| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| CWL Channel Wealth LLC Channel Wealth LLC | 10,960 | $527,445.24 | $773,885.6 | $246,440.36 | 46.72% |
Bluestem Wealth Partners LLC BlueStem Wealth Partners, LLC | 16,820 | $976,361.88 | $1.19M | $212,643.92 | 21.78% |
Benjamin J. Jones National Wealth Management Group, LLC | 29,804 | $1.69M | $2.1M | $414,584.87 | 24.59% |
Joe-Ben O'Banion TITLEIST ASSET MANAGEMENT, LLC | 23,417 | $1.41M | $1.65M | $237,455.01 | 16.82% |
Eugene Donato KENNEDY INVESTMENT GROUP | 3,273 | $180,408.48 | $230,877.42 | $50,468.94 | 27.97% |
Courtney Holt Compound Planning, Inc. | 279,729 | $15.6M | $19.61M | $4.01M | 25.7% |
Katherine Stoner Empower Advisory Group, LLC | 3,497 | $218,700.58 | $245,594.31 | $26,893.73 | 12.3% |
Nemes Rush Group LLC Nemes Rush Group LLC | 240 | $13,793 | $16,856.4 | $3,063.4 | 22.21% |
| PSF Prairie Sky Financial Group LLC Prairie Sky Financial Group LLC | 46,849 | $2.38M | $3.29M | $905,413.04 | 38.04% |
Jane Bortnem Cherry Tree Wealth Management, LLC | 152 | $8,282.52 | $10,690.16 | $2,407.64 | 29.07% |
Rajiv Shah KINGSWOOD WEALTH ADVISORS, LLC | 10,835 | $643,109.21 | $759,858.55 | $116,749.34 | 18.15% |
Annmarie Young KPP Advisory Services LLC | 3,720 | $212,048.19 | $261,962.4 | $49,914.21 | 23.54% |
| MWS MFA Wealth Services MFA Wealth Services | 3,218 | $176,218.77 | $226,852.91 | $50,634.14 | 28.73% |
Dan Stevenson MIDLAND WEALTH ADVISORS LLC | 9,671 | $557,496.74 | $682,579.18 | $125,082.44 | 22.44% |
Christopher C. Powers Farther Finance Advisors, LLC | 60,433 | $3.51M | $4.19M | $677,141.32 | 19.27% |
ANDREW J. BARFOOT Madison Park Capital Advisors, LLC | 4,985 | $288,616.41 | $349,548.2 | $60,931.79 | 21.11% |
Jon Greer GSG Advisors LLC | 9,204 | $459,999.71 | $649,250.16 | $189,250.45 | 41.14% |
Kristy DeJarnette Financial Security Advisor, Inc. | 323,644 | $18.71M | $22.84M | $4.13M | 22.08% |
NICOLE MARTIN Arlington Trust Co LLC | 1,280 | $70,528.25 | $89,984 | $19,455.75 | 27.59% |
Envestnet Portfolio Solutions Inc. Envestnet Portfolio Solutions, Inc. | 14,736 | $806,942.69 | $1.04M | $228,261.31 | 28.29% |