| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Moises Valladares Insigneo Advisory Services LLC | 11,575 | $565,167.42 | $692,937.37 | $127,769.95 | 22.61% |
| TAL TFB Advisors LLC TFB Advisors LLC | 11,742 | $599,173.18 | $691,415.93 | $92,242.75 | 15.4% |
Andrew T. Gardener Tanglewood Legacy Advisors LLC | 27,895 | $1.14M | $1.66M | $522,518.37 | 45.76% |
Jill Batley Gateway Wealth Partners LLC | 6,467 | $345,312 | $380,802.83 | $35,490.83 | 10.28% |
| JC Jared Calvert Buck Wealth Strategies LLC | 4,935 | $249,700.14 | $290,592.54 | $40,892.4 | 16.38% |
Rajiv Shah KINGSWOOD WEALTH ADVISORS, LLC | 4,866 | $229,818.23 | $286,529.54 | $56,711.31 | 24.68% |
Christopher C. Powers Farther Finance Advisors, LLC | 12,068 | $582,600.67 | $711,348.26 | $128,747.59 | 22.1% |
Envestnet Portfolio Solutions Inc. Envestnet Portfolio Solutions, Inc. | 21,795 | $1.19M | $1.28M | $92,852.17 | 7.8% |
Courtney Haddad Concurrent Investment Advisors, LLC | 14,572 | $777,926.32 | $858,057.65 | $80,131.33 | 10.3% |
James Rankin Modern Wealth Management, LLC | 6,000 | $293,760 | $359,190 | $65,430 | 22.27% |
Amir Har-El Savvy Advisors, Inc. | 5,396 | $264,198.09 | $317,738.06 | $53,539.97 | 20.27% |
KURT TRAULSEN EVOLUTION WEALTH MANAGEMENT INC. | 785 | $39,336.41 | $46,223.94 | $6,887.53 | 17.51% |
Signal Advisors Wealth LLC Signal Advisors Wealth, LLC | 18,662 | $968,167.25 | $1.1M | $130,725.96 | 13.5% |
Robert R Schulz Schulz Wealth, LTD. | 11,875 | $521,884.81 | $708,979.06 | $187,094.25 | 35.85% |
Ruth Thortvedt Financial Network Wealth Advisors LLC | 1,176 | $54,133.31 | $69,247.58 | $15,114.27 | 27.92% |
Chris M. Frantz Catalina Capital Group, LLC | 6,172 | $267,048.46 | $363,432.05 | $96,383.59 | 36.09% |
| MA Marie-Andree Alain Federation des caisses Desjardins du Quebec | 725 | $22,634.33 | $43,402.12 | $20,767.79 | 91.75% |
| NRI NFP Retirement Inc. NFP Retirement Inc. | 7,084 | $268,598.02 | $423,127.32 | $154,529.3 | 57.53% |
Anubhav Mullick Murphy & Mullick Capital Management Corp | 200 | $9,564 | $11,973 | $2,409 | 25.19% |
REAP Financial Group LLC REAP Financial Group LLC | 94,496 | $4.33M | $5.56M | $1.23M | 28.45% |