| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| TAB Thomas A. Burke Syntegra Private Wealth Group LLC | 16,631 | $585,869.14 | $832,547.86 | $246,678.72 | 42.1% |
| MR Michael Radoff LGT Financial Advisors LLC | 210 | $9,072 | $10,332 | $1,260 | 13.89% |
Jill Batley Gateway Wealth Partners LLC | 10,737 | $463,838 | $528,636.19 | $64,798.19 | 13.97% |
Gregory Bosch Strategies Wealth Advisors, LLC | 11,997 | $441,378.52 | $590,672.29 | $149,293.77 | 33.82% |
Alexandra Stickelman Root Financial Partners, LLC | 1,021 | $41,596 | $50,115.78 | $8,519.78 | 20.48% |
Christopher C. Powers Farther Finance Advisors, LLC | 9,737 | $407,438.05 | $470,735.26 | $63,297.21 | 15.54% |
Envestnet Portfolio Solutions Inc. Envestnet Portfolio Solutions, Inc. | 216,205 | $7.39M | $10.61M | $3.21M | 43.46% |
Benj Foor Frazier Financial Advisors, LLC | 11 | $346.89 | $539.71 | $192.82 | 55.59% |
Chandler te Velde Maia Wealth LLC | 9,387 | $288,091.82 | $460,009.93 | $171,918.11 | 59.67% |
Michael Herman Apollon Financial, LLC | 18,821 | $790,052.96 | $921,005.63 | $130,952.67 | 16.58% |
| JS Jeremy Schletz Edge Financial Advisors LLC | 19,242 | $597,840.72 | $941,607.27 | $343,766.55 | 57.5% |
Cynthia Schlanger Ashton Thomas Private Wealth, LLC | 676 | $29,203 | $33,083.44 | $3,880.44 | 13.29% |
Brady Green GGM Financials LLC | 872 | $37,670 | $42,741.08 | $5,071.08 | 13.46% |
Beth Steinhaus Breakwater Investment Management | 75 | $2,350.6 | $3,674.62 | $1,324.02 | 56.33% |
| AS Alex Sutherland LifePlan Investment Advisors Inc. | 29,037 | $1.04M | $1.38M | $336,468.42 | 32.33% |
| EG Ethan Gilbert Rialto Wealth Management LLC | 439 | $14,013 | $21,098.34 | $7,085.34 | 50.56% |
| JH Julie Hazzard 10Elms LLP | 1 | $31 | $48.28 | $17.28 | 55.74% |
HFM Investment Advisors LLC HFM Investment Advisors LLC | 77 | $2,584.83 | $3,743.35 | $1,158.52 | 44.82% |
| ML Maseco LLP Maseco LLP | 174 | $7,237 | $8,459.01 | $1,222.01 | 16.89% |
Harbor Asset Planning Inc. Harbor Asset Planning Inc. | 993 | $40,922.22 | $48,274.69 | $7,352.47 | 17.97% |