| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Dana Anspach Sensible Money LLC | 2,382 | $200,231 | $214,951.68 | $14,720.68 | 7.35% |
| SH Scott Highmark Mosaic Family Wealth Partners LLC | 8,280 | $547,941.28 | $747,187.2 | $199,245.92 | 36.36% |
Daniel McGlinn Grey Fox Wealth Advisors LLC | 4,664 | $307,644.22 | $424,657.21 | $117,012.99 | 38.04% |
Jill Batley Gateway Wealth Partners LLC | 23,144 | $1.81M | $2.09M | $280,149.52 | 15.46% |
| SB Scott Boyce Decker Retirement Planning Inc. | 41 | $3,724 | $3,696.97 | -$27.03 | -0.73% |
Andrew Kirchner ELEVATION WEALTH PARTNERS, LLC | 614 | $43,414.85 | $55,404.29 | $11,989.44 | 27.62% |
Melissa C. Anderson PCA Investment Advisory Services Inc. | 12,208 | $832,955.28 | $1.1M | $269,793.36 | 32.39% |
Alexandra Stickelman Root Financial Partners, LLC | 1,405 | $119,188.96 | $126,780.17 | $7,591.21 | 6.37% |
Bluestem Wealth Partners LLC BlueStem Wealth Partners, LLC | 39,718 | $3.63M | $3.59M | -$41,307.06 | -1.14% |
Benjamin J. Jones National Wealth Management Group, LLC | 3,857 | $332,663.79 | $350,659.15 | $17,995.36 | 5.41% |
Courtney Holt Compound Planning, Inc. | 14,264 | $1.03M | $1.29M | $262,064.06 | 25.57% |
| SML Sweeney & Michel LLC SWEENEY & MICHEL, LLC | 9,943 | $692,700.53 | $897,206.6 | $204,506.07 | 29.52% |
Nemes Rush Group LLC Nemes Rush Group LLC | 1,147 | $98,482.47 | $103,499.54 | $5,017.07 | 5.09% |
John Shanley Aspect Partners, LLC | 1,586 | $144,913 | $143,009.62 | -$1,903.38 | -1.31% |
Jane Bortnem Cherry Tree Wealth Management, LLC | 4,651 | $313,942.78 | $419,520.2 | $105,577.42 | 33.63% |
Melissa Imbrogno BROWN WEALTH MANAGEMENT, LLC | 20,806 | $1.41M | $1.88M | $470,328.23 | 33.43% |
Rajiv Shah KINGSWOOD WEALTH ADVISORS, LLC | 3,342 | $238,084.44 | $301,448.4 | $63,363.96 | 26.61% |
Christopher C. Powers Farther Finance Advisors, LLC | 8,936 | $639,504.23 | $813,622.83 | $174,118.6 | 27.23% |
Envestnet Portfolio Solutions Inc. Envestnet Portfolio Solutions, Inc. | 10,748 | $721,971.34 | $970,383.18 | $248,411.84 | 34.41% |
Jay Annis Annis Gardner Whiting Capital Advisors, LLC | 5,000 | $456,850 | $451,425 | -$5,425 | -1.19% |