| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
W. Travis McKinney HB Wealth Management LLC | 13,846 | $321,546.07 | $537,640.18 | $216,094.11 | 67.2% |
| MC mike Chen Byrne Asset Management LLC | 347 | $6,488.9 | $13,444.51 | $6,955.61 | 107.19% |
| EM Erin Mccann Simplicity Wealth LLC | 13,220 | $515,447.8 | $511,217.4 | -$4,230.4 | -0.82% |
Kristofer Gray Integrity Financial Corp. /WA | 8,023 | $279,601.55 | $312,134.81 | $32,533.26 | 11.64% |
Amanda Hawley Atria Wealth Solutions Inc. | 9,270 | $264,102.3 | $359,954.1 | $95,851.8 | 36.29% |
Daniel McEnroe Azimuth Capital Investment Management LLC | 586,140 | $11.03M | $22.77M | $11.74M | 106.37% |
Lukas Lindgren Abound Wealth Management | 100 | $3,485 | $3,882.5 | $397.5 | 11.41% |
Daniel Guy Ethos Financial Group LLC | 27,677 | $1.01M | $1.07M | $60,967.02 | 6.04% |
Belena Vincetti Fortis Capital Advisors LLC | 9,216 | $264,184.08 | $357,258.24 | $93,074.16 | 35.23% |
Michael Radoff LGT Financial Advisors LLC | 114 | $4,445 | $4,461.96 | $16.96 | 0.38% |
Ryan J. Warner C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors | 10,154 | $396,423.13 | $393,112.11 | -$3,311.02 | -0.84% |
Kevin Kroskey True Wealth Design LLC | 368 | $12,825 | $14,289.44 | $1,464.44 | 11.42% |
Todd A. Sixt Strait & Sound Wealth Management LLC | 17,346 | $509,519.81 | $679,789.74 | $170,269.93 | 33.42% |
Bradley H. Owens LJI Wealth Management, LLC | 9,005 | $204,774 | $353,041.02 | $148,267.02 | 72.41% |
Christopher C. Powers Farther Finance Advisors, LLC | 33,970 | $1.27M | $1.31M | $34,146.87 | 2.68% |
Envestnet Portfolio Solutions Inc. Envestnet Portfolio Solutions, Inc. | 55,582 | $2.17M | $2.16M | -$8,892.94 | -0.41% |
Kevin Bresler TD Waterhouse Canada Inc. | 8,224 | $275,231.22 | $318,433.28 | $43,202.06 | 15.7% |
Courtney Haddad Concurrent Investment Advisors, LLC | 7,087 | $276,313 | $274,408.64 | -$1,904.36 | -0.69% |
Alan Rosenfield HARMONY ASSET MANAGEMENT LLC | 13,063 | $372,165.06 | $512,134.91 | $139,969.85 | 37.61% |
KURT TRAULSEN EVOLUTION WEALTH MANAGEMENT INC. | 45 | $1,423.45 | $1,736.1 | $312.65 | 21.96% |