| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Katherine Stoner Empower Advisory Group, LLC | 3,221 | $226,630 | $253,122.28 | $26,492.28 | 11.69% |
| SML Sweeney & Michel LLC SWEENEY & MICHEL, LLC | 3,613 | $232,296.38 | $283,927.6 | $51,631.22 | 22.23% |
Jane Bortnem Cherry Tree Wealth Management, LLC | 5,314 | $394,724 | $417,255.28 | $22,531.28 | 5.71% |
John Hayes LongView Wealth Management | 5,346 | $357,442.68 | $419,072.94 | $61,630.26 | 17.24% |
Christopher C. Powers Farther Finance Advisors, LLC | 9,441 | $680,009.31 | $740,079.99 | $60,070.68 | 8.83% |
Marilou Davido WFA Asset Management Corp | 582 | $33,735.72 | $45,701.55 | $11,965.83 | 35.47% |
NICOLE MARTIN Arlington Trust Co LLC | 600 | $40,992 | $47,115 | $6,123 | 14.94% |
Envestnet Portfolio Solutions Inc. Envestnet Portfolio Solutions, Inc. | 8,217 | $561,600.76 | $644,870.16 | $83,269.4 | 14.83% |
Charles Corkery PUREfi Wealth, LLC | 5,599 | $365,895 | $439,661.47 | $73,766.47 | 20.16% |
James Rankin Modern Wealth Management, LLC | 112,302 | $7.19M | $8.81M | $1.62M | 22.57% |
Benj Foor Frazier Financial Advisors, LLC | 133 | $8,604 | $10,437.84 | $1,833.84 | 21.31% |
Amir Har-El Savvy Advisors, Inc. | 4,793 | $328,513.11 | $376,322.39 | $47,809.28 | 14.55% |
Wayne Atkins VCI Wealth Management LLC | 9,771 | $643,629.32 | $767,170.06 | $123,540.74 | 19.19% |
BRADLEY LEWIS HRC WEALTH MANAGEMENT, LLC | 7,007 | $455,842.56 | $542,166.62 | $86,324.06 | 18.94% |
Joshua Stipcich Tidemark, LLC | 47 | $3,307 | $3,690.91 | $383.91 | 11.61% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 163 | $11,213 | $12,828.1 | $1,615.1 | 14.4% |
Ellwood Derricks Partnership Wealth Management, LLC | 5,355 | $364,525.95 | $414,343.12 | $49,817.17 | 13.67% |
Margaret Nickens Elm3 Financial Group, LLC | 6,119 | $453,434.49 | $480,525.07 | $27,090.58 | 5.97% |
Leslie D. Thompson Spectrum Wealth Counsel, LLC | 3,645 | $235,795.68 | $286,861.5 | $51,065.82 | 21.66% |
| RJ Rebecca Judd Pathstone Holdings, LLC | 6,196 | $405,040.13 | $487,129.52 | $82,089.39 | 20.27% |