| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Jill Batley Gateway Wealth Partners LLC | 198,026 | $6.11M | $6.67M | $563,081.82 | 9.22% |
Johnathan Kasting DDFG Inc. | 23,701 | $511,358.59 | $798,368.18 | $287,009.59 | 56.13% |
| PIL PFG Investments LLC PFG Investments LLC | 6,935 | $209,922 | $233,293.4 | $23,371.4 | 11.13% |
Alexandra Stickelman Root Financial Partners, LLC | 4,449 | $127,909.23 | $149,664.36 | $21,755.13 | 17.01% |
Courtney Holt Compound Planning, Inc. | 19,502 | $622,689 | $656,047.28 | $33,358.28 | 5.36% |
Christopher C. Powers Farther Finance Advisors, LLC | 16,963 | $422,772.13 | $572,501.25 | $149,729.12 | 35.42% |
Envestnet Portfolio Solutions Inc. Envestnet Portfolio Solutions, Inc. | 21,186 | $619,402.02 | $713,438.55 | $94,036.53 | 15.18% |
Courtney Haddad Concurrent Investment Advisors, LLC | 62,989 | $1.67M | $2.12M | $453,130.56 | 27.17% |
Amir Har-El Savvy Advisors, Inc. | 48,254 | $1.47M | $1.62M | $152,018.36 | 10.34% |
Phillip G. Trueblood Trueblood Wealth Management, LLC | 100,398 | $2.47M | $3.38M | $909,804.31 | 36.82% |
Oxford Wealth Group LLC Oxford Wealth Group, LLC | 130,969 | $4.18M | $4.41M | $228,541.07 | 5.47% |
Joshua Stipcich Tidemark, LLC | 645 | $14,357.98 | $21,691.35 | $7,333.37 | 51.08% |
Focus Financial Network Inc. Focus Financial Network, Inc. | 389,682 | $12.47M | $13.11M | $641,027.08 | 5.14% |
Kyle Jones Pineridge Advisors LLC | 984 | $21,903.8 | $33,091.92 | $11,188.12 | 51.08% |
Jessica Vickery BlueChip Wealth Advisors LLC | 12,283 | $273,419.51 | $413,077.29 | $139,657.78 | 51.08% |
| MA Marie-Andree Alain Federation des caisses Desjardins du Quebec | 2,260 | $46,896.34 | $76,286.3 | $29,389.96 | 62.67% |
Adam Stalnaker Rockport Wealth LLC | 17,294 | $402,891.87 | $582,288.98 | $179,397.11 | 44.53% |
Kara Lilian Lynx Investment Advisory | 133,305 | $2.98M | $4.49M | $1.51M | 50.6% |
Nathan Edwards IMG Wealth Management, Inc. | 192,604 | $5.41M | $6.47M | $1.06M | 19.64% |
Lifewealth Investments LLC LifeWealth Investments, LLC | 17,487 | $421,877.4 | $585,464.76 | $163,587.36 | 38.78% |