| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Andrew Kirchner ELEVATION WEALTH PARTNERS, LLC | 40 | $4,168.92 | $5,731 | $1,562.08 | 37.47% |
Alexandra Stickelman Root Financial Partners, LLC | 1,062 | $136,269.49 | $152,158.05 | $15,888.56 | 11.66% |
| 3IP 3Chopt Investment Partners LLC 3Chopt Investment Partners, LLC | 7,075 | $778,816 | $1.01M | $234,854.62 | 30.16% |
Andrew Agosta Prosperity Financial Group, Inc. | 10,140 | $1.09M | $1.45M | $360,648.45 | 33.03% |
Denise Reinert CGC Financial Services, LLC | 81 | $10,136 | $11,591.91 | $1,455.91 | 14.36% |
Christopher C. Powers Farther Finance Advisors, LLC | 21,103 | $2.72M | $2.99M | $276,050.66 | 10.16% |
NICOLE MARTIN Arlington Trust Co LLC | 196 | $27,810 | $28,085.82 | $275.82 | 0.99% |
Envestnet Portfolio Solutions Inc. Envestnet Portfolio Solutions, Inc. | 182,987 | $18.88M | $26.26M | $7.38M | 39.11% |
Jay Annis Annis Gardner Whiting Capital Advisors, LLC | 3,340 | $424,564.88 | $479,323.4 | $54,758.52 | 12.9% |
MICHAEL DE LUZ Williams & Novak, LLC | 7,441 | $763,034.14 | $1.07M | $303,223.95 | 39.74% |
Courtney Haddad Concurrent Investment Advisors, LLC | 11,752 | $1.42M | $1.69M | $263,465.7 | 18.51% |
James Rankin Modern Wealth Management, LLC | 9,246 | $1.1M | $1.33M | $224,770.53 | 20.39% |
David Vollmer PFS Partners, LLC | 52,883 | $5.03M | $7.59M | $2.56M | 50.84% |
Amir Har-El Savvy Advisors, Inc. | 4,914 | $564,658.73 | $704,593.84 | $139,935.11 | 24.78% |
CARL LYMANGOOD Petros Family Wealth, LLC | 6,074 | $804,015.34 | $871,679.74 | $67,664.4 | 8.42% |
Twin Peaks Wealth Advisors LLC TWIN PEAKS WEALTH ADVISORS, LLC | 1,539 | $205,925.04 | $220,669.5 | $14,744.46 | 7.16% |
Mark Fonville Fonville Wealth Management LLC | 3,923 | $436,432.31 | $562,499.32 | $126,067.01 | 28.89% |
Andy Bloom MB Generational Wealth, LLC | 8,423 | $914,013.7 | $1.21M | $293,718.07 | 32.13% |
Heidi Hargis WETZEL INVESTMENT ADVISORS, INC. | 3,825 | $359,230.59 | $548,447.59 | $189,217 | 52.67% |
Joshua Stipcich Tidemark, LLC | 366 | $34,709.41 | $52,504.53 | $17,795.12 | 51.27% |