| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
James Rankin Modern Wealth Management, LLC | 81,030 | $5.62M | $5.98M | $363,379.1 | 6.47% |
United Advisor Group LLC United Advisor Group, LLC | 13,328 | $853,959.03 | $977,608.8 | $123,649.77 | 14.48% |
Andrea Butler Sequent Planning LLC | 6,095 | $380,760.84 | $449,658.62 | $68,897.78 | 18.09% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 243 | $15,821.86 | $17,855.64 | $2,033.78 | 12.85% |
Signal Advisors Wealth LLC Signal Advisors Wealth, LLC | 6,126 | $433,923.14 | $450,015.96 | $16,092.82 | 3.71% |
Brian Distler Lakeridge Wealth Management LLC | 82,410 | $4.58M | $6.12M | $1.53M | 33.47% |
| TWP Triad Wealth Partners LLC Triad Wealth Partners, LLC | 5,263 | $305,534.48 | $385,962.1 | $80,427.62 | 26.32% |
JAMES ELIOS Elios Financial Group Inc. | 7,543 | $458,016.09 | $559,615.17 | $101,599.08 | 22.18% |
Bradley Wilson Crews Bank & Trust | 19 | $1,223 | $1,396.12 | $173.12 | 14.16% |
Bryan Molinar Atlas Legacy Advisors LLC | 54,691 | $3.24M | $4.02M | $778,453.65 | 24.02% |
Freedom Financial Partners LLC Freedom Financial Partners LLC | 8,855 | $507,953.75 | $653,454.72 | $145,500.97 | 28.64% |
| AWL Alteri Wealth LLC Alteri Wealth LLC | 3,445 | $230,742.91 | $253,827.6 | $23,084.69 | 10% |
Darren Yoder Dynamic Financial Group | 4,614 | $360,029 | $340,951.53 | -$19,077.47 | -5.3% |
Buddy Levy Nestegg Advisors Inc. | 3,870 | $241,914 | $285,160.95 | $43,246.95 | 17.88% |
Fortitude Financial LLC Fortitude Financial LLC | 23,946 | $1.54M | $1.76M | $213,358.67 | 13.84% |
Harbor Asset Planning Inc. Harbor Asset Planning Inc. | 10,008 | $603,049.2 | $735,838.2 | $132,789 | 22.02% |