| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 2 | $63.76 | $65.96 | $2.2 | 3.45% |
| DWM Diversify Wealth Management LLC DIVERSIFY WEALTH MANAGEMENT, LLC | 19,119 | $597,468.75 | $629,206.29 | $31,737.54 | 5.31% |
Smart Wealth LLC Smart Wealth LLC | 123,665 | $3.31M | $4M | $686,741.63 | 20.72% |
Jefferson H. West Legacy Investment Solutions LLC | 2,574 | $76,114 | $83,655 | $7,541 | 9.91% |
Legacy Wealth Managment LLC/ID Legacy Wealth Managment LLC/ID | 7,907 | $245,986.82 | $256,977.5 | $10,990.68 | 4.47% |
| LSL Legacy Solutions LLC Legacy Solutions LLC | 8,782 | $247,620.79 | $287,039.67 | $39,418.88 | 15.92% |
| DN Daniel Newman Noble Wealth Management PBC | 400 | $11,212 | $13,032 | $1,820 | 16.23% |
Grantvest Financial Group LLC Grantvest Financial Group LLC | 15,678 | $447,835.07 | $510,789.24 | $62,954.17 | 14.06% |
Topsail Wealth Management LLC Topsail Wealth Management LLC | 2,750 | $77,083 | $89,540 | $12,457 | 16.16% |
Winnow Wealth LLC Winnow Wealth LLC | 10,626 | $340,032 | $347,523.33 | $7,491.33 | 2.2% |