| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| BZ Brandon Zatopek Commonwealth Equity Services LLC | 45,913 | $3.76M | $3.51M | -$244,785.94 | -6.51% |
Jeffery Yorg Focus Partners Advisor Solutions LLC | 9,056 | $631,258.26 | $684,452.48 | $53,194.22 | 8.43% |
Bethany Wagner Level Financial Advisors | 6,176 | $292,670.76 | $466,782.08 | $174,111.32 | 59.49% |
| AWM Accurate Wealth Management LLC Accurate Wealth Management LLC | 21,222 | $1.49M | $1.6M | $102,818.39 | 6.88% |
Adam J. Peck Riverwater Partners LLC | 120,275 | $6.9M | $9.05M | $2.16M | 31.3% |
Bobby Adusumilli SJS Investment Consulting Inc. | 391 | $26,514.5 | $29,645.62 | $3,131.12 | 11.81% |
Penny A. Phillips Journey Strategic Wealth LLC | 15,587 | $850,885.13 | $1.16M | $312,372.68 | 36.71% |
W. Travis McKinney HB Wealth Management LLC | 4,987 | $256,232.06 | $378,114.34 | $121,882.28 | 47.57% |
Thomas Mason Mason & Associates Inc. | 16,854 | $1.13M | $1.27M | $134,334.13 | 11.84% |
| HFA Highland Financial Advisors LLC Highland Financial Advisors LLC | 30,967 | $1.7M | $2.34M | $637,276.74 | 37.44% |
Mark Mowrey Signature Resources Capital Management LLC | 2,136 | $134,344.81 | $160,776.72 | $26,431.91 | 19.67% |
Mariana Coli Dunhill Financial LLC | 6,796 | $475,381.44 | $515,272.72 | $39,891.28 | 8.39% |
| THL Team Hewins LLC Team Hewins LLC | 6,755 | $344,066.8 | $504,125.65 | $160,058.85 | 46.52% |
Kevin Kroskey True Wealth Design LLC | 3,719 | $220,453.63 | $281,974.58 | $61,520.95 | 27.91% |
Brian Lawrence North Ridge Wealth Advisors Inc. | 1,365 | $80,036 | $102,743.55 | $22,707.55 | 28.37% |
Andrew Kirchner ELEVATION WEALTH PARTNERS, LLC | 387 | $20,190.14 | $29,249.46 | $9,059.32 | 44.87% |
Able Financial Group LLC ABLE Financial Group, LLC | 3,717 | $220,588.06 | $279,778.59 | $59,190.53 | 26.83% |
Carrie Miller Trellis Wealth Advisors LLC | 8,552 | $410,403.09 | $644,222.16 | $233,819.07 | 56.97% |
Christopher C. Powers Farther Finance Advisors, LLC | 1,569 | $128,401 | $120,036.34 | -$8,364.66 | -6.51% |
Andy Bloom MB Generational Wealth, LLC | 6,208 | $394,625.38 | $469,014.4 | $74,389.02 | 18.85% |