| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| PIL PFG Investments LLC PFG Investments LLC | 4,276 | $336,940.26 | $414,793.38 | $77,853.12 | 23.11% |
Kelly F. Taylor Whitaker-Myers Wealth Managers Ltd. | 2,818 | $220,027.07 | $273,726.43 | $53,699.36 | 24.41% |
Andrew Kirchner ELEVATION WEALTH PARTNERS, LLC | 487 | $37,258.75 | $47,241.43 | $9,982.68 | 26.79% |
Alexandra Stickelman Root Financial Partners, LLC | 871 | $77,545.1 | $84,491.35 | $6,946.25 | 8.96% |
Joe-Ben O'Banion TITLEIST ASSET MANAGEMENT, LLC | 30,136 | $1.92M | $2.92M | $999,869.1 | 51.98% |
Jane Bortnem Cherry Tree Wealth Management, LLC | 2,584 | $186,699.05 | $250,648 | $63,948.95 | 34.25% |
Rajiv Shah KINGSWOOD WEALTH ADVISORS, LLC | 70,172 | $6.24M | $6.81M | $567,703.7 | 9.1% |
Annmarie Young KPP Advisory Services LLC | 10,166 | $821,089.79 | $986,102 | $165,012.21 | 20.1% |
John Hayes LongView Wealth Management | 4,313 | $358,181.12 | $413,487.31 | $55,306.19 | 15.44% |
| SMR Stephen M Reiches Rappaport Reiches Capital Management, LLC | 3,391 | $204,681 | $328,927 | $124,246 | 60.7% |
John M Roach Waterway Wealth Management, LLC | 37,946 | $3.11M | $3.68M | $564,771.67 | 18.14% |
Christopher C. Powers Farther Finance Advisors, LLC | 78,907 | $7.06M | $7.56M | $508,145.55 | 7.2% |
Jesse Steele Etesian Wealth Advisors, Inc. | 30,979 | $2.56M | $3.01M | $446,148.37 | 17.43% |
Envestnet Portfolio Solutions Inc. Envestnet Portfolio Solutions, Inc. | 8,318 | $708,050.34 | $807,802.57 | $99,752.23 | 14.09% |
Kevin Bresler TD Waterhouse Canada Inc. | 9,390 | $818,551.27 | $911,628.15 | $93,076.88 | 11.37% |
| AK Alisha Kamadia United Community Bank | 7,849 | $673,931.13 | $762,255.63 | $88,324.5 | 13.11% |
Courtney Haddad Concurrent Investment Advisors, LLC | 272,557 | $20.4M | $26.47M | $6.06M | 29.72% |
James Rankin Modern Wealth Management, LLC | 322,088 | $27.04M | $31.28M | $4.24M | 15.68% |
Benj Foor Frazier Financial Advisors, LLC | 1,027 | $86,518 | $99,737.1 | $13,219.1 | 15.28% |
Amir Har-El Savvy Advisors, Inc. | 8,944 | $746,072.68 | $868,328.24 | $122,255.56 | 16.39% |