| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Jill Batley Gateway Wealth Partners LLC | 211,699 | $8.03M | $9.46M | $1.43M | 17.8% |
| RT Ruth Thortvedt Cravens & Co. Advisors LLC | 11,033 | $265,345.06 | $510,386.58 | $245,041.52 | 92.35% |
Ian Laterreur Ergawealth Advisors Inc. | 431,464 | $17.14M | $19.97M | $2.83M | 16.5% |
| PIL PFG Investments LLC PFG Investments LLC | 9,057 | $305,393.26 | $404,757.33 | $99,364.07 | 32.54% |
Alexandra Stickelman Root Financial Partners, LLC | 6,105 | $240,596.19 | $272,832.45 | $32,236.26 | 13.4% |
Benjamin J. Jones National Wealth Management Group, LLC | 7,283 | $166,944.19 | $325,477.27 | $158,533.08 | 94.96% |
Joe-Ben O'Banion TITLEIST ASSET MANAGEMENT, LLC | 22,312 | $858,843.96 | $997,123.28 | $138,279.32 | 16.1% |
Rajiv Shah KINGSWOOD WEALTH ADVISORS, LLC | 279,381 | $10.91M | $12.49M | $1.58M | 14.49% |
Annmarie Young KPP Advisory Services LLC | 50,377 | $2.02M | $2.25M | $235,769.72 | 11.7% |
Elizabeth Fleming Armstrong, Fleming & Moore, Inc | 49,626 | $1.85M | $2.22M | $366,992.61 | 19.83% |
John Hayes LongView Wealth Management | 60,815 | $2.16M | $2.72M | $553,312.77 | 25.56% |
Norden Group LLC NORDEN GROUP LLC | 51,600 | $1.79M | $2.31M | $512,129.45 | 28.55% |
Elliot Kallen Prosperity Wealth Management, Inc. | 11,542 | $459,766.61 | $515,811.98 | $56,045.37 | 12.19% |
Christopher C. Powers Farther Finance Advisors, LLC | 111,983 | $4.64M | $5M | $367,079.44 | 7.92% |
Envestnet Portfolio Solutions Inc. Envestnet Portfolio Solutions, Inc. | 219,232 | $7.12M | $9.8M | $2.67M | 37.56% |
Courtney Haddad Concurrent Investment Advisors, LLC | 130,684 | $5.15M | $5.84M | $687,248.3 | 13.34% |
Teresa Douberly Burford Brothers, Inc. | 370,125 | $11.82M | $16.54M | $4.72M | 39.93% |
Alan Rosenfield HARMONY ASSET MANAGEMENT LLC | 12,181 | $395,277.08 | $544,368.89 | $149,091.81 | 37.72% |
Amir Har-El Savvy Advisors, Inc. | 6,830 | $274,182.52 | $305,232.7 | $31,050.18 | 11.32% |
United Advisor Group LLC United Advisor Group, LLC | 11,314 | $392,420.54 | $505,622.66 | $113,202.12 | 28.85% |