| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| CE Curtis Ellergodt Rothschild Investment LLC | 3,900 | $197,242 | $195,663 | -$1,579 | -0.8% |
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 7,453 | $353,871.88 | $372,463.67 | $18,591.79 | 5.25% |
Jeff Ameen Spire Wealth Management | 495 | $24,214.82 | $24,933.15 | $718.33 | 2.97% |
Daren Blonski Fermata Advisors LLC | 20,101 | $972,116.76 | $1M | $31,526.17 | 3.24% |
Kyle P. Smith NewEdge Wealth LLC | 23,031 | $1.09M | $1.15M | $61,488.04 | 5.64% |
Kimberly Van Winkle Twelve Points Wealth Management LLC | 27,521 | $1.34M | $1.37M | $32,433.57 | 2.42% |
| KC Kasey Cook Maripau Wealth Management LLC | 4,770 | $225,851.85 | $238,237.65 | $12,385.8 | 5.48% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 2,169 | $103,600.26 | $108,493.38 | $4,893.12 | 4.72% |
| EM Erin Mccann Simplicity Wealth LLC | 34,955 | $1.64M | $1.75M | $106,846.26 | 6.51% |
| DW Darren Woolson Asset Allocation Strategies LLC | 5,803 | $273,981.06 | $290,353.1 | $16,372.04 | 5.98% |
| TG Timothy Gerlach Novem Group | 7,622 | $385,825 | $381,366.77 | -$4,458.23 | -1.16% |
Jeffrey Gilbert Balboa Wealth Partners | 11,198 | $510,631.19 | $561,355.74 | $50,724.55 | 9.93% |
John DeMarco Trajan Wealth LLC | 5,435 | $274,874.21 | $272,456.55 | -$2,417.66 | -0.88% |
| BG Becki Goebel TCP Asset Management LLC | 216,985 | $10.37M | $10.93M | $560,979.21 | 5.41% |
Jill Batley Gateway Wealth Partners LLC | 84,933 | $4.18M | $4.27M | $85,172.74 | 2.04% |
| VI Vincent Incerto LaSalle St. Investment Advisors LLC | 13,624 | $647,310.48 | $684,197.28 | $36,886.8 | 5.7% |
Christopher C. Powers Farther Finance Advisors, LLC | 203 | $9,642.5 | $10,133.76 | $491.26 | 5.09% |
Envestnet Portfolio Solutions Inc. Envestnet Portfolio Solutions, Inc. | 11,719 | $578,173.97 | $588,645.37 | $10,471.4 | 1.81% |
Michael G. Hansen IAMS WEALTH MANAGEMENT, LLC | 17,819 | $861,303.04 | $891,128.19 | $29,825.15 | 3.46% |
Courtney Haddad Concurrent Investment Advisors, LLC | 34,025 | $1.62M | $1.71M | $85,025.64 | 5.24% |