| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Amanda Hawley Atria Wealth Solutions Inc. | 7,709 | $212,305.86 | $265,729.23 | $53,423.37 | 25.16% |
| SMK Solomon M. Kilgroe Cyndeo Wealth Partners LLC | 17,883 | $571,105.43 | $616,427.01 | $45,321.58 | 7.94% |
| BP Brett Pohl Kingdom Financial Group LLC | 6,842 | $207,192.69 | $239,538.41 | $32,345.72 | 15.61% |
Curtis Packer B.O.S.S. Retirement Advisors LLC | 13,833 | $307,646.78 | $476,823.51 | $169,176.73 | 54.99% |
Robert B. LaRue Owen LaRue LLC | 93,405 | $2.65M | $3.22M | $565,720.14 | 21.32% |
Jill Batley Gateway Wealth Partners LLC | 198,026 | $6.11M | $6.83M | $718,532.23 | 11.76% |
Johnathan Kasting DDFG Inc. | 22,557 | $486,213.73 | $777,539.79 | $291,326.06 | 59.92% |
| PIL PFG Investments LLC PFG Investments LLC | 6,935 | $209,922 | $239,049.45 | $29,127.45 | 13.88% |
Christopher C. Powers Farther Finance Advisors, LLC | 17,993 | $455,720.96 | $620,218.71 | $164,497.75 | 36.1% |
Envestnet Portfolio Solutions Inc. Envestnet Portfolio Solutions, Inc. | 21,148 | $618,309.52 | $728,971.56 | $110,662.04 | 17.9% |
Courtney Haddad Concurrent Investment Advisors, LLC | 62,989 | $1.67M | $2.17M | $503,206.82 | 30.17% |
Amir Har-El Savvy Advisors, Inc. | 48,254 | $1.47M | $1.66M | $192,551.72 | 13.09% |
Uptick Partners LLC UPTICK PARTNERS, LLC | 10,617 | $339,640 | $371,701.15 | $32,061.15 | 9.44% |
Phillip G. Trueblood Trueblood Wealth Management, LLC | 106,896 | $2.68M | $3.68M | $1.01M | 37.54% |
Oxford Wealth Group LLC Oxford Wealth Group, LLC | 169,056 | $5.4M | $5.91M | $506,575.64 | 9.38% |
Joshua Stipcich Tidemark, LLC | 645 | $14,357.98 | $22,581.45 | $8,223.47 | 57.27% |
Focus Financial Network Inc. Focus Financial Network, Inc. | 389,682 | $12.47M | $13.43M | $966,411.55 | 7.75% |
Kyle Jones Pineridge Advisors LLC | 984 | $21,903.8 | $33,918.48 | $12,014.68 | 54.85% |
| TWP Triad Wealth Partners LLC Triad Wealth Partners, LLC | 122,204 | $3.91M | $4.28M | $369,055.87 | 9.44% |
Jessica Vickery BlueChip Wealth Advisors LLC | 12,283 | $273,419.51 | $423,395.01 | $149,975.5 | 54.85% |