| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Joyce A. Kruzan Kaydan Wealth Management Inc. | 8,592 | $576,661.43 | $846,913.44 | $270,252.01 | 46.86% |
| THL Team Hewins LLC Team Hewins LLC | 7,128 | $586,849.26 | $702,606.96 | $115,757.7 | 19.73% |
Scott Highmark Mosaic Family Wealth Partners LLC | 110,430 | $10.1M | $11.08M | $982,056.18 | 9.73% |
Jill Batley Gateway Wealth Partners LLC | 10,836 | $962,803.82 | $1.07M | $105,300.7 | 10.94% |
Brett Carleton Heritage Wealth Management Inc./Texas | 5,349 | $394,178.62 | $538,430.34 | $144,251.72 | 36.6% |
Andrew Brady Brady Family Wealth LLC | 2,617 | $205,591.72 | $257,957.69 | $52,365.97 | 25.47% |
| PIL PFG Investments LLC PFG Investments LLC | 9,276 | $590,358.57 | $914,335.32 | $323,976.75 | 54.88% |
Jane Bortnem Cherry Tree Wealth Management, LLC | 3,233 | $205,619.14 | $318,676.81 | $113,057.67 | 54.98% |
Rajiv Shah KINGSWOOD WEALTH ADVISORS, LLC | 51,463 | $3.86M | $5.07M | $1.22M | 31.51% |
Annmarie Young KPP Advisory Services LLC | 17,873 | $1.44M | $1.76M | $326,306.1 | 22.73% |
Dan Stevenson MIDLAND WEALTH ADVISORS LLC | 5,165 | $342,852.45 | $509,114.05 | $166,261.6 | 48.49% |
Elliot Kallen Prosperity Wealth Management, Inc. | 2,525 | $219,802.09 | $248,889.25 | $29,087.16 | 13.23% |
John M Roach Waterway Wealth Management, LLC | 655,697 | $47.57M | $64.63M | $17.06M | 35.85% |
Christopher C. Powers Farther Finance Advisors, LLC | 23,352 | $2.01M | $2.3M | $293,257.82 | 14.6% |
Jon Greer GSG Advisors LLC | 19,307 | $1.72M | $1.95M | $228,533.92 | 13.25% |
Jesse Steele Etesian Wealth Advisors, Inc. | 52,179 | $4.37M | $5.14M | $774,620.01 | 17.73% |
Kevin Bresler TD Waterhouse Canada Inc. | 700 | $67,487 | $68,999 | $1,512 | 2.24% |
Courtney Haddad Concurrent Investment Advisors, LLC | 110,950 | $9.33M | $10.94M | $1.61M | 17.24% |
James Rankin Modern Wealth Management, LLC | 6,836 | $570,810.53 | $694,264.16 | $123,453.63 | 21.63% |
Benj Foor Frazier Financial Advisors, LLC | 5,754 | $382,513.9 | $579,197.64 | $196,683.74 | 51.42% |