| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| BZ Brandon Zatopek Commonwealth Equity Services LLC | 45,913 | $3.76M | $3.55M | -$205,351.26 | -5.47% |
Jeffery Yorg Focus Partners Advisor Solutions LLC | 9,056 | $631,258.26 | $679,725.24 | $48,466.98 | 7.68% |
Bethany Wagner Level Financial Advisors | 6,174 | $292,512.54 | $463,408.09 | $170,895.55 | 58.42% |
| AWM Accurate Wealth Management LLC Accurate Wealth Management LLC | 21,222 | $1.49M | $1.59M | $98,319.3 | 6.58% |
Adam J. Peck Riverwater Partners LLC | 120,275 | $6.9M | $9.46M | $2.57M | 37.21% |
Bobby Adusumilli SJS Investment Consulting Inc. | 354 | $23,540.18 | $26,570.53 | $3,030.35 | 12.87% |
Penny A. Phillips Journey Strategic Wealth LLC | 15,587 | $850,885.13 | $1.17M | $319,043.9 | 37.5% |
W. Travis McKinney HB Wealth Management LLC | 4,987 | $256,232.06 | $374,314.24 | $118,082.18 | 46.08% |
Thomas Mason Mason & Associates Inc. | 16,854 | $1.13M | $1.27M | $130,761.07 | 11.53% |
| HFA Highland Financial Advisors LLC Highland Financial Advisors LLC | 30,967 | $1.7M | $2.32M | $622,040.95 | 36.54% |
Mark Mowrey Signature Resources Capital Management LLC | 2,136 | $134,344.81 | $160,323.89 | $25,979.08 | 19.34% |
Mariana Coli Dunhill Financial LLC | 6,796 | $475,381.44 | $526,417.48 | $51,036.04 | 10.74% |
| THL Team Hewins LLC Team Hewins LLC | 6,755 | $344,066.8 | $507,016.78 | $162,949.98 | 47.36% |
Kevin Kroskey True Wealth Design LLC | 2,546 | $127,381.93 | $191,097.67 | $63,715.74 | 50.02% |
Brian Lawrence North Ridge Wealth Advisors Inc. | 1,365 | $80,036 | $102,454.17 | $22,418.17 | 28.01% |
Andrew Kirchner ELEVATION WEALTH PARTNERS, LLC | 384 | $19,953.07 | $28,822.27 | $8,869.2 | 44.45% |
Able Financial Group LLC ABLE Financial Group, LLC | 3,927 | $232,900.19 | $294,752.76 | $61,852.57 | 26.56% |
Carrie Miller Trellis Wealth Advisors LLC | 8,552 | $410,403.09 | $641,896.01 | $231,492.92 | 56.41% |
Christopher C. Powers Farther Finance Advisors, LLC | 1,569 | $128,401 | $117,863.28 | -$10,537.72 | -8.21% |
Andy Bloom MB Generational Wealth, LLC | 6,208 | $394,625.38 | $465,960.06 | $71,334.68 | 18.08% |