| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Steven D Urban Urban Financial Advisory Corp | 1,872 | $170,433.07 | $202,082.4 | $31,649.33 | 18.57% |
Jon Deven Mouton CAP Partners, LLC | 3,528 | $267,007.13 | $380,847.6 | $113,840.47 | 42.64% |
Benjamin Carter Turtle Creek Wealth Advisors, LLC | 762 | $73,122 | $82,170.27 | $9,048.27 | 12.37% |
Andrew Schiff TRITONPOINT WEALTH, LLC | 5,355 | $450,141.13 | $577,456.42 | $127,315.29 | 28.28% |
Cody Gehman Stonebridge Financial Group, LLC | 5,705 | $495,768.25 | $615,198.67 | $119,430.42 | 24.09% |
Michelle Taylor BALANCED WEALTH GROUP LLC | 144,257 | $12.65M | $15.54M | $2.89M | 22.87% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 1,701 | $143,797.86 | $182,942.55 | $39,144.69 | 27.22% |
Focus Financial Network Inc. Focus Financial Network, Inc. | 6,833 | $596,368.04 | $734,889.15 | $138,521.11 | 23.23% |
| RJ Rebecca Judd Pathstone Holdings, LLC | 69,638 | $5.31M | $7.5M | $2.19M | 41.29% |
Ruth Thortvedt Financial Network Wealth Advisors LLC | 4,915 | $378,872.94 | $529,099.75 | $150,226.81 | 39.65% |
Ryan Gibbs Heritage Wealth Management, Inc. /CA/ | 30,177 | $2.47M | $3.25M | $771,016.21 | 31.16% |
Kyle Jones Pineridge Advisors LLC | 165 | $12,512.16 | $17,762.25 | $5,250.09 | 41.96% |
Darin Pilacinski True Vision MN LLC | 3,854 | $292,234.04 | $414,497.7 | $122,263.66 | 41.84% |
Nicholas Jeffries M3 Advisory Group, LLC | 2,121 | $203,506 | $228,325.65 | $24,819.65 | 12.2% |
| AFL Abound Financial LLC ABOUND FINANCIAL, LLC | 74 | $7,101 | $7,964.62 | $863.62 | 12.16% |
| DWM Diversify Wealth Management LLC DIVERSIFY WEALTH MANAGEMENT, LLC | 2,281 | $218,884.76 | $245,344.36 | $26,459.6 | 12.09% |
David A Rozenson Fairscale Capital, LLC | 9,533 | $801,343.98 | $1.03M | $223,882.5 | 27.94% |
Serena Grunenwald GEN Financial Management, INC. | 24,312 | $2.13M | $2.62M | $487,973.31 | 22.93% |
| CW Cathleen Wrisberg Convergence Financial, LLC | 548,826 | $48.36M | $59.03M | $10.67M | 22.07% |
Bryan Gort Quest 10 Wealth Builders, Inc. | 109 | $10,378.58 | $11,718.59 | $1,340.01 | 12.91% |