| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| SML Sweeney & Michel LLC SWEENEY & MICHEL, LLC | 17,032 | $682,714.91 | $1.05M | $367,818.85 | 53.88% |
Chad Tobin Slagle Financial, LLC | 66,478 | $3.42M | $4.12M | $702,780.21 | 20.54% |
John Shanley Aspect Partners, LLC | 5,840 | $246,915 | $360,795.2 | $113,880.2 | 46.12% |
Rajiv Shah KINGSWOOD WEALTH ADVISORS, LLC | 24,253 | $1.3M | $1.5M | $197,107.31 | 15.15% |
John Hayes LongView Wealth Management | 15,682 | $844,055.11 | $973,695.38 | $129,640.27 | 15.36% |
Christopher C. Powers Farther Finance Advisors, LLC | 6,639 | $376,460.74 | $408,099.33 | $31,638.59 | 8.4% |
Envestnet Portfolio Solutions Inc. Envestnet Portfolio Solutions, Inc. | 62,913 | $3.32M | $3.88M | $565,788.27 | 17.05% |
| MR Maximiliaan Rijkenberg SAPIENT CAPITAL LLC | 182,812 | $10.56M | $11.3M | $733,775.82 | 6.95% |
Courtney Haddad Concurrent Investment Advisors, LLC | 44,197 | $2.22M | $2.73M | $502,463.08 | 22.6% |
Charles Corkery PUREfi Wealth, LLC | 7,295 | $418,169.74 | $453,566.62 | $35,396.88 | 8.46% |
BRASS TAX WEALTH MANAGEMENT Inc. BRASS TAX WEALTH MANAGEMENT, INC | 10,064 | $504,497.95 | $623,565.44 | $119,067.49 | 23.6% |
Amir Har-El Savvy Advisors, Inc. | 53,348 | $2.85M | $3.29M | $440,822.57 | 15.45% |
Jeff Ramsey Quotient Wealth Partners, LLC | 5,381 | $297,624.96 | $332,357.46 | $34,732.5 | 11.67% |
Uptick Partners LLC UPTICK PARTNERS, LLC | 58,716 | $3.32M | $3.63M | $315,030.04 | 9.5% |
PETER KRUSSEL Southland Equity Partners LLC | 5,180 | $269,101.98 | $320,745.6 | $51,643.62 | 19.19% |
Taylor Wagner Valued Wealth Advisors LLC | 8 | $483 | $493.68 | $10.68 | 2.21% |
Brad Sayre Shared Vision Wealth Group LLC | 5,752 | $243,868.48 | $355,157.24 | $111,288.76 | 45.63% |
Harold Williams PRECEDENT WEALTH PARTNERS, LLC | 44,275 | $2.31M | $2.75M | $439,485.69 | 19% |
Heidi Hargis WETZEL INVESTMENT ADVISORS, INC. | 4,588 | $256,738.42 | $285,075.38 | $28,336.96 | 11.04% |
Joshua Stipcich Tidemark, LLC | 5,125 | $278,021.87 | $316,238.12 | $38,216.25 | 13.75% |