| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Amir Har-El Savvy Advisors, Inc. | 98,864 | $6.05M | $6.3M | $251,097.28 | 4.15% |
United Advisor Group LLC United Advisor Group, LLC | 15,402 | $767,639.06 | $971,404.14 | $203,765.08 | 26.54% |
Uptick Partners LLC UPTICK PARTNERS, LLC | 5,910 | $222,916.36 | $374,487.15 | $151,570.79 | 67.99% |
Oxford Wealth Group LLC Oxford Wealth Group, LLC | 33,955 | $2.01M | $2.17M | $152,292.42 | 7.57% |
Taylor Wagner Valued Wealth Advisors LLC | 8 | $490 | $504.08 | $14.08 | 2.87% |
Harold Williams PRECEDENT WEALTH PARTNERS, LLC | 173,358 | $7.68M | $11.03M | $3.35M | 43.7% |
| SPI Stonebrook Private Inc. Stonebrook Private Inc. | 30,133 | $1.79M | $1.91M | $125,351.24 | 7.02% |
Joshua Stipcich Tidemark, LLC | 27 | $1,040.92 | $1,723.27 | $682.35 | 65.55% |
Andrea Butler Sequent Planning LLC | 25,741 | $1.32M | $1.63M | $310,432.5 | 23.47% |
KURT TRAULSEN EVOLUTION WEALTH MANAGEMENT INC. | 13,464 | $701,456.63 | $859,070.52 | $157,613.89 | 22.47% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 1,255 | $74,848.19 | $80,269.8 | $5,421.61 | 7.24% |
Linda J. Farinola OMNI 360 Wealth, Inc. | 23,901 | $1.41M | $1.52M | $117,120.2 | 8.33% |
Christian J. Cyr Cyr Financial Inc. | 266,804 | $13.13M | $17.01M | $3.88M | 29.58% |
Adam Colby Wealth Group Ltd | 5,985 | $373,829.9 | $379,838.02 | $6,008.12 | 1.61% |
Chandler te Velde Maia Wealth LLC | 54,986 | $3.28M | $3.48M | $202,892.24 | 6.18% |
Signal Advisors Wealth LLC Signal Advisors Wealth, LLC | 56,145 | $3.29M | $3.55M | $255,249.59 | 7.76% |
Focus Financial Network Inc. Focus Financial Network, Inc. | 14,382 | $815,688.89 | $903,621.06 | $87,932.17 | 10.78% |
Leslie D. Thompson Spectrum Wealth Counsel, LLC | 1,837 | $77,393.1 | $116,291.28 | $38,898.18 | 50.26% |
David Novak Novak & Powell Financial Services, Inc. | 5,353 | $234,576.18 | $341,762.28 | $107,186.1 | 45.69% |
| RJ Rebecca Judd Pathstone Holdings, LLC | 5,170 | $272,777.99 | $330,259.6 | $57,481.61 | 21.07% |