| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Timothy Gerlach Novem Group | 9,581 | $271,419.64 | $318,759.87 | $47,340.23 | 17.44% |
Amanda Hawley Atria Wealth Solutions Inc. | 7,709 | $212,305.86 | $256,478.43 | $44,172.57 | 20.81% |
| SMK Solomon M. Kilgroe Cyndeo Wealth Partners LLC | 17,883 | $571,105.43 | $594,430.92 | $23,325.49 | 4.08% |
| BP Brett Pohl Kingdom Financial Group LLC | 6,842 | $207,192.69 | $227,907.02 | $20,714.33 | 10% |
Curtis Packer B.O.S.S. Retirement Advisors LLC | 13,833 | $307,646.78 | $463,198 | $155,551.22 | 50.56% |
Robert B. LaRue Owen LaRue LLC | 93,405 | $2.65M | $3.13M | $479,320.51 | 18.06% |
Jill Batley Gateway Wealth Partners LLC | 102,791 | $3.28M | $3.42M | $136,707.97 | 4.17% |
Johnathan Kasting DDFG Inc. | 22,574 | $486,777.62 | $751,036.98 | $264,259.36 | 54.29% |
| PIL PFG Investments LLC PFG Investments LLC | 6,935 | $209,922 | $230,380.7 | $20,458.7 | 9.75% |
Courtney Holt Compound Planning, Inc. | 19,566 | $624,736.37 | $650,080.35 | $25,343.98 | 4.06% |
Christopher C. Powers Farther Finance Advisors, LLC | 19,082 | $491,842.18 | $628,561.08 | $136,718.9 | 27.8% |
Envestnet Portfolio Solutions Inc. Envestnet Portfolio Solutions, Inc. | 21,148 | $618,309.52 | $703,276.74 | $84,967.22 | 13.74% |
Courtney Haddad Concurrent Investment Advisors, LLC | 66,822 | $1.79M | $2.22M | $432,525.21 | 24.15% |
Amir Har-El Savvy Advisors, Inc. | 48,206 | $1.47M | $1.6M | $132,092.63 | 8.99% |
Uptick Partners LLC UPTICK PARTNERS, LLC | 10,617 | $339,640 | $353,650.15 | $14,010.15 | 4.12% |
Phillip G. Trueblood Trueblood Wealth Management, LLC | 106,896 | $2.68M | $3.56M | $883,873.66 | 32.99% |
Oxford Wealth Group LLC Oxford Wealth Group, LLC | 169,056 | $5.4M | $5.62M | $215,799.32 | 4% |
Joshua Stipcich Tidemark, LLC | 645 | $14,357.98 | $21,336.6 | $6,978.62 | 48.6% |
Focus Financial Network Inc. Focus Financial Network, Inc. | 399,854 | $12.8M | $13.29M | $485,815.47 | 3.79% |
Kyle Jones Pineridge Advisors LLC | 984 | $21,903.8 | $32,732.76 | $10,828.96 | 49.44% |