| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Christopher C. Powers Farther Finance Advisors, LLC | 122,216 | $7.25M | $7.86M | $610,927.73 | 8.43% |
Derek Ripp Austin Wealth Management, LLC | 160,147 | $8.45M | $10.28M | $1.83M | 21.61% |
Amir Har-El Savvy Advisors, Inc. | 3,505 | $229,928 | $224,740.6 | -$5,187.4 | -2.26% |
Setu Mazumdar Physician Wealth Solutions Inc. | 3,977 | $212,942.39 | $253,752.48 | $40,810.09 | 19.16% |
Kaitlyn Barnes Financial Architects, LLC | 4,710 | $252,197 | $298,425.6 | $46,228.6 | 18.33% |
Andy Bloom MB Generational Wealth, LLC | 71,940 | $3.42M | $4.61M | $1.19M | 34.69% |
Christopher Bradford PFC CAPITAL GROUP, INC. | 66,302 | $3.53M | $4.25M | $727,247.25 | 20.62% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 5 | $291.89 | $321.65 | $29.76 | 10.2% |
Susan Sharin Efficient Frontier Advisors LLC | 5,810 | $268,827.21 | $368,731.65 | $99,904.44 | 37.16% |
| RJ Rebecca Judd Pathstone Holdings, LLC | 300,914 | $14.44M | $19.36M | $4.93M | 34.11% |
Deanne Rosso ELEVATE WEALTH ADVISORY, INC | 48 | $2,249.73 | $3,080.64 | $830.91 | 36.93% |
Patrick Gaul Oceanside Advisors LLC | 96,076 | $4.53M | $6.15M | $1.62M | 35.87% |
| WL Wealthcollab LLC WealthCollab, LLC | 340 | $15,630.03 | $21,785.5 | $6,155.47 | 39.38% |
Brian Krause Cascade Financial Partners, LLC | 132,338 | $7.1M | $8.43M | $1.34M | 18.82% |
Daniel Andersen Parkshore Wealth Management, Inc. | 38,791 | $1.81M | $2.49M | $682,932.97 | 37.79% |
Wesley W. Melbrod M Wealth Management, LLC | 12,522 | $821,432.83 | $798,152.28 | -$23,280.55 | -2.83% |
Kings Path Partners LLC Kings Path Partners LLC | 399 | $20,015.26 | $25,416.3 | $5,401.04 | 26.98% |
Ariadne Wealth Management Ariadne Wealth Management, LP | 6,727 | $314,995.68 | $428,610.8 | $113,615.12 | 36.07% |
FMB Wealth Management FMB Wealth Management | 5,490 | $224,980 | $352,403.1 | $127,423.1 | 56.64% |
Jason Lina Golden Bell Financial Planning LLC | 126,665 | $5.85M | $8.04M | $2.19M | 37.4% |