| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Timothy J. Videnka Forza Wealth Management LLC | 17,010 | $933,548.75 | $1.17M | $232,401.7 | 24.89% |
Steve Alexandrowski GEM Asset Management LLC | 3,093 | $216,152.78 | $210,231.21 | -$5,921.57 | -2.74% |
| RWA Rooted Wealth Advisors Inc. Rooted Wealth Advisors Inc. | 68,695 | $4.22M | $4.71M | $484,840.65 | 11.49% |
Andy Peters Goldstein Advisors LLC | 5,310 | $233,000 | $361,557.88 | $128,557.88 | 55.18% |
Robin Sherwood HTG Investment Advisors Inc. | 6,118 | $268,886.02 | $414,983.94 | $146,097.92 | 54.33% |
| AAL Avraham A. Levitan Glass Jacobson Investment Advisors LLC | 36,365 | $1.66M | $2.47M | $814,943.7 | 49.19% |
Justin Halverson Great Waters Wealth Management | 942,310 | $49.65M | $64.75M | $15.1M | 30.41% |
Kelly Christopher Significant Wealth Partners LLC | 4,611 | $250,977 | $313,409.67 | $62,432.67 | 24.88% |
Paul L. Moffat Arista Wealth Management LLC | 9,636 | $460,135.88 | $656,741.58 | $196,605.7 | 42.73% |
| THL Team Hewins LLC Team Hewins LLC | 917,911 | $40.47M | $62.3M | $21.83M | 53.94% |
Thomas J. Suttner McGlone Suttner Wealth Management Inc. | 10,183 | $566,758 | $697,993.73 | $131,235.73 | 23.16% |
Todd Schanel Core Wealth Management Inc. | 4,025 | $210,747.24 | $273,639.62 | $62,892.38 | 29.84% |
David Stevens Stevens Capital Partners | 7,251 | $452,825.09 | $497,563.62 | $44,738.53 | 9.88% |
Dana Anspach Sensible Money LLC | 1.09M | $54.06M | $74.11M | $20.05M | 37.08% |
Scott Highmark Mosaic Family Wealth Partners LLC | 505,941 | $24.71M | $34.39M | $9.68M | 39.19% |
Brendan G. Moody Watershed Private Wealth LLC | 114,095 | $5.36M | $7.76M | $2.39M | 44.64% |
Kyle Moore Quarry Hill Advisors LLC | 29,565 | $1.42M | $2M | $587,928.37 | 41.49% |
Daniel McGlinn Grey Fox Wealth Advisors LLC | 2,960 | $206,920 | $202,937.6 | -$3,982.4 | -1.92% |
Kevin King LEGACY FINANCIAL GROUP Inc. | 147,297 | $6.5M | $10.01M | $3.51M | 53.97% |
Lee McGowan Monument Group Wealth Advisors LLC | 8,311 | $436,164.44 | $564,940.22 | $128,775.78 | 29.52% |