| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Jeff Ameen Spire Wealth Management | 200 | $10,156 | $13,024 | $2,868 | 28.24% |
| EM Erin Mccann Simplicity Wealth LLC | 45,433 | $2.45M | $2.93M | $473,604.1 | 19.3% |
Amanda Hawley Atria Wealth Solutions Inc. | 39,030 | $2.12M | $2.53M | $405,131.4 | 19.07% |
Amna Ali Khan GDS Wealth Management | 6,996 | $398,492.16 | $453,410.76 | $54,918.6 | 13.78% |
| VL Victoria Latham Fiduciary Alliance LLC | 10,739 | $461,018.32 | $696,101.98 | $235,083.66 | 50.99% |
Discipline Wealth Solutions LLC Discipline Wealth Solutions, LLC | 179,545 | $10.09M | $11.6M | $1.52M | 15.03% |
Wealth Watch Advisors Inc. Wealth Watch Advisors Inc. | 339,788 | $17.79M | $21.77M | $3.98M | 22.36% |
| OAS Optivise Advisory Services LLC Optivise Advisory Services LLC | 108,137 | $5.68M | $6.96M | $1.27M | 22.43% |
VestGen Advisors LLC VestGen Advisors LLC | 5,554 | $316,355.84 | $354,150.81 | $37,794.97 | 11.95% |