| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Gregory Turcotte Alpha Financial Partners LLC | 1,524 | $201,575 | $208,544.16 | $6,969.16 | 3.46% |
Jennifer Henry Continuum Wealth Advisors LLC | 2,098 | $234,862.6 | $276,977.97 | $42,115.37 | 17.93% |
| DK Daniel Kauper Milestone Investment Advisors LLC | 7,202 | $494,114.87 | $990,058.94 | $495,944.07 | 100.37% |
Christopher E. Jaccard Financial Alternatives Inc. | 5,953 | $495,619.3 | $814,608.52 | $318,989.22 | 64.36% |
| PIL PFG Investments LLC PFG Investments LLC | 39,421 | $4.06M | $5.2M | $1.14M | 28.14% |
| AW Ariel Weisbard Values Added Financial LLC | 13,177 | $1.13M | $1.74M | $614,502.46 | 54.62% |
Brian Lawrence North Ridge Wealth Advisors Inc. | 322 | $34,772.83 | $42,510.44 | $7,737.61 | 22.25% |
Jacqueline Washburn Vawter Financial Ltd. | 1,860 | $220,298 | $245,557.21 | $25,259.21 | 11.47% |
Jorge Paganin Abacus Wealth Partners, LLC | 2,252 | $209,864 | $297,309.05 | $87,445.05 | 41.67% |
| 3IP 3Chopt Investment Partners LLC 3Chopt Investment Partners, LLC | 13 | $1,425.36 | $1,716.26 | $290.9 | 20.41% |
Courtney Holt Compound Planning, Inc. | 12,578 | $1.31M | $1.66M | $346,878.74 | 26.41% |
Katherine Stoner Empower Advisory Group, LLC | 6,619 | $531,663.46 | $904,618.73 | $372,955.27 | 70.15% |
Nemes Rush Group LLC Nemes Rush Group LLC | 1,908 | $207,659.65 | $262,292.76 | $54,633.11 | 26.31% |
Jane Bortnem Cherry Tree Wealth Management, LLC | 7,803 | $612,680.88 | $1.03M | $417,471.21 | 68.14% |
Lars Phillips RAM Investment Partners, LLC | 4,878 | $321,289.49 | $643,993.58 | $322,704.09 | 100.44% |
John Hayes LongView Wealth Management | 2,272 | $252,148.83 | $299,949.45 | $47,800.62 | 18.96% |
Tracey A. Baker CJM Wealth Advisers, Ltd. | 7,846 | $678,910.18 | $1.04M | $356,918.77 | 52.57% |
Christopher C. Powers Farther Finance Advisors, LLC | 35,516 | $3.71M | $4.69M | $975,635.89 | 26.27% |
Jeremy Intihar TIAA TRUST, NATIONAL ASSOCIATION | 106,687 | $14.11M | $14.63M | $520,073.18 | 3.69% |
Envestnet Portfolio Solutions Inc. Envestnet Portfolio Solutions, Inc. | 2,543 | $312,216.96 | $335,726.87 | $23,509.91 | 7.53% |