| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Courtney Holt Compound Planning, Inc. | 14,656 | $563,188.54 | $772,957.44 | $209,768.9 | 37.25% |
Katherine Stoner Empower Advisory Group, LLC | 6,929 | $292,010.2 | $365,435.46 | $73,425.26 | 25.14% |
Nemes Rush Group LLC Nemes Rush Group LLC | 21 | $949 | $1,107.54 | $158.54 | 16.71% |
Scott Kapusta First County Bank /CT/ | 18,452 | $666,855.45 | $973,158.48 | $306,303.03 | 45.93% |
John Shanley Aspect Partners, LLC | 1,077 | $36,327 | $56,800.98 | $20,473.98 | 56.36% |
Jane Bortnem Cherry Tree Wealth Management, LLC | 222,204 | $7.35M | $11.72M | $4.37M | 59.36% |
Rajiv Shah KINGSWOOD WEALTH ADVISORS, LLC | 64,826 | $2.78M | $3.42M | $642,458.87 | 23.14% |
John Hayes LongView Wealth Management | 55,584 | $2.1M | $2.93M | $826,765.44 | 39.28% |
Christopher C. Powers Farther Finance Advisors, LLC | 113,855 | $5.21M | $6M | $791,390.88 | 15.18% |
Patrick J. DiNuzzo DiNuzzo Private Wealth, Inc. | 4,646 | $164,192.21 | $245,030.04 | $80,837.83 | 49.23% |
| SPS Sean P. Skuja QRG CAPITAL MANAGEMENT, INC. | 52,796 | $2.27M | $2.78M | $517,835.56 | 22.85% |
Christopher Barr Red Mountain Financial, LLC | 13,904 | $566,561.95 | $733,296.96 | $166,735.01 | 29.43% |
NICOLE MARTIN Arlington Trust Co LLC | 2,713 | $102,151.76 | $143,083.62 | $40,931.86 | 40.07% |
Envestnet Portfolio Solutions Inc. Envestnet Portfolio Solutions, Inc. | 233,218 | $9.51M | $12.3M | $2.79M | 29.4% |
Matthew J. Syverson Sound Stewardship, LLC | 184,993 | $5.68M | $9.76M | $4.08M | 71.76% |
Courtney Haddad Concurrent Investment Advisors, LLC | 40,073 | $1.87M | $2.11M | $243,574.11 | 13.03% |
James Rankin Modern Wealth Management, LLC | 34,772 | $1.24M | $1.83M | $592,408.3 | 47.72% |
Joseph C. Gissy Tactive Advisors, LLC | 7,120 | $335,350.26 | $375,508.8 | $40,158.54 | 11.98% |
David Vollmer PFS Partners, LLC | 800 | $34,368 | $42,192 | $7,824 | 22.77% |
Benj Foor Frazier Financial Advisors, LLC | 245 | $10,113.8 | $12,921.3 | $2,807.5 | 27.76% |