| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Bradley H. Owens LJI Wealth Management, LLC | 6,328 | $645,337.39 | $766,827.04 | $121,489.65 | 18.83% |
Carrie Miller Trellis Wealth Advisors LLC | 3,929 | $382,606.69 | $471,558.58 | $88,951.89 | 23.25% |
Annmarie Young KPP Advisory Services LLC | 82,540 | $8.38M | $9.93M | $1.54M | 18.4% |
John Hayes LongView Wealth Management | 2,928 | $346,279.86 | $353,453.52 | $7,173.66 | 2.07% |
Andrew Agosta Prosperity Financial Group, Inc. | 11,964 | $1.33M | $1.45M | $120,419.48 | 9.05% |
Denise Reinert CGC Financial Services, LLC | 13,475 | $1.31M | $1.62M | $310,951.57 | 23.72% |
Christopher C. Powers Farther Finance Advisors, LLC | 679,855 | $70.71M | $81.03M | $10.32M | 14.59% |
Anthony Moeller MN Wealth Advisors, LLC | 9,553 | $945,719.54 | $1.16M | $216,116.32 | 22.85% |
Equita Financial Network Inc. Equita Financial Network, Inc. | 42,731 | $3.67M | $5.14M | $1.47M | 40.03% |
Jeremy Intihar TIAA TRUST, NATIONAL ASSOCIATION | 60,837 | $6.06M | $7.32M | $1.27M | 20.89% |
Jesse Steele Etesian Wealth Advisors, Inc. | 26,417 | $2.22M | $3.21M | $989,967.92 | 44.51% |
NICOLE MARTIN Arlington Trust Co LLC | 1,145 | $142,850 | $137,411.45 | -$5,438.55 | -3.81% |
Envestnet Portfolio Solutions Inc. Envestnet Portfolio Solutions, Inc. | 545,414 | $50.09M | $65.59M | $15.5M | 30.94% |
| MR Maximiliaan Rijkenberg SAPIENT CAPITAL LLC | 1,870 | $206,578.72 | $224,755.3 | $18,176.58 | 8.8% |
| KS Kristi Shields ROGCO, LP | 305 | $31,104 | $36,912.93 | $5,808.93 | 18.68% |
Stacey Cheek Wheelhouse Advisory Group LLC | 162,813 | $17.99M | $19.53M | $1.54M | 8.57% |
Kevin Bresler TD Waterhouse Canada Inc. | 3,042 | $309,276.13 | $366,378.48 | $57,102.35 | 18.46% |
Brian Glenn Premier Path Wealth Partners, LLC | 38,041 | $3.78M | $4.57M | $794,854.08 | 21.03% |
Courtney Haddad Concurrent Investment Advisors, LLC | 220,331 | $22.53M | $26.54M | $4.01M | 17.8% |
Mark Petersen Prosperitas Financial LLC | 3,324 | $323,978.03 | $400,043.4 | $76,065.37 | 23.48% |