| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Taylor Wagner Valued Wealth Advisors LLC | 8 | $490 | $486.16 | -$3.84 | -0.78% |
Harold Williams PRECEDENT WEALTH PARTNERS, LLC | 173,358 | $7.68M | $10.53M | $2.86M | 37.26% |
| SPI Stonebrook Private Inc. Stonebrook Private Inc. | 30,133 | $1.79M | $1.9M | $115,407.35 | 6.46% |
Joshua Stipcich Tidemark, LLC | 27 | $1,040.92 | $1,708.69 | $667.77 | 64.15% |
Andrea Butler Sequent Planning LLC | 25,741 | $1.32M | $1.62M | $301,937.97 | 22.83% |
KURT TRAULSEN EVOLUTION WEALTH MANAGEMENT INC. | 13,464 | $701,456.63 | $818,207.28 | $116,750.65 | 16.64% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 1,255 | $74,848.19 | $78,901.85 | $4,053.66 | 5.42% |
Linda J. Farinola OMNI 360 Wealth, Inc. | 24,815 | $1.46M | $1.51M | $49,582.75 | 3.4% |
Christian J. Cyr Cyr Financial Inc. | 266,804 | $13.13M | $16.21M | $3.08M | 23.5% |
Adam Colby Wealth Group Ltd | 3,545 | $217,060 | $215,429.65 | -$1,630.35 | -0.75% |
Chandler te Velde Maia Wealth LLC | 54,986 | $3.28M | $3.34M | $61,028.36 | 1.86% |
Signal Advisors Wealth LLC Signal Advisors Wealth, LLC | 38,670 | $2.18M | $2.35M | $167,014.27 | 7.65% |
Focus Financial Network Inc. Focus Financial Network, Inc. | 18,271 | $1.02M | $1.11M | $92,022.31 | 9.04% |
Leslie D. Thompson Spectrum Wealth Counsel, LLC | 1,837 | $77,393.1 | $111,634.49 | $34,241.39 | 44.24% |
David Novak Novak & Powell Financial Services, Inc. | 5,353 | $234,576.18 | $338,202.54 | $103,626.36 | 44.18% |
| RJ Rebecca Judd Pathstone Holdings, LLC | 5,170 | $272,777.99 | $325,037.9 | $52,259.91 | 19.16% |
| JP Joyce Provost AVISO WEALTH MANAGEMENT | 5,205 | $268,320.06 | $316,307.85 | $47,987.79 | 17.88% |
Ruth Thortvedt Financial Network Wealth Advisors LLC | 57 | $3,490 | $3,463.89 | -$26.11 | -0.75% |
| TWP Triad Wealth Partners LLC Triad Wealth Partners, LLC | 8,247 | $428,036.15 | $521,911.39 | $93,875.24 | 21.93% |
Jessica Vickery BlueChip Wealth Advisors LLC | 5,021 | $231,066.41 | $305,126.17 | $74,059.76 | 32.05% |