| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Benjamin J. Jones National Wealth Management Group, LLC | 3,857 | $332,663.79 | $365,219.33 | $32,555.54 | 9.79% |
Courtney Holt Compound Planning, Inc. | 14,533 | $1.05M | $1.36M | $316,224.8 | 30.16% |
| SML Sweeney & Michel LLC SWEENEY & MICHEL, LLC | 9,857 | $686,786.42 | $931,683.64 | $244,897.22 | 35.66% |
Nemes Rush Group LLC Nemes Rush Group LLC | 1,152 | $98,920.94 | $108,172.8 | $9,251.86 | 9.35% |
John Shanley Aspect Partners, LLC | 5,280 | $468,913.88 | $498,273.6 | $29,359.72 | 6.26% |
Jane Bortnem Cherry Tree Wealth Management, LLC | 4,376 | $295,380.26 | $411,168.96 | $115,788.7 | 39.2% |
Melissa Imbrogno BROWN WEALTH MANAGEMENT, LLC | 20,645 | $1.4M | $1.96M | $560,292.94 | 40.13% |
Rajiv Shah KINGSWOOD WEALTH ADVISORS, LLC | 3,151 | $224,426.25 | $295,800.12 | $71,373.87 | 31.8% |
Christopher C. Powers Farther Finance Advisors, LLC | 8,408 | $604,474.38 | $777,487.76 | $173,013.38 | 28.62% |
Envestnet Portfolio Solutions Inc. Envestnet Portfolio Solutions, Inc. | 10,003 | $673,382.6 | $939,931.89 | $266,549.29 | 39.58% |
Jay Annis Annis Gardner Whiting Capital Advisors, LLC | 5,000 | $456,850 | $471,800 | $14,950 | 3.27% |
Kevin Bresler TD Waterhouse Canada Inc. | 3,898 | $357,943 | $368,438.96 | $10,495.96 | 2.93% |
Brian Glenn Premier Path Wealth Partners, LLC | 6,744 | $465,419.05 | $637,442.88 | $172,023.83 | 36.96% |
| AK Alisha Kamadia United Community Bank | 850 | $72,105.71 | $80,087 | $7,981.29 | 11.07% |
Courtney Haddad Concurrent Investment Advisors, LLC | 25,736 | $2.25M | $2.43M | $179,164.16 | 7.95% |
David Vollmer PFS Partners, LLC | 17 | $1,467 | $1,603.44 | $136.44 | 9.3% |
Amir Har-El Savvy Advisors, Inc. | 7,170 | $608,733.18 | $673,585.65 | $64,852.47 | 10.65% |
United Advisor Group LLC United Advisor Group, LLC | 3,124 | $283,185.35 | $294,343.28 | $11,157.93 | 3.94% |
Kathryn Miceli Kiely Wealth Advisory Group, Inc. | 75 | $5,181 | $7,081.5 | $1,900.5 | 36.68% |
| KK Katelyn Kappius Traction Financial Partners, LLC | 4,207 | $291,801.72 | $395,016.26 | $103,214.54 | 35.37% |