| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| SML Sweeney & Michel LLC SWEENEY & MICHEL, LLC | 17,981 | $717,229.12 | $1.12M | $407,572.33 | 56.83% |
Chad Tobin Slagle Financial, LLC | 61,491 | $3.12M | $3.85M | $726,384.73 | 23.28% |
John Shanley Aspect Partners, LLC | 5,840 | $246,915 | $363,773.6 | $116,858.6 | 47.33% |
Rajiv Shah KINGSWOOD WEALTH ADVISORS, LLC | 21,648 | $1.14M | $1.35M | $210,465.25 | 18.4% |
John Hayes LongView Wealth Management | 25,021 | $1.24M | $1.56M | $316,574.59 | 25.56% |
Christopher C. Powers Farther Finance Advisors, LLC | 73,402 | $4.15M | $4.56M | $414,719.41 | 10% |
Envestnet Portfolio Solutions Inc. Envestnet Portfolio Solutions, Inc. | 59,859 | $3.13M | $3.75M | $616,730.91 | 19.68% |
| MR Maximiliaan Rijkenberg SAPIENT CAPITAL LLC | 106,893 | $5.95M | $6.69M | $740,954.04 | 12.45% |
Courtney Haddad Concurrent Investment Advisors, LLC | 44,593 | $2.24M | $2.79M | $554,069.57 | 24.73% |
Charles Corkery PUREfi Wealth, LLC | 4,287 | $236,816 | $268,409.07 | $31,593.07 | 13.34% |
BRASS TAX WEALTH MANAGEMENT Inc. BRASS TAX WEALTH MANAGEMENT, INC | 10,064 | $504,497.95 | $630,107.04 | $125,609.09 | 24.9% |
Amir Har-El Savvy Advisors, Inc. | 52,922 | $2.83M | $3.32M | $488,625.23 | 17.28% |
Jeff Ramsey Quotient Wealth Partners, LLC | 5,305 | $293,043 | $332,437.82 | $39,394.82 | 13.44% |
Uptick Partners LLC UPTICK PARTNERS, LLC | 59,316 | $3.35M | $3.72M | $366,175.06 | 10.93% |
Twin Peaks Wealth Advisors LLC TWIN PEAKS WEALTH ADVISORS, LLC | 482 | $26,626 | $30,197.25 | $3,571.25 | 13.41% |
PETER KRUSSEL Southland Equity Partners LLC | 6,054 | $313,370.05 | $378,889.59 | $65,519.54 | 20.91% |
Brad Sayre Shared Vision Wealth Group LLC | 5,752 | $243,868.48 | $360,362.22 | $116,493.74 | 47.77% |
Harold Williams PRECEDENT WEALTH PARTNERS, LLC | 41,758 | $2.16M | $2.62M | $454,570.61 | 21.03% |
Heidi Hargis WETZEL INVESTMENT ADVISORS, INC. | 6,811 | $382,760.29 | $426,708.47 | $43,948.18 | 11.48% |
Joshua Stipcich Tidemark, LLC | 6,543 | $348,561.81 | $409,951.66 | $61,389.85 | 17.61% |