| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| FIL FWG Investments LLC FWG Investments LLC | 25,564 | $1.33M | $1.61M | $278,235.92 | 20.86% |
Helen Semus Semus Wealth Partners LLC | 24,657 | $1.38M | $1.56M | $179,007.27 | 13% |
Moises Valladares Insigneo Advisory Services LLC | 10,807 | $603,572 | $677,274.69 | $73,702.69 | 12.21% |
| TAL TFB Advisors LLC TFB Advisors LLC | 11,234 | $597,563.09 | $708,472.21 | $110,909.12 | 18.56% |
Andrew T. Gardener Tanglewood Legacy Advisors LLC | 15,010 | $718,654.64 | $944,804.45 | $226,149.81 | 31.47% |
Jill Batley Gateway Wealth Partners LLC | 4,612 | $257,584.27 | $289,034.04 | $31,449.77 | 12.21% |
| JC Jared Calvert Buck Wealth Strategies LLC | 8,011 | $406,462.45 | $504,693 | $98,230.55 | 24.17% |
Rajiv Shah KINGSWOOD WEALTH ADVISORS, LLC | 6,563 | $328,583.93 | $413,304.92 | $84,720.99 | 25.78% |
Christopher C. Powers Farther Finance Advisors, LLC | 17,825 | $910,086.44 | $1.12M | $211,783.41 | 23.27% |
Envestnet Portfolio Solutions Inc. Envestnet Portfolio Solutions, Inc. | 24,439 | $1.47M | $1.54M | $74,744.4 | 5.1% |
Courtney Haddad Concurrent Investment Advisors, LLC | 20,839 | $1.12M | $1.31M | $191,206.85 | 17.03% |
Signal Advisors Wealth LLC Signal Advisors Wealth, LLC | 16,610 | $919,304.91 | $1.04M | $123,221.74 | 13.4% |
Focus Financial Network Inc. Focus Financial Network, Inc. | 8,325 | $394,260.37 | $521,353.12 | $127,092.75 | 32.24% |
Jonathan Chatfield LM Advisors LLC | 87,276 | $5.28M | $5.5M | $220,685.45 | 4.18% |
Ruth Thortvedt Financial Network Wealth Advisors LLC | 1,791 | $84,004.59 | $112,224.06 | $28,219.47 | 33.59% |
| TWP Triad Wealth Partners LLC Triad Wealth Partners, LLC | 4,491 | $255,014.15 | $281,383.6 | $26,369.45 | 10.34% |
Mark Alan Zeigler II Foguth Wealth Management, LLC. | 5,066 | $265,512.92 | $319,056.68 | $53,543.76 | 20.17% |
Chris M. Frantz Catalina Capital Group, LLC | 4,772 | $232,826 | $301,232.5 | $68,406.5 | 29.38% |
Chris Bulman Inc. Chris Bulman Inc | 8,041 | $407,378.96 | $507,186.07 | $99,807.11 | 24.5% |
| NRI NFP Retirement Inc. NFP Retirement Inc. | 3,338 | $203,552 | $209,926.82 | $6,374.82 | 3.13% |