| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Michael Byun SageView Advisory Group LLC | 14,758 | $518,146.98 | $742,032.24 | $223,885.26 | 43.21% |
Brian Clay Clay Northam Wealth Management LLC | 64,517 | $2.41M | $3.22M | $807,223.31 | 33.44% |
Mark Fiskio Empirical Asset Management LLC | 23,830 | $988,702.41 | $1.2M | $209,469.99 | 21.19% |
Amanda Hawley Atria Wealth Solutions Inc. | 13,771 | $435,908.54 | $675,192.12 | $239,283.58 | 54.89% |
Rachel Faulk Cape Investment Advisory Inc. | 85 | $4,420 | $4,271.25 | -$148.75 | -3.37% |
Bert D. Barre Colonial Trust Co. / SC | 726 | $34,278.16 | $36,251.07 | $1,972.91 | 5.76% |
| TAB Thomas A. Burke Syntegra Private Wealth Group LLC | 17,688 | $640,833.14 | $867,242.62 | $226,409.48 | 35.33% |
Michael Radoff LGT Financial Advisors LLC | 207 | $8,942.4 | $10,149.21 | $1,206.81 | 13.5% |
Jill Batley Gateway Wealth Partners LLC | 10,737 | $463,838 | $526,435.1 | $62,597.1 | 13.5% |
Gregory Bosch Strategies Wealth Advisors, LLC | 11,997 | $441,378.52 | $611,847 | $170,468.48 | 38.62% |
Christopher C. Powers Farther Finance Advisors, LLC | 11,372 | $492,461.79 | $557,569.15 | $65,107.36 | 13.22% |
Envestnet Portfolio Solutions Inc. Envestnet Portfolio Solutions, Inc. | 394,433 | $16.66M | $19.34M | $2.68M | 16.07% |
| KS Kristi Shields ROGCO, LP | 475 | $24,700 | $23,289.25 | -$1,410.75 | -5.71% |
Benj Foor Frazier Financial Advisors, LLC | 11 | $346.89 | $553.08 | $206.19 | 59.44% |
Andrea N. Thompson WEST PACES ADVISORS INC. | 22 | $1,144 | $1,078.66 | -$65.34 | -5.71% |
Chandler te Velde Maia Wealth LLC | 8,532 | $261,851.44 | $418,323.95 | $156,472.51 | 59.76% |
Michael Herman Apollon Financial, LLC | 18,665 | $783,560.23 | $915,144.93 | $131,584.7 | 16.79% |
| JS Jeremy Schletz Edge Financial Advisors LLC | 19,242 | $597,840.72 | $943,435.24 | $345,594.52 | 57.81% |
Cynthia Schlanger Ashton Thomas Private Wealth, LLC | 1,501 | $72,103 | $73,594.03 | $1,491.03 | 2.07% |
Brady Green GGM Financials LLC | 1,695 | $80,466 | $83,105.85 | $2,639.85 | 3.28% |