| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Jeff Ameen Spire Wealth Management | 1,106 | $89,154.66 | $103,278.28 | $14,123.62 | 15.84% |
Drew Waldron Canvas Wealth Advisors LLC | 4,421 | $286,757.07 | $412,435.09 | $125,678.02 | 43.83% |
Carrie Delgott Wescott Financial Advisory Group LLC | 3,484 | $230,171 | $326,677.26 | $96,506.26 | 41.93% |
Jeffery Yorg Focus Partners Advisor Solutions LLC | 642,722 | $52.17M | $59.93M | $7.77M | 14.88% |
Bethany Wagner Level Financial Advisors | 6,342 | $430,989.39 | $591,296.37 | $160,306.98 | 37.2% |
Joseph Castro Nuveen LLC | 26,945 | $2.46M | $2.5M | $38,530.8 | 1.57% |
| XPN XY Planning Network Inc. XY Planning Network Inc. | 2,311 | $209,007 | $215,685.63 | $6,678.63 | 3.2% |
Kimberly Cappellano Private Wealth Asset Management LLC | 2,145 | $139,875 | $199,592.25 | $59,717.25 | 42.69% |
Larry Herold Herold Advisors Inc. | 41,231 | $2.87M | $3.85M | $979,064.48 | 34.09% |
| ED Eric Duncan NorthCrest Asset Manangement LLC | 29,682 | $2.06M | $2.76M | $700,951.29 | 34.01% |
David Spratt Badgley Phelps Wealth Managers LLC | 2,655 | $201,169.35 | $247,791.15 | $46,621.8 | 23.18% |
| LR Lisa Rolon Fifth Third Wealth Advisors LLC | 67,114 | $5.82M | $6.25M | $432,351.27 | 7.43% |
Bradley W. Clark Paladin Advisory Group LLC | 61,741 | $3.72M | $5.77M | $2.05M | 55.15% |
| KMT Kirk M. Tokheim Ameritas Advisory Services LLC | 4,019 | $366,572.99 | $375,294.22 | $8,721.23 | 2.38% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 19 | $1,744.2 | $1,760.16 | $15.96 | 0.92% |
Brandon Collier Collier Financial | 550 | $50,196 | $51,650.5 | $1,454.5 | 2.9% |
| JPM Justin P. Mason Keb Asset Management LLC | 39,856 | $2.86M | $3.74M | $882,109.43 | 30.87% |
Lynn A. Jackson Dopkins Wealth Management LLC | 37,151 | $2.47M | $3.46M | $995,191.75 | 40.33% |
Dominic Corabi Wedmont Private Capital | 24,732 | $1.5M | $2.3M | $808,903.69 | 54.08% |
Craig Kurth PCG Wealth Advisors LLC | 100,617 | $7.27M | $9.44M | $2.17M | 29.82% |