| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 243 | $15,821.86 | $19,269.9 | $3,448.04 | 21.79% |
Signal Advisors Wealth LLC Signal Advisors Wealth, LLC | 3,310 | $221,039 | $252,553 | $31,514 | 14.26% |
Brian Distler Lakeridge Wealth Management LLC | 82,410 | $4.58M | $6.29M | $1.71M | 37.22% |
| TWP Triad Wealth Partners LLC Triad Wealth Partners, LLC | 5,263 | $305,534.48 | $415,566.48 | $110,032 | 36.01% |
Chad Warrick Summit Wealth Partners, LLC | 11,529 | $665,585.36 | $879,662.7 | $214,077.34 | 32.16% |
JAMES ELIOS Elios Financial Group Inc. | 7,543 | $458,016.09 | $575,530.9 | $117,514.81 | 25.66% |
Bradley Wilson Crews Bank & Trust | 19 | $1,223 | $1,449.7 | $226.7 | 18.54% |
Bryan Molinar Atlas Legacy Advisors LLC | 54,691 | $3.24M | $4.17M | $932,682.27 | 28.78% |
Freedom Financial Partners LLC Freedom Financial Partners LLC | 8,855 | $507,953.75 | $675,636.5 | $167,682.75 | 33.01% |
| AWL Alteri Wealth LLC Alteri Wealth LLC | 3,445 | $230,742.91 | $262,853.5 | $32,110.59 | 13.92% |
Darren Yoder Dynamic Financial Group | 4,614 | $360,029 | $352,048.2 | -$7,980.8 | -2.22% |
Buddy Levy Nestegg Advisors Inc. | 3,870 | $241,914 | $295,281 | $53,367 | 22.06% |
Fortitude Financial LLC Fortitude Financial LLC | 23,946 | $1.54M | $1.83M | $285,436.13 | 18.52% |
Harbor Asset Planning Inc. Harbor Asset Planning Inc. | 10,008 | $603,049.2 | $763,610.4 | $160,561.2 | 26.62% |