| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Andrea Butler Sequent Planning LLC | 10,088 | $729,447.93 | $736,222.24 | $6,774.31 | 0.93% |
Jonathan Sard SARD WEALTH MANAGEMENT GROUP, LLC | 39,447 | $2.49M | $2.91M | $420,258.15 | 16.88% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 26,423 | $1.92M | $1.94M | $16,101 | 0.84% |
Signal Advisors Wealth LLC Signal Advisors Wealth, LLC | 3,166 | $232,559.49 | $232,036.14 | -$523.35 | -0.23% |
Focus Financial Network Inc. Focus Financial Network, Inc. | 43,786 | $2.78M | $3.24M | $455,736.7 | 16.39% |
Jessica Riley Hale GC Wealth Management RIA, LLC | 13,308 | $970,855.12 | $975,343.32 | $4,488.2 | 0.46% |
Michael Herman Apollon Financial, LLC | 6,554 | $419,528.49 | $478,310.92 | $58,782.43 | 14.01% |
James A. Slabaugh SEAMOUNT FINANCIAL GROUP INC | 18,762 | $1.22M | $1.38M | $151,665.07 | 12.4% |
Leslie D. Thompson Spectrum Wealth Counsel, LLC | 15 | $1,121 | $1,099.35 | -$21.65 | -1.93% |
David Novak Novak & Powell Financial Services, Inc. | 4,270 | $267,605.77 | $311,624.6 | $44,018.83 | 16.45% |
| RJ Rebecca Judd Pathstone Holdings, LLC | 11,573 | $759,338.16 | $853,045.83 | $93,707.67 | 12.34% |
Brian Distler Lakeridge Wealth Management LLC | 6,384 | $478,146 | $465,904.32 | -$12,241.68 | -2.56% |
Kyle Jones Pineridge Advisors LLC | 2,887 | $190,419.85 | $211,588.23 | $21,168.38 | 11.12% |
Michael Bailey MGB Wealth Management, LLC | 18,498 | $1.17M | $1.36M | $184,683.6 | 15.77% |
Robert Santos Arrowroot Family Office, LLC | 12,552 | $862,223.14 | $916,044.96 | $53,821.82 | 6.24% |
Ian Jameson American Capital Advisory, LLC | 12,160 | $781,742.2 | $896,678.4 | $114,936.2 | 14.7% |
David Maxey Heritage Family Offices, LLP | 3,249 | $211,031.62 | $237,112.02 | $26,080.4 | 12.36% |
Cynthia Schlanger Ashton Thomas Private Wealth, LLC | 18,987 | $1.2M | $1.4M | $195,184.16 | 16.21% |
Janice M. Powell Diversify Advisory Services, LLC | 17,819 | $1.38M | $1.31M | -$61,912.85 | -4.5% |
| MA Marie-Andree Alain Federation des caisses Desjardins du Quebec | 3,102 | $231,773.65 | $228,648.42 | -$3,125.23 | -1.35% |