| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Able Financial Group LLC ABLE Financial Group, LLC | 6,104 | $462,195.21 | $639,088.8 | $176,893.59 | 38.27% |
Courtney Holt Compound Planning, Inc. | 14,704 | $1.26M | $1.54M | $284,341.82 | 22.65% |
Katherine Stoner Empower Advisory Group, LLC | 5.43M | $416.02M | $584.5M | $168.48M | 40.5% |
| SML Sweeney & Michel LLC SWEENEY & MICHEL, LLC | 2,063 | $196,561.76 | $220,926.67 | $24,364.91 | 12.4% |
Jane Bortnem Cherry Tree Wealth Management, LLC | 89 | $6,491 | $9,318.3 | $2,827.3 | 43.56% |
Rajiv Shah KINGSWOOD WEALTH ADVISORS, LLC | 8,652 | $712,106 | $905,864.4 | $193,758.4 | 27.21% |
Elizabeth Fleming Armstrong, Fleming & Moore, Inc | 2,178 | $202,672.82 | $228,036.6 | $25,363.78 | 12.51% |
Christopher C. Powers Farther Finance Advisors, LLC | 79,580 | $7.62M | $8.33M | $711,671.66 | 9.34% |
James Eric Maxwell Maxwell Wealth Strategies Inc. | 3,523 | $266,750.68 | $368,858.1 | $102,107.42 | 38.28% |
Equita Financial Network Inc. Equita Financial Network, Inc. | 6,223 | $431,889.34 | $651,548.1 | $219,658.76 | 50.86% |
Kevin Orr Centennial Bank/AR/ | 67,925 | $6.04M | $7.31M | $1.28M | 21.16% |
Jeremy Intihar TIAA TRUST, NATIONAL ASSOCIATION | 13,382 | $1.24M | $1.44M | $200,018.9 | 16.12% |
Jesse Steele Etesian Wealth Advisors, Inc. | 4,153 | $359,548.42 | $434,819.1 | $75,270.68 | 20.93% |
Envestnet Portfolio Solutions Inc. Envestnet Portfolio Solutions, Inc. | 76,512 | $7.03M | $8.01M | $982,262.18 | 13.98% |
Jay Annis Annis Gardner Whiting Capital Advisors, LLC | 30,349 | $2.27M | $3.27M | $997,806.29 | 43.95% |
MICHAEL DE LUZ Williams & Novak, LLC | 15,920 | $1.21M | $1.67M | $457,712.11 | 37.86% |
| KS Kristi Shields ROGCO, LP | 5,779 | $552,688.34 | $605,061.3 | $52,372.96 | 9.48% |
Kevin Bresler TD Waterhouse Canada Inc. | 1,198 | $97,992.1 | $125,430.6 | $27,438.5 | 28% |
Courtney Haddad Concurrent Investment Advisors, LLC | 7,780 | $724,652.42 | $814,566 | $89,913.58 | 12.41% |
Riley Stephenson Stephenson & Company, Inc. | 3,869 | $309,177.28 | $405,084.3 | $95,907.02 | 31.02% |