| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Trent White Luminvest Wealth Management LLC | 1,045 | $188,728.61 | $267,901.42 | $79,172.81 | 41.95% |
Level Wealth Management LLC Level Wealth Management LLC | 1,181 | $251,840.98 | $301,332.15 | $49,491.17 | 19.65% |
Melissa Flynn MCCARTER PRIVATE WEALTH SERVICES LLC | 6,211 | $1.13M | $1.59M | $463,328.45 | 40.96% |
Taryn Anderson YANKCOM Partnership | 5,959 | $875,589.88 | $1.51M | $633,705.64 | 72.37% |
David Levy Diversified Enterprises LLC | 17,605 | $3.46M | $4.47M | $1.01M | 29.05% |
Pines Wealth Management LLC Pines Wealth Management LLC | 3,006 | $475,529.26 | $769,656.24 | $294,126.98 | 61.85% |
Matthew Riley Hickory Point Bank & Trust | 2,773 | $406,654.96 | $704,092.43 | $297,437.47 | 73.14% |
| AJP Andrew J. Pulsfort Wealth Advisory Team LLC | 1,280 | $195,495.19 | $331,716.1 | $136,220.91 | 69.68% |
Code Waechter LLC Code Waechter LLC | 2,607 | $433,520.12 | $664,915.35 | $231,395.23 | 53.38% |
| 5WL 5T Wealth LLC 5T Wealth LLC | 1,515 | $373,671.11 | $387,324.9 | $13,653.79 | 3.65% |
| MWA Martel Wealth Advisors Inc. Martel Wealth Advisors Inc. | 2,024 | $319,168.49 | $518,882.76 | $199,714.27 | 62.57% |
Adam Amante Fortress Financial Solutions LLC | 1,793 | $339,167.05 | $459,662.44 | $120,495.39 | 35.53% |
Seneschal Advisors LLC Seneschal Advisors LLC | 339 | $63,173.82 | $86,075.49 | $22,901.67 | 36.25% |
Jared Machen BWM Planning LLC | 6,911 | $1.18M | $1.75M | $574,807.25 | 48.89% |
Steve Solano Global Wealth Management LLC | 8,077 | $1.31M | $2.05M | $736,595.47 | 56.27% |
Curtis Harrell Tounjian Advisory Partners LLC | 2,674 | $443,444.75 | $689,972.22 | $246,527.47 | 55.59% |
Sherod Bigelow Seros Financial LLC | 855 | $217,215 | $218,721.82 | $1,506.82 | 0.69% |
Goldstone Financial Group LLC Goldstone Financial Group LLC | 1,288 | $271,999.01 | $330,127.28 | $58,128.27 | 21.37% |
| NRI NFP Retirement Inc. NFP Retirement Inc. | 6,399 | $1.1M | $1.63M | $526,841.11 | 47.7% |
FMB Wealth Management FMB Wealth Management | 970 | $163,781.74 | $246,928.05 | $83,146.31 | 50.77% |