| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 5,853 | $243,426.27 | $260,956 | $17,529.73 | 7.2% |
| GC Gregory Clinton KRAEMATON INVESTMENT ADVISORS Inc. | 47,795 | $1.72M | $2.13M | $415,816.5 | 24.24% |
| EM Erin Mccann Simplicity Wealth LLC | 5,739 | $239,218.78 | $256,045.48 | $16,826.7 | 7.03% |
Kristofer Gray Integrity Financial Corp. /WA | 5,273 | $163,041.16 | $235,254.89 | $72,213.73 | 44.29% |
| MFA Millington Financial Advisors LLC Millington Financial Advisors LLC | 16,521 | $649,752.79 | $737,084.41 | $87,331.62 | 13.44% |
| TT Tu Tran Crosspoint Financial LLC | 7,660 | $319,843.38 | $341,750.9 | $21,907.52 | 6.85% |
Christoph Von Dem Bussche Financial Guidance Group Inc. | 8,200 | $241,162 | $365,884 | $124,722 | 51.72% |
BRASS TAX WEALTH MANAGEMENT Inc. BRASS TAX WEALTH MANAGEMENT, INC | 12,093 | $463,963.35 | $539,650.12 | $75,686.77 | 16.31% |
David Vollmer PFS Partners, LLC | 7,349 | $296,710.39 | $327,949.12 | $31,238.73 | 10.53% |
Uptick Partners LLC UPTICK PARTNERS, LLC | 18,795 | $674,509.06 | $838,726.87 | $164,217.81 | 24.35% |
Andrea Butler Sequent Planning LLC | 14,131 | $543,933.83 | $630,595.87 | $86,662.04 | 15.93% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 405 | $16,715 | $18,067.05 | $1,352.05 | 8.09% |
| CPA Clear Point Advisors Inc. Clear Point Advisors Inc. | 21,637 | $778,556.9 | $965,551.12 | $186,994.22 | 24.02% |
Signal Advisors Wealth LLC Signal Advisors Wealth, LLC | 13,356 | $559,405 | $595,877.94 | $36,472.94 | 6.52% |
Cynthia Schlanger Ashton Thomas Private Wealth, LLC | 2,412 | $101,025 | $107,587.26 | $6,562.26 | 6.5% |
Jade Eagles WEALTHGARDEN F.S. LLC | 5,959 | $248,621.02 | $265,801.19 | $17,180.17 | 6.91% |
| DWM Diversify Wealth Management LLC DIVERSIFY WEALTH MANAGEMENT, LLC | 9,225 | $401,057 | $411,481.12 | $10,424.12 | 2.6% |
Nathan Edwards IMG Wealth Management, Inc. | 6,755 | $262,815 | $301,306.77 | $38,491.77 | 14.65% |
Chris Bulman Inc. Chris Bulman Inc | 6,698 | $252,613.74 | $298,764.29 | $46,150.55 | 18.27% |
Lifewealth Investments LLC LifeWealth Investments, LLC | 4,575 | $203,153 | $204,090.75 | $937.75 | 0.46% |