| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| JCM Jason C. Martin AllGen Financial Advisors Inc. | 406,207 | $14.73M | $17.24M | $2.51M | 17.02% |
| RBL Robert B. LaRue Owen LaRue LLC | 109,712 | $3.45M | $4.68M | $1.23M | 35.6% |
| VC Vickie Chrisman LMG Wealth Partners LLC | 271,192 | $8.25M | $11.56M | $3.32M | 40.23% |
Jeffrey Steele Silverlake Wealth Management LLC | 29,271 | $990,548.34 | $1.25M | $257,567.1 | 26% |
Leigha Shepard Midwest Financial Group LLC | 84,018 | $3.05M | $3.58M | $528,348.17 | 17.3% |
Beth Zilka Baron Wealth Management LLC | 748,975 | $25.86M | $31.94M | $6.08M | 23.51% |
Kelly F. Taylor Whitaker-Myers Wealth Managers Ltd. | 14,247 | $421,501.03 | $607,492.08 | $185,991.05 | 44.13% |
Alexandra Stickelman Root Financial Partners, LLC | 3,123 | $116,518.83 | $133,164.72 | $16,645.89 | 14.29% |
Joe-Ben O'Banion TITLEIST ASSET MANAGEMENT, LLC | 20,180 | $622,586.24 | $860,475.2 | $237,888.96 | 38.21% |
Katherine Stoner Empower Advisory Group, LLC | 19,522 | $673,416.89 | $832,418.08 | $159,001.19 | 23.61% |
Chad Tobin Slagle Financial, LLC | 48,255 | $1.63M | $2.06M | $426,548.85 | 26.15% |
Andrew Agosta Prosperity Financial Group, Inc. | 6,916 | $270,324.81 | $294,898.24 | $24,573.43 | 9.09% |
Christopher C. Powers Farther Finance Advisors, LLC | 628 | $24,422.92 | $26,777.92 | $2,355 | 9.64% |
Envestnet Portfolio Solutions Inc. Envestnet Portfolio Solutions, Inc. | 10,867 | $423,212.24 | $463,368.88 | $40,156.64 | 9.49% |
Amir Har-El Savvy Advisors, Inc. | 12,001 | $390,094.37 | $511,722.64 | $121,628.27 | 31.18% |
PETER KRUSSEL Southland Equity Partners LLC | 39,565 | $1.24M | $1.69M | $449,365.89 | 36.31% |
Jon Deven Mouton CAP Partners, LLC | 20,235 | $714,070.95 | $862,820.4 | $148,749.45 | 20.83% |
Joshua Stipcich Tidemark, LLC | 9,453 | $336,855.29 | $403,075.92 | $66,220.63 | 19.66% |
Andrea Butler Sequent Planning LLC | 119,799 | $4.49M | $5.11M | $621,840.56 | 13.86% |
Luke Bunch OxenFree Capital LLC | 34,169 | $1.13M | $1.46M | $331,064.46 | 29.4% |