| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Ed West Values First Advisors Inc. | 13,760 | $501,965.55 | $732,582.4 | $230,616.85 | 45.94% |
Allison Brooke Blake WorthPointe LLC | 36,901 | $1.67M | $1.98M | $313,658.5 | 18.83% |
Amanda Hawley Atria Wealth Solutions Inc. | 11,306 | $393,681.86 | $606,001.6 | $212,319.74 | 53.93% |
Adam Schwallier Schwallier Wealth Management LLC | 3,818 | $220,959 | $203,327.59 | -$17,631.41 | -7.98% |
| CAL Cresta Advisors Ltd. Cresta Advisors Ltd. | 5,000 | $206,650 | $266,150 | $59,500 | 28.79% |
| SMK Solomon M. Kilgroe Cyndeo Wealth Partners LLC | 10,273 | $463,589.31 | $543,903.98 | $80,314.67 | 17.32% |
David Kennon David Kennon Inc | 4,302 | $202,839.3 | $229,447.17 | $26,607.87 | 13.12% |
Victoria Latham Fiduciary Alliance LLC | 21,772 | $823,620.5 | $1.15M | $328,553.74 | 39.89% |
Jill Batley Gateway Wealth Partners LLC | 26,465 | $1.23M | $1.4M | $167,946.2 | 13.64% |
Vincent Incerto LaSalle St. Investment Advisors LLC | 11,501 | $442,411.41 | $610,185.55 | $167,774.14 | 37.92% |
Kelly F. Taylor Whitaker-Myers Wealth Managers Ltd. | 14,005 | $452,459.65 | $751,088.15 | $298,628.5 | 66% |
Katherine Stoner Empower Advisory Group, LLC | 3,780 | $218,786 | $200,132.1 | -$18,653.9 | -8.53% |
| ACL AIFG Consultants Ltd. AIFG Consultants Ltd. | 6,430 | $244,211.31 | $342,172.45 | $97,961.14 | 40.11% |
Christopher C. Powers Farther Finance Advisors, LLC | 11,849 | $567,637.08 | $636,054.32 | $68,417.24 | 12.05% |
Envestnet Portfolio Solutions Inc. Envestnet Portfolio Solutions, Inc. | 5,294 | $306,417 | $283,334.88 | -$23,082.12 | -7.53% |
Amir Har-El Savvy Advisors, Inc. | 6,473 | $245,899.6 | $344,719.61 | $98,820.01 | 40.19% |
Dane Grouell Turning Point Benefit Group, Inc. | 74,015 | $3.59M | $3.96M | $373,456.88 | 10.4% |
Curtis Burkholder Bare Financial Services, Inc | 166,570 | $6.47M | $8.93M | $2.45M | 37.9% |
Discipline Wealth Solutions LLC Discipline Wealth Solutions, LLC | 13,906 | $803,821.61 | $740,355.44 | -$63,466.17 | -7.9% |
Signal Advisors Wealth LLC Signal Advisors Wealth, LLC | 3,808 | $220,403.93 | $201,843.04 | -$18,560.89 | -8.42% |