| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
KURT TRAULSEN EVOLUTION WEALTH MANAGEMENT INC. | 18 | $3,764 | $4,250.88 | $486.88 | 12.94% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 2,094 | $412,308.95 | $521,133.78 | $108,824.83 | 26.39% |
Adam Colby Wealth Group Ltd | 17,388 | $2.85M | $4.11M | $1.26M | 44.03% |
Focus Financial Network Inc. Focus Financial Network, Inc. | 3,720 | $609,649.39 | $878,515.2 | $268,865.81 | 44.1% |
Jessica Riley Hale GC Wealth Management RIA, LLC | 1,234 | $253,957 | $291,421.44 | $37,464.44 | 14.75% |
Michael Herman Apollon Financial, LLC | 11,141 | $1.92M | $2.63M | $709,389.24 | 36.92% |
Jay David Franklin Clarity Capital Advisors, LLC | 3,594 | $641,116.6 | $848,759.04 | $207,642.44 | 32.39% |
Christopher Griffith Stablepoint Partners, LLC | 3,175 | $522,033.67 | $749,808 | $227,774.33 | 43.63% |
James A. Slabaugh SEAMOUNT FINANCIAL GROUP INC | 1,028 | $215,300.42 | $242,772.48 | $27,472.06 | 12.76% |
Jonathan Chatfield LM Advisors LLC | 2,916 | $670,670.62 | $725,704.92 | $55,034.3 | 8.21% |
| KL Kathryn Lutz Wiser Advisor Group LLC | 8 | $1,695.56 | $2,004.8 | $309.24 | 18.24% |
| RJ Rebecca Judd Pathstone Holdings, LLC | 35,237 | $6.2M | $8.77M | $2.57M | 41.37% |
| FTM F. Thomas Mosley Mosley Wealth Management | 1 | $209.34 | $236.16 | $26.82 | 12.81% |
| AIM Advyzon Investment Management LLC Advyzon Investment Management, LLC | 11,134 | $2.37M | $2.79M | $424,393.52 | 17.94% |
Tammy Trenta FF Advisors,LLC | 6,150 | $1.01M | $1.45M | $441,201.37 | 43.63% |
Drew Garner ARK & TLK INVESTMENTS, LLC | 2,853 | $591,067.4 | $673,764.48 | $82,697.08 | 13.99% |
Jeffrey Kikoler GOLDEN ROAD ADVISORS LLC | 5,007 | $874,413.36 | $1.24M | $364,018.02 | 41.63% |
Nicholas Jeffries M3 Advisory Group, LLC | 2,383 | $407,507.94 | $562,769.28 | $155,261.34 | 38.1% |
Mark Alan Zeigler II Foguth Wealth Management, LLC. | 2,404 | $537,688.64 | $567,728.64 | $30,040 | 5.59% |
Douglas E. Morisoli Fairman Group, LLC | 546 | $89,902.28 | $128,943.36 | $39,041.08 | 43.43% |