| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Rana Choubah Meridian Financial Advisors, LLC | 1,800 | $259,288 | $280,674 | $21,386 | 8.25% |
| CW Cathleen Wrisberg Convergence Financial, LLC | 4,838 | $825,279.41 | $756,639.01 | -$68,640.4 | -8.32% |
Bryan Gort Quest 10 Wealth Builders, Inc. | 135 | $15,489 | $21,071.47 | $5,582.47 | 36.04% |
David Levy Diversified Enterprises LLC | 23,870 | $2.75M | $3.72M | $971,785.73 | 35.32% |
| NRI NFP Retirement Inc. NFP Retirement Inc. | 2,850 | $423,523.84 | $445,113 | $21,589.16 | 5.1% |
| MWA Merkkuri Wealth Advisors LLC Merkkuri Wealth Advisors LLC | 1,153 | $191,026.6 | $177,734.95 | -$13,291.65 | -6.96% |
Wealth Watch Advisors Inc. Wealth Watch Advisors Inc. | 4,667 | $824,426 | $724,925.11 | -$99,500.89 | -12.07% |
Cathy Pareto Cathy Pareto & Associates Inc. | 1,636 | $255,440.43 | $254,119.88 | -$1,320.55 | -0.52% |
REAP Financial Group LLC REAP Financial Group LLC | 628 | $90,195.51 | $97,946.02 | $7,750.51 | 8.59% |
| PWP Prasad Wealth Partners LLC Prasad Wealth Partners LLC | 1,853 | $212,594.68 | $291,986.47 | $79,391.79 | 37.34% |
Allyson Mickool Florida Financial Advisors LLC | 4,621 | $723,123.49 | $720,968.42 | -$2,155.07 | -0.3% |
Scott Arwin Ring Mountain Capital LLC | 5,968 | $927,749.18 | $923,458.48 | -$4,290.7 | -0.46% |
Elizabeth Arce Sovran Advisors LLC | 14,630 | $1.78M | $2.28M | $509,412.78 | 28.69% |
Nova Wealth Management Inc. Nova Wealth Management Inc. | 8,890 | $1.16M | $1.39M | $224,402.69 | 19.28% |
| ARH Alex R. Hansen Arrien Investments Inc. | 1,832 | $279,144.52 | $286,726.32 | $7,581.8 | 2.72% |
| IAL IFC Advisors LLC IFC Advisors LLC | 1,724 | $197,794.3 | $272,202.36 | $74,408.06 | 37.62% |
| RRR Ryan Robert Robaugh Hickory Asset Management Inc. | 2,171 | $249,053.54 | $335,007.01 | $85,953.47 | 34.51% |
| ASB Albert Sidney Browning Integras Partners LLC | 1,997 | $352,770 | $309,045.73 | -$43,724.27 | -12.39% |
| KH Kristine Harrell Uniting Wealth Partners LLC | 40,283 | $4.73M | $6.31M | $1.58M | 33.44% |
Rossby Financial LLC Rossby Financial LLC | 58 | $9,889.59 | $9,009.14 | -$880.45 | -8.9% |