| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Ann Reilley Alpha Financial Advisors LLC | 15,756 | $584,062.99 | $625,591.98 | $41,528.99 | 7.11% |
Douglas J. Eaton Eaton Financial Holdings Company LLC | 5,074 | $203,637 | $203,467.4 | -$169.6 | -0.08% |
| PIL PFG Investments LLC PFG Investments LLC | 8,023 | $240,293.04 | $318,834.02 | $78,540.98 | 32.69% |
Scott Boyce Decker Retirement Planning Inc. | 1,041 | $38,720 | $41,410.98 | $2,690.98 | 6.95% |
Melissa C. Anderson PCA Investment Advisory Services Inc. | 20,256 | $779,552.17 | $802,846.56 | $23,294.39 | 2.99% |
Courtney Holt Compound Planning, Inc. | 54,058 | $1.8M | $2.15M | $348,941.14 | 19.41% |
John Shanley Aspect Partners, LLC | 250 | $10,033 | $9,953.75 | -$79.25 | -0.79% |
John Hayes LongView Wealth Management | 13,381 | $467,188.24 | $535,306.9 | $68,118.66 | 14.58% |
Denise Reinert CGC Financial Services, LLC | 1.2M | $40.23M | $47.9M | $7.67M | 19.07% |
Christopher C. Powers Farther Finance Advisors, LLC | 242,683 | $8.79M | $9.59M | $793,254.73 | 9.02% |
Anthony Moeller MN Wealth Advisors, LLC | 25,826 | $984,120.3 | $1.04M | $52,535.34 | 5.34% |
Envestnet Portfolio Solutions Inc. Envestnet Portfolio Solutions, Inc. | 597,385 | $22.9M | $23.76M | $861,694.98 | 3.76% |
Jay Annis Annis Gardner Whiting Capital Advisors, LLC | 7,200 | $272,821 | $286,668 | $13,847 | 5.08% |
MICHAEL DE LUZ Williams & Novak, LLC | 33,971 | $1.19M | $1.36M | $173,518.01 | 14.6% |
Courtney Haddad Concurrent Investment Advisors, LLC | 528,384 | $17.99M | $21.01M | $3.02M | 16.78% |
James Rankin Modern Wealth Management, LLC | 12,845 | $410,486.97 | $510,074.95 | $99,587.98 | 24.26% |
Benj Foor Frazier Financial Advisors, LLC | 3 | $103 | $119.23 | $16.23 | 15.76% |
Amir Har-El Savvy Advisors, Inc. | 52,509 | $1.93M | $2.09M | $153,672.47 | 7.95% |
Uptick Partners LLC UPTICK PARTNERS, LLC | 89,759 | $3.31M | $3.57M | $263,755.03 | 7.97% |
Julie Beswick Advantage Trust Co | 389,586 | $11.58M | $15.6M | $4.03M | 34.78% |