| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| DWM Diversify Wealth Management LLC DIVERSIFY WEALTH MANAGEMENT, LLC | 9,225 | $401,057 | $412,495.87 | $11,438.87 | 2.85% |
Nathan Edwards IMG Wealth Management, Inc. | 6,755 | $262,815 | $303,468.37 | $40,653.37 | 15.47% |
Chris Bulman Inc. Chris Bulman Inc | 6,393 | $241,110.72 | $285,862.99 | $44,752.27 | 18.56% |
Lifewealth Investments LLC LifeWealth Investments, LLC | 4,575 | $203,153 | $204,571.12 | $1,418.12 | 0.7% |
REAP Financial Group LLC REAP Financial Group LLC | 497 | $17,836.19 | $22,223.35 | $4,387.16 | 24.6% |
VestGen Advisors LLC VestGen Advisors LLC | 16,767 | $739,033.18 | $753,428.5 | $14,395.32 | 1.95% |
| DN Daniel Newman Noble Wealth Management PBC | 24,928 | $1.04M | $1.11M | $77,803.09 | 7.5% |
Wood Tarver Financial Group LLC Wood Tarver Financial Group LLC | 6,767 | $263,303.97 | $304,379.66 | $41,075.69 | 15.6% |
| QFW QTR Family Wealth LLC QTR Family Wealth LLC | 6,948 | $268,650.33 | $310,679.82 | $42,029.49 | 15.64% |