| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Jade Eagles WEALTHGARDEN F.S. LLC | 8,394 | $756,283 | $717,099.42 | -$39,183.58 | -5.18% |
| AFL Abound Financial LLC ABOUND FINANCIAL, LLC | 3,322 | $249,782 | $280,576.12 | $30,794.12 | 12.33% |
Jay Kasting Landing Point Financial Group, LLC | 78,257 | $7.05M | $6.63M | -$418,675.25 | -5.94% |
Hager Investment Management Services LLC HAGER INVESTMENT MANAGEMENT SERVICES, LLC | 3,742 | $250,826.05 | $316,049.32 | $65,223.27 | 26% |
Dodd Disler Sagace Wealth Management LLC | 20,291 | $1.42M | $1.71M | $293,081.36 | 20.62% |
Kara Lilian Lynx Investment Advisory | 140,854 | $9.45M | $12.03M | $2.58M | 27.35% |
| LCB Lawrence C. Busch Sage Capital Management, LLC | 17,078 | $923,584.24 | $1.46M | $535,389.3 | 57.97% |
| DWM Diversify Wealth Management LLC DIVERSIFY WEALTH MANAGEMENT, LLC | 21,616 | $1.59M | $1.83M | $239,356.45 | 15.08% |
Craig Small Symphony Financial Services, Inc. | 11,447 | $748,805.64 | $970,133.25 | $221,327.61 | 29.56% |
Matthew Richmond Richmond Investment Services, LLC | 9,613 | $691,524.06 | $811,913.98 | $120,389.92 | 17.41% |
Nathan Edwards IMG Wealth Management, Inc. | 111 | $7,440 | $9,375.06 | $1,935.06 | 26.01% |
Rana Choubah Meridian Financial Advisors, LLC | 28,116 | $1.69M | $2.4M | $714,987.91 | 42.38% |
| CW Cathleen Wrisberg Convergence Financial, LLC | 112,754 | $9.31M | $9.63M | $319,961.33 | 3.44% |
Jackie Berry Hershey Financial Advisers, LLC | 23,744 | $1.78M | $2.01M | $223,253.86 | 12.52% |
Teresa Coleman Creekside Partners | 2,960 | $210,911 | $252,872.8 | $41,961.8 | 19.9% |
Paul V. Ryan Jr FLAGSHIP WEALTH ADVISORS, LLC | 8,906 | $634,642 | $752,200.76 | $117,558.76 | 18.52% |
David Levy Diversified Enterprises LLC | 4,131 | $277,902.53 | $348,904.26 | $71,001.73 | 25.55% |
| 5WL 5T Wealth LLC 5T Wealth LLC | 14,539 | $982,090.85 | $1.23M | $245,873.09 | 25.04% |
| NRI NFP Retirement Inc. NFP Retirement Inc. | 100,898 | $5.2M | $8.52M | $3.32M | 63.88% |
Bryan Buchert Kera Capital Partners Inc. | 12,891 | $864,084 | $1.09M | $224,689.86 | 26% |