| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Envestnet Portfolio Solutions Inc. Envestnet Portfolio Solutions, Inc. | 3,101 | $611,714.98 | $904,840.79 | $293,125.81 | 47.92% |
MICHAEL DE LUZ Williams & Novak, LLC | 4,472 | $642,358.34 | $1.29M | $648,395.02 | 100.94% |
Amy Jones BARLOW WEALTH PARTNERS, INC. | 1,492 | $216,685.34 | $435,664 | $218,978.66 | 101.06% |
Courtney Haddad Concurrent Investment Advisors, LLC | 4,585 | $1.31M | $1.34M | $29,435 | 2.25% |
Charles Corkery PUREfi Wealth, LLC | 4,515 | $834,733 | $1.3M | $460,665.65 | 55.19% |
James Rankin Modern Wealth Management, LLC | 7,392 | $1.4M | $2.15M | $747,333.54 | 53.32% |
David Vollmer PFS Partners, LLC | 31 | $4,266.81 | $8,817.33 | $4,550.52 | 106.65% |
Benj Foor Frazier Financial Advisors, LLC | 23 | $4,542 | $6,552.35 | $2,010.35 | 44.26% |
Amir Har-El Savvy Advisors, Inc. | 9,407 | $1.76M | $2.73M | $968,159.25 | 55.09% |
Jon Deven Mouton CAP Partners, LLC | 8,000 | $1.22M | $2.3M | $1.09M | 89.22% |
Oxford Wealth Group LLC Oxford Wealth Group, LLC | 17,467 | $3.94M | $5.06M | $1.12M | 28.3% |
| SPI Stonebrook Private Inc. Stonebrook Private Inc. | 9,951 | $1.51M | $2.85M | $1.34M | 88.79% |
| MG Melissa Glennie Capital Management Associates, Inc | 2,260 | $380,954.18 | $650,473.2 | $269,519.02 | 70.75% |
Wayne Atkins VCI Wealth Management LLC | 3,366 | $742,938.86 | $981,660.24 | $238,721.38 | 32.13% |
Joshua Stipcich Tidemark, LLC | 14 | $2,913 | $4,062.66 | $1,149.66 | 39.47% |
KURT TRAULSEN EVOLUTION WEALTH MANAGEMENT INC. | 35 | $9,995 | $10,153.85 | $158.85 | 1.59% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 545 | $95,984.87 | $159,728.59 | $63,743.72 | 66.41% |
Craig Silberg EVERPAR ADVISORS LLC | 14,831 | $3.53M | $4.25M | $720,383.79 | 20.42% |
Linda J. Farinola OMNI 360 Wealth, Inc. | 2,714 | $514,571.1 | $781,835.55 | $267,264.45 | 51.94% |
| LR Lora Rommel EHRLICH FINANCIAL GROUP | 2,729 | $476,396.72 | $796,758.84 | $320,362.12 | 67.25% |