| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Helen Semus Semus Wealth Partners LLC | 24,657 | $1.38M | $1.54M | $158,413.74 | 11.5% |
Moises Valladares Insigneo Advisory Services LLC | 10,807 | $603,572 | $674,626.97 | $71,054.97 | 11.77% |
| TAL TFB Advisors LLC TFB Advisors LLC | 11,234 | $597,563.09 | $689,205.9 | $91,642.81 | 15.34% |
Andrew T. Gardener Tanglewood Legacy Advisors LLC | 15,010 | $718,654.64 | $934,744.75 | $216,090.11 | 30.07% |
Jill Batley Gateway Wealth Partners LLC | 6,183 | $345,326 | $379,327.05 | $34,001.05 | 9.85% |
| JC Jared Calvert Buck Wealth Strategies LLC | 8,011 | $406,462.45 | $491,474.85 | $85,012.4 | 20.92% |
Rajiv Shah KINGSWOOD WEALTH ADVISORS, LLC | 6,563 | $328,583.93 | $402,640.05 | $74,056.12 | 22.54% |
Christopher C. Powers Farther Finance Advisors, LLC | 17,143 | $867,396.22 | $1.05M | $184,326.83 | 21.25% |
Envestnet Portfolio Solutions Inc. Envestnet Portfolio Solutions, Inc. | 24,439 | $1.47M | $1.5M | $33,075.91 | 2.26% |
Courtney Haddad Concurrent Investment Advisors, LLC | 17,718 | $932,168.46 | $1.09M | $154,830.84 | 16.61% |
Signal Advisors Wealth LLC Signal Advisors Wealth, LLC | 15,920 | $875,950.99 | $976,692 | $100,741.01 | 11.5% |
Focus Financial Network Inc. Focus Financial Network, Inc. | 8,325 | $394,260.37 | $510,738.75 | $116,478.38 | 29.54% |
Jonathan Chatfield LM Advisors LLC | 87,276 | $5.28M | $5.44M | $158,798.04 | 3.01% |
Ruth Thortvedt Financial Network Wealth Advisors LLC | 1,791 | $84,004.59 | $109,877.85 | $25,873.26 | 30.8% |
| TWP Triad Wealth Partners LLC Triad Wealth Partners, LLC | 4,491 | $255,014.15 | $279,676.13 | $24,661.98 | 9.67% |
Mark Alan Zeigler II Foguth Wealth Management, LLC. | 5,066 | $265,512.92 | $310,799.1 | $45,286.18 | 17.06% |
Chris M. Frantz Catalina Capital Group, LLC | 4,772 | $232,826 | $292,762.2 | $59,936.2 | 25.74% |
Chris Bulman Inc. Chris Bulman Inc | 8,041 | $407,378.96 | $493,315.35 | $85,936.39 | 21.09% |
| NRI NFP Retirement Inc. NFP Retirement Inc. | 3,338 | $203,552 | $207,943.71 | $4,391.71 | 2.16% |
Anubhav Mullick Murphy & Mullick Capital Management Corp | 650 | $32,351 | $40,576.25 | $8,225.25 | 25.43% |