| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Amir Har-El Savvy Advisors, Inc. | 1,863 | $311,869.68 | $345,325.68 | $33,456 | 10.73% |
United Advisor Group LLC United Advisor Group, LLC | 3,112 | $384,887.4 | $588,572.56 | $203,685.16 | 52.92% |
Jeff Ramsey Quotient Wealth Partners, LLC | 1,520 | $263,020.51 | $287,454.8 | $24,434.29 | 9.29% |
Donald Hatcher Solutions 4 Wealth, Ltd | 2,824 | $488,665 | $523,654.32 | $34,989.32 | 7.16% |
| LHS Lori H. Snead MontVue Capital Management, Inc. | 5,156 | $622,557.87 | $957,546.54 | $334,988.67 | 53.81% |
Julie Beswick Advantage Trust Co | 3,615 | $427,156.76 | $678,065.55 | $250,908.79 | 58.74% |
Keisuke Ichihara Rakuten Securities, Inc. | 107 | $18,515.27 | $20,344.98 | $1,829.71 | 9.88% |
Andrea Butler Sequent Planning LLC | 2,437 | $315,675.97 | $458,448.44 | $142,772.47 | 45.23% |
Rob Dainard Hara Capital LLC | 126 | $16,602.6 | $23,771.79 | $7,169.19 | 43.18% |
KURT TRAULSEN EVOLUTION WEALTH MANAGEMENT INC. | 100 | $15,013 | $18,604 | $3,591 | 23.92% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 246 | $38,296.65 | $46,343.94 | $8,047.29 | 21.01% |
Marion Hebert CENTRAL VALLEY ADVISORS, LLC | 2,502 | $433,235.57 | $469,925.67 | $36,690.1 | 8.47% |
Focus Financial Network Inc. Focus Financial Network, Inc. | 5,510 | $682,179.48 | $1.05M | $363,425.67 | 53.27% |
James A. Slabaugh SEAMOUNT FINANCIAL GROUP INC | 26,520 | $3.13M | $4.95M | $1.82M | 58% |
Jennifer Milam Mustard Seed Financial, LLC | 1,484 | $254,679.92 | $274,591.94 | $19,912.02 | 7.82% |
Victory Financial Group LLC VICTORY FINANCIAL GROUP, LLC | 1,625 | $204,467.69 | $307,311.87 | $102,844.18 | 50.3% |
Alan Gilmore Private Wealth Management Group, LLC | 940 | $118,425.31 | $174,370 | $55,944.69 | 47.24% |
| RJ Rebecca Judd Pathstone Holdings, LLC | 59,534 | $7.34M | $11.04M | $3.7M | 50.45% |
Deanne Rosso ELEVATE WEALTH ADVISORY, INC | 77 | $9,511 | $14,450.2 | $4,939.2 | 51.93% |
Joe Hill ALLEN WEALTH MANAGEMENT, LLC | 100,242 | $12.41M | $18.59M | $6.18M | 49.79% |