| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 14 | $1,043.21 | $1,138.76 | $95.55 | 9.16% |
Signal Advisors Wealth LLC Signal Advisors Wealth, LLC | 4,528 | $342,949.92 | $371,296 | $28,346.08 | 8.27% |
Kyle Bubeck Independence Asset Advisors, LLC | 28,178 | $2.13M | $2.31M | $174,594.3 | 8.19% |
Margaret Nickens Elm3 Financial Group, LLC | 3,839 | $288,851.25 | $317,446.91 | $28,595.66 | 9.9% |
| RJ Rebecca Judd Pathstone Holdings, LLC | 6,864 | $566,222 | $563,603.04 | -$2,618.96 | -0.46% |
Brian Distler Lakeridge Wealth Management LLC | 3,333 | $245,866.56 | $275,655.76 | $29,789.2 | 12.12% |
| GPW Gentry Private Wealth LLC GENTRY PRIVATE WEALTH, LLC | 7,419 | $469,040.45 | $608,320.9 | $139,280.45 | 29.69% |
| HAS Hayley A. Snell LRI Investments, LLC | 11,146 | $844,198 | $915,198.06 | $71,000.06 | 8.41% |
Carmen McClennon WR Wealth Planners, LLC | 23 | $1,519 | $1,884.16 | $365.16 | 24.04% |
| 5WL 5T Wealth LLC 5T Wealth LLC | 36,062 | $2.7M | $2.98M | $279,529.83 | 10.33% |
Eric Seger Integrated Capital Management LLC | 8,788 | $624,105.93 | $718,682.64 | $94,576.71 | 15.15% |
Millstone Evans Group LLC Millstone Evans Group LLC | 201 | $15,051 | $16,452.85 | $1,401.85 | 9.31% |
Stephen Davis Fairvoy Private Wealth LLC | 7,378 | $499,661.87 | $610,013.04 | $110,351.17 | 22.09% |
REAP Financial Group LLC REAP Financial Group LLC | 32 | $2,392 | $2,620.96 | $228.96 | 9.57% |
VestGen Advisors LLC VestGen Advisors LLC | 2,613 | $215,546 | $213,991.63 | -$1,554.37 | -0.72% |
C. Eric Christiansen Quantum Financial Planning Services Inc. | 23,281 | $1.82M | $1.92M | $91,186.77 | 5% |
Elizabeth Arce Sovran Advisors LLC | 6,174 | $378,758.63 | $506,268 | $127,509.37 | 33.67% |
| RN Ron New Whipplewood Advisors LLC | 3,244 | $229,578.22 | $266,040.44 | $36,462.22 | 15.88% |
| BM Berkeley Meredith Hughes Financial Services LLC | 907,369 | $56.33M | $74.5M | $18.17M | 32.26% |
| ASB Albert Sidney Browning Integras Partners LLC | 12,794 | $785,165.37 | $1.05M | $263,942.63 | 33.62% |