| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
PETER KRUSSEL Southland Equity Partners LLC | 13,242 | $726,350.9 | $785,780.28 | $59,429.38 | 8.18% |
Jon Deven Mouton CAP Partners, LLC | 13,461 | $687,685.26 | $802,679.43 | $114,994.17 | 16.72% |
Andrew Schiff TRITONPOINT WEALTH, LLC | 14,139 | $755,136.2 | $839,291.04 | $84,154.84 | 11.14% |
Cody Gehman Stonebridge Financial Group, LLC | 15,975 | $898,368.1 | $948,274.4 | $49,906.3 | 5.56% |
Kent Keister Bear Mountain Capital, Inc. | 964 | $55,227.32 | $57,261.6 | $2,034.28 | 3.68% |
Joshua Stipcich Tidemark, LLC | 4,021 | $219,388.01 | $240,737.27 | $21,349.26 | 9.73% |
Andrea Butler Sequent Planning LLC | 42,729 | $2.61M | $2.54M | -$73,114.74 | -2.8% |
KURT TRAULSEN EVOLUTION WEALTH MANAGEMENT INC. | 143 | $8,132.11 | $8,560.31 | $428.2 | 5.27% |
James Petitpren ORBA Wealth Advisors, L.L.C. | 22,614 | $1.21M | $1.35M | $140,251.04 | 11.57% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 159,537 | $9.04M | $9.59M | $545,051.59 | 6.03% |
Discipline Wealth Solutions LLC Discipline Wealth Solutions, LLC | 9,562 | $560,084.63 | $568,556.52 | $8,471.89 | 1.51% |
| LR Lora Rommel EHRLICH FINANCIAL GROUP | 10,329 | $566,765.44 | $620,772.9 | $54,007.46 | 9.53% |
Chandler te Velde Maia Wealth LLC | 92,425 | $5.26M | $5.48M | $215,944.9 | 4.1% |
Signal Advisors Wealth LLC Signal Advisors Wealth, LLC | 61,173 | $3.68M | $3.61M | -$64,900.5 | -1.77% |
Kyle Bubeck Independence Asset Advisors, LLC | 7,324 | $421,220.32 | $430,211.76 | $8,991.44 | 2.13% |
Focus Financial Network Inc. Focus Financial Network, Inc. | 19,671 | $1.15M | $1.16M | $872.19 | 0.08% |
Jessica Riley Hale GC Wealth Management RIA, LLC | 17,055 | $991,234.92 | $1.01M | $14,496.72 | 1.46% |
Michael Herman Apollon Financial, LLC | 6,494 | $372,911.62 | $385,483.84 | $12,572.22 | 3.37% |
David McNeely Darden Wealth Group Inc | 11,662 | $678,663.03 | $695,405.06 | $16,742.03 | 2.47% |
Victory Financial Group LLC VICTORY FINANCIAL GROUP, LLC | 3,587 | $199,153.18 | $212,440.07 | $13,286.89 | 6.67% |