885 | $695,638.26 | $751,339.72 | $55,701.46 | 8.01% |
Grantvest Financial Group LLC Grantvest Financial Group LLC | 34,428 | $1.16M | $1.37M | $213,984.1 | 18.5% |
| MDR Michael D. Richards Jr. Capital A Wealth Management LLC | 75 | $2,522.25 | $2,978.25 | $456 | 18.08% |