| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| PIL PFG Investments LLC PFG Investments LLC | 1,471 | $320,568.31 | $397,317.11 | $76,748.8 | 23.94% |
Michael Yoder Yoder Wealth Management Inc. | 104,253 | $19.05M | $28.16M | $9.11M | 47.84% |
David Silver INSTRUMENTAL WEALTH, LLC | 3,214 | $488,213.86 | $868,101.43 | $379,887.57 | 77.81% |
Alexandra Stickelman Root Financial Partners, LLC | 2,662 | $563,628.17 | $719,006.23 | $155,378.06 | 27.57% |
Courtney Holt Compound Planning, Inc. | 3,093 | $515,710.23 | $835,419.33 | $319,709.1 | 61.99% |
Katherine Stoner Empower Advisory Group, LLC | 1,203 | $264,921.64 | $349,110.6 | $84,188.96 | 31.78% |
| SML Sweeney & Michel LLC SWEENEY & MICHEL, LLC | 6,923 | $992,660.83 | $1.99M | $994,170.87 | 100.15% |
Jane Bortnem Cherry Tree Wealth Management, LLC | 2,933 | $649,517.47 | $792,203.33 | $142,685.86 | 21.97% |
Bradley H. Owens LJI Wealth Management, LLC | 2,745 | $340,316.44 | $741,424.53 | $401,108.09 | 117.86% |
Andrew Halac Talon Private Wealth, LLC | 1,523 | $245,587.39 | $411,362.32 | $165,774.93 | 67.5% |
Bradley Harsch Strategic Advocates LLC | 25 | $5,671.46 | $7,255 | $1,583.54 | 27.92% |
Christopher C. Powers Farther Finance Advisors, LLC | 12,868 | $3.05M | $3.48M | $422,508.02 | 13.84% |
Envestnet Portfolio Solutions Inc. Envestnet Portfolio Solutions, Inc. | 3,101 | $611,714.98 | $837,580.13 | $225,865.15 | 36.92% |
MICHAEL DE LUZ Williams & Novak, LLC | 4,472 | $642,358.34 | $1.21M | $565,528.9 | 88.04% |
Amy Jones BARLOW WEALTH PARTNERS, INC. | 1,492 | $216,685.34 | $402,989.21 | $186,303.87 | 85.98% |
Charles Corkery PUREfi Wealth, LLC | 4,515 | $834,733 | $1.22M | $384,768.55 | 46.09% |
James Rankin Modern Wealth Management, LLC | 7,392 | $1.4M | $2.16M | $760,491.3 | 54.26% |
David Vollmer PFS Partners, LLC | 31 | $4,266.81 | $8,373.1 | $4,106.29 | 96.24% |
Benj Foor Frazier Financial Advisors, LLC | 23 | $4,542 | $6,600.77 | $2,058.77 | 45.33% |
Amir Har-El Savvy Advisors, Inc. | 9,610 | $1.79M | $2.6M | $806,741.78 | 45.1% |