| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Andrew T. Gardener Tanglewood Legacy Advisors LLC | 24,770 | $757,198.93 | $859,147.45 | $101,948.52 | 13.46% |
Christopher C. Powers Farther Finance Advisors, LLC | 5,022 | $169,619.97 | $174,263.4 | $4,643.43 | 2.74% |
Marion Hebert CENTRAL VALLEY ADVISORS, LLC | 10,351 | $336,496.47 | $359,541.98 | $23,045.51 | 6.85% |
Robert R Schulz Schulz Wealth, LTD. | 43,935 | $1.42M | $1.53M | $108,409.4 | 7.65% |
JOSEPH S. LUCEY SECURED RETIREMENT ADVISORS, LLC | 37,021 | $1.11M | $1.29M | $181,397.34 | 16.41% |
Sugar Maple Asset Management LLC Sugar Maple Asset Management, LLC | 35,137 | $1.08M | $1.22M | $141,298.61 | 13.12% |
Janice M. Powell Diversify Advisory Services, LLC | 20,895 | $707,923 | $725,265.45 | $17,342.45 | 2.45% |
| DWM Diversify Wealth Management LLC DIVERSIFY WEALTH MANAGEMENT, LLC | 20,895 | $697,266.62 | $725,265.45 | $27,998.83 | 4.02% |
Smart Wealth LLC Smart Wealth LLC | 37,185 | $1.15M | $1.29M | $145,021.59 | 12.66% |
Vantage Point Financial LLC Vantage Point Financial LLC | 9,815 | $305,158.59 | $340,924.02 | $35,765.43 | 11.72% |
Elizabeth Arce Sovran Advisors LLC | 183,027 | $6.2M | $6.33M | $133,265.97 | 2.15% |
| AJG Andrew J. Gilbert Keystone Financial Group Inc. | 2,001 | $59,590.85 | $69,634.8 | $10,043.95 | 16.85% |
Crux Wealth Advisors Crux Wealth Advisors | 17,808 | $551,290.23 | $618,560.88 | $67,270.65 | 12.2% |
| WBC William Bradley Clayton Sagespring Wealth Partners LLC | 108,936 | $3.34M | $3.77M | $430,333.02 | 12.9% |
Frank Tehel October Effect Ltd. | 16,623 | $539,582.73 | $576,901.21 | $37,318.48 | 6.92% |