| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Mark Weber DecisionMap Wealth Management, LLC | 2,129 | $181,426.46 | $235,084.18 | $53,657.72 | 29.58% |
James Rankin Modern Wealth Management, LLC | 2,029 | $191,354.87 | $230,129.18 | $38,774.31 | 20.26% |
| TJM Tyler J McMurray VISIONARY HORIZONS, LLC | 4,659 | $439,173.13 | $514,446.78 | $75,273.65 | 17.14% |
Amir Har-El Savvy Advisors, Inc. | 2,783 | $257,440.47 | $307,298.86 | $49,858.39 | 19.37% |
Jeff Ramsey Quotient Wealth Partners, LLC | 38,300 | $3.28M | $4.23M | $945,146.41 | 28.78% |
BRUCE G ALLEN Bruce G. Allen Investments, LLC | 20,075 | $1.49M | $2.22M | $729,676.73 | 49.07% |
Integrity Wealth Solutions LLC Integrity Wealth Solutions LLC | 5,480 | $467,363.87 | $605,101.6 | $137,737.73 | 29.47% |
Sarah Schmidt Wellington Wealth Strategies, LLC. | 2,728 | $221,650 | $301,225.76 | $79,575.76 | 35.9% |
Joshua Stipcich Tidemark, LLC | 4,073 | $384,706.63 | $460,126.81 | $75,420.18 | 19.6% |
Melissa Phillips EAGLE WEALTH STRATEGIES LLC | 5,231 | $492,190.03 | $577,607.02 | $85,416.99 | 17.35% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 47,256 | $3.61M | $5.34M | $1.73M | 47.9% |
Alan Gilmore Private Wealth Management Group, LLC | 1,218 | $93,262.35 | $134,491.56 | $41,229.21 | 44.21% |
| RJ Rebecca Judd Pathstone Holdings, LLC | 1.24M | $100.2M | $140.65M | $40.45M | 40.36% |
| AIM Advyzon Investment Management LLC Advyzon Investment Management, LLC | 2,648 | $241,253.19 | $300,336.16 | $59,082.97 | 24.49% |
Gintare Zubrute PROATHLETE WEALTH MANAGEMENT LLC | 694 | $57,282.49 | $76,631.48 | $19,348.99 | 33.78% |
D. Garet Strange Hobbs Group Advisors, LLC | 4,681 | $339,702.02 | $529,187.05 | $189,485.03 | 55.78% |
Jeffrey Kikoler GOLDEN ROAD ADVISORS LLC | 62,907 | $4.74M | $7.11M | $2.36M | 49.86% |
Nicholas Jeffries M3 Advisory Group, LLC | 19,416 | $1.41M | $2.14M | $732,838.47 | 51.93% |
Mark Alan Zeigler II Foguth Wealth Management, LLC. | 4,334 | $469,329 | $478,560.28 | $9,231.28 | 1.97% |
Robert Santos Arrowroot Family Office, LLC | 181,373 | $14.28M | $20.03M | $5.74M | 40.2% |