| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 5,849 | $170,290.41 | $182,020.88 | $11,730.47 | 6.89% |
Jeff Ameen Spire Wealth Management | 253 | $7,499.81 | $7,958.11 | $458.3 | 6.11% |
Kyle P. Smith NewEdge Wealth LLC | 18,175 | $511,632.57 | $565,424.25 | $53,791.68 | 10.51% |
| KC Kasey Cook Maripau Wealth Management LLC | 7,950 | $221,854.13 | $247,642.5 | $25,788.37 | 11.62% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 3,419 | $102,005.55 | $106,689.89 | $4,684.34 | 4.59% |
| EM Erin Mccann Simplicity Wealth LLC | 52,185 | $1.49M | $1.64M | $146,082.77 | 9.8% |
Amanda Hawley Atria Wealth Solutions Inc. | 12,229 | $368,070.95 | $382,278.54 | $14,207.59 | 3.86% |
Jeffrey Gilbert Balboa Wealth Partners | 17,866 | $498,765 | $560,099.1 | $61,334.1 | 12.3% |
Jill Batley Gateway Wealth Partners LLC | 75,573 | $2.36M | $2.37M | $7,458.25 | 0.32% |
| VI Vincent Incerto LaSalle St. Investment Advisors LLC | 15,298 | $428,873.85 | $479,362.83 | $50,488.98 | 11.77% |
Christopher C. Powers Farther Finance Advisors, LLC | 58 | $1,572 | $1,814.24 | $242.24 | 15.41% |
Envestnet Portfolio Solutions Inc. Envestnet Portfolio Solutions, Inc. | 8,548 | $243,571.89 | $267,595.14 | $24,023.25 | 9.86% |
Michael G. Hansen IAMS WEALTH MANAGEMENT, LLC | 13,492 | $380,197.88 | $421,216.19 | $41,018.31 | 10.79% |
Signal Advisors Wealth LLC Signal Advisors Wealth, LLC | 9,179 | $256,854.73 | $287,210.91 | $30,356.18 | 11.82% |
| TWP Triad Wealth Partners LLC Triad Wealth Partners, LLC | 6,694 | $181,407.29 | $209,287.91 | $27,880.62 | 15.37% |
Jessica Vickery BlueChip Wealth Advisors LLC | 16,205 | $455,692.68 | $506,649.32 | $50,956.64 | 11.18% |
Matthew Richmond Richmond Investment Services, LLC | 18,214 | $507,388.48 | $571,008.9 | $63,620.42 | 12.54% |
Bryan Gort Quest 10 Wealth Builders, Inc. | 368 | $10,299.53 | $11,522.3 | $1,222.77 | 11.87% |
| SK Samira Kadam Synergy Investment Management LLC | 2,414 | $81,448 | $75,570.27 | -$5,877.73 | -7.22% |
| RFL Rossby Financial LLC Rossby Financial LLC | 4,987 | $150,706.94 | $156,267.64 | $5,560.7 | 3.69% |