| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Uptick Partners LLC UPTICK PARTNERS, LLC | 44,482 | $1.4M | $1.6M | $200,929.62 | 14.36% |
Andrea Butler Sequent Planning LLC | 148,608 | $4.23M | $5.38M | $1.15M | 27.18% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 99 | $3,234.38 | $3,568.95 | $334.57 | 10.34% |
Chandler te Velde Maia Wealth LLC | 42,578 | $1.37M | $1.5M | $128,585.45 | 9.4% |
Cynthia Schlanger Ashton Thomas Private Wealth, LLC | 3,920 | $123,323 | $137,827.2 | $14,504.2 | 11.76% |
Smart Wealth LLC Smart Wealth LLC | 77,903 | $1.93M | $2.79M | $867,057.33 | 45.02% |
Heather Scully NWF Advisory Services Inc. | 6,900 | $215,090.51 | $242,604 | $27,513.49 | 12.79% |
| LSL Legacy Solutions LLC Legacy Solutions LLC | 5,777 | $205,719 | $203,119.32 | -$2,599.68 | -1.26% |
Grantvest Financial Group LLC Grantvest Financial Group LLC | 34,550 | $935,429.04 | $1.24M | $307,679.96 | 32.89% |
Topsail Wealth Management LLC Topsail Wealth Management LLC | 1,907 | $57,679.24 | $68,747.35 | $11,068.11 | 19.19% |
Winnow Wealth LLC Winnow Wealth LLC | 10,244 | $327,808 | $360,179.04 | $32,371.04 | 9.87% |