| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Brian Levy West Wealth Group LLC | 3,223 | $209,456.96 | $276,370.64 | $66,913.68 | 31.95% |
Candice Gilman Sofi Wealth LLC | 43,134 | $3.25M | $3.76M | $503,076.67 | 15.46% |
Christopher M. Marks Sterling Investment Counsel LLC | 2,552 | $215,899.2 | $214,444.56 | -$1,454.64 | -0.67% |
Christopher Warner WARNER FINANCIAL Inc. | 20,031 | $1.44M | $1.68M | $243,944.5 | 16.95% |
Amanda Hawley Atria Wealth Solutions Inc. | 2,757 | $178,157.34 | $231,670.71 | $53,513.37 | 30.04% |
Mariana Coli Dunhill Financial LLC | 284 | $21,345.45 | $24,734.41 | $3,388.96 | 15.88% |
| HPM Hoxton Planning & Management LLC Hoxton Planning & Management LLC | 4,107 | $316,452.37 | $345,111.21 | $28,658.84 | 9.06% |
| TT Thaddeus Toal RCS Financial Planning LLC | 3,322 | $250,644.7 | $279,147.66 | $28,502.96 | 11.37% |
Jill Batley Gateway Wealth Partners LLC | 6,195 | $467,419 | $520,565.84 | $53,146.84 | 11.37% |
| DK Daniel Kauper Milestone Investment Advisors LLC | 2,330 | $130,331.97 | $204,054.41 | $73,722.44 | 56.57% |
| PIL PFG Investments LLC PFG Investments LLC | 3,247 | $244,367.82 | $272,845.41 | $28,477.59 | 11.65% |
| AW Ariel Weisbard Values Added Financial LLC | 107,954 | $7.38M | $9.07M | $1.69M | 22.97% |
Scott Boyce Decker Retirement Planning Inc. | 39,438 | $2.99M | $3.31M | $320,428.94 | 10.7% |
Brett Pohl Invera Wealth Advisors, LLC | 67,313 | $4.34M | $5.66M | $1.32M | 30.29% |
Benjamin J. Jones National Wealth Management Group, LLC | 4,283 | $319,810.08 | $359,900.49 | $40,090.41 | 12.54% |
Christopher C. Powers Farther Finance Advisors, LLC | 16,251 | $1.12M | $1.37M | $245,118.49 | 21.88% |
Equita Financial Network Inc. Equita Financial Network, Inc. | 42,427 | $2.81M | $3.57M | $756,934.89 | 26.95% |
Envestnet Portfolio Solutions Inc. Envestnet Portfolio Solutions, Inc. | 214,571 | $16.21M | $18.03M | $1.82M | 11.23% |
Kevin Bresler TD Waterhouse Canada Inc. | 43,715 | $3.02M | $3.67M | $652,665.41 | 21.61% |
Courtney Haddad Concurrent Investment Advisors, LLC | 3,028 | $228,462 | $254,442.84 | $25,980.84 | 11.37% |