| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Rachel Faulk Cape Investment Advisory Inc. | 353 | $20,803.91 | $21,425.33 | $621.42 | 2.99% |
| FIL FWG Investments LLC FWG Investments LLC | 28,845 | $1.35M | $1.75M | $401,070.03 | 29.72% |
Moises Valladares Insigneo Advisory Services LLC | 11,575 | $565,167.42 | $698,609.12 | $133,441.7 | 23.61% |
| TAL TFB Advisors LLC TFB Advisors LLC | 11,742 | $599,173.18 | $713,267.79 | $114,094.61 | 19.04% |
Andrew T. Gardener Tanglewood Legacy Advisors LLC | 27,895 | $1.14M | $1.69M | $548,042.3 | 48% |
Jill Batley Gateway Wealth Partners LLC | 4,808 | $256,728.02 | $290,042.6 | $33,314.58 | 12.98% |
| JC Jared Calvert Buck Wealth Strategies LLC | 4,935 | $249,700.14 | $299,233.72 | $49,533.58 | 19.84% |
Rajiv Shah KINGSWOOD WEALTH ADVISORS, LLC | 4,866 | $229,818.23 | $295,025.58 | $65,207.35 | 28.37% |
Christopher C. Powers Farther Finance Advisors, LLC | 11,832 | $571,572.39 | $716,550.65 | $144,978.26 | 25.36% |
Envestnet Portfolio Solutions Inc. Envestnet Portfolio Solutions, Inc. | 21,795 | $1.19M | $1.32M | $132,213.94 | 11.11% |
Courtney Haddad Concurrent Investment Advisors, LLC | 14,504 | $774,329.79 | $880,320.28 | $105,990.49 | 13.69% |
James Rankin Modern Wealth Management, LLC | 6,000 | $293,760 | $363,930 | $70,170 | 23.89% |
Amir Har-El Savvy Advisors, Inc. | 5,396 | $264,198.09 | $327,186.46 | $62,988.37 | 23.84% |
KURT TRAULSEN EVOLUTION WEALTH MANAGEMENT INC. | 785 | $39,336.41 | $47,594.55 | $8,258.14 | 20.99% |
Signal Advisors Wealth LLC Signal Advisors Wealth, LLC | 6,856 | $373,437.47 | $414,170.96 | $40,733.49 | 10.91% |
Robert R Schulz Schulz Wealth, LTD. | 11,875 | $521,884.81 | $719,981.25 | $198,096.44 | 37.96% |
Ruth Thortvedt Financial Network Wealth Advisors LLC | 1,176 | $54,133.31 | $70,971.6 | $16,838.29 | 31.11% |
Chris M. Frantz Catalina Capital Group, LLC | 6,172 | $267,048.46 | $374,918.14 | $107,869.68 | 40.39% |
| MA Marie-Andree Alain Federation des caisses Desjardins du Quebec | 725 | $22,634.33 | $44,003.87 | $21,369.54 | 94.41% |
| NRI NFP Retirement Inc. NFP Retirement Inc. | 7,084 | $268,598.02 | $429,007.04 | $160,409.02 | 59.72% |