| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Timothy J. Videnka Forza Wealth Management LLC | 12,900 | $551,088 | $552,765 | $1,677 | 0.3% |
Andy Peters Goldstein Advisors LLC | 17,516 | $560,845.71 | $738,649.72 | $177,804.01 | 31.7% |
| AAL Avraham A. Levitan Glass Jacobson Investment Advisors LLC | 469 | $18,288.67 | $19,930.15 | $1,641.48 | 8.98% |
| JCM Jason C. Martin AllGen Financial Advisors Inc. | 414,857 | $15.1M | $17.62M | $2.52M | 16.7% |
Robert B. LaRue Owen LaRue LLC | 112,613 | $3.57M | $4.83M | $1.26M | 35.15% |
Vickie Chrisman LMG Wealth Partners LLC | 271,790 | $8.27M | $11.65M | $3.38M | 40.88% |
Jeffrey Steele Silverlake Wealth Management LLC | 31,853 | $1.1M | $1.36M | $254,174.6 | 23.09% |
Leigha Shepard Midwest Financial Group LLC | 133,463 | $5.17M | $5.67M | $503,113.9 | 9.74% |
Beth Zilka Baron Wealth Management LLC | 748,975 | $25.86M | $31.9M | $6.04M | 23.36% |
Kelly F. Taylor Whitaker-Myers Wealth Managers Ltd. | 14,246 | $421,474.33 | $608,020.7 | $186,546.37 | 44.26% |
Joe-Ben O'Banion TITLEIST ASSET MANAGEMENT, LLC | 20,457 | $634,403.33 | $868,604.22 | $234,200.89 | 36.92% |
Katherine Stoner Empower Advisory Group, LLC | 19,522 | $673,416.89 | $828,513.68 | $155,096.79 | 23.03% |
Chad Tobin Slagle Financial, LLC | 41,467 | $1.42M | $1.78M | $354,065.05 | 24.89% |
Andrew Agosta Prosperity Financial Group, Inc. | 7,476 | $294,248.03 | $320,458.74 | $26,210.71 | 8.91% |
Christopher C. Powers Farther Finance Advisors, LLC | 628 | $24,422.92 | $26,482.76 | $2,059.84 | 8.43% |
Envestnet Portfolio Solutions Inc. Envestnet Portfolio Solutions, Inc. | 20,950 | $853,958 | $890,375 | $36,417 | 4.26% |
Courtney Haddad Concurrent Investment Advisors, LLC | 17,557 | $750,036 | $746,874.78 | -$3,161.22 | -0.42% |
Amir Har-El Savvy Advisors, Inc. | 11,505 | $374,128.13 | $488,329.72 | $114,201.59 | 30.52% |
PETER KRUSSEL Southland Equity Partners LLC | 39,526 | $1.24M | $1.68M | $446,724.21 | 36.13% |
Jon Deven Mouton CAP Partners, LLC | 16,799 | $600,615.33 | $719,921.14 | $119,305.81 | 19.86% |