| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Rajiv Shah KINGSWOOD WEALTH ADVISORS, LLC | 2,244 | $318,454 | $330,013.86 | $11,559.86 | 3.63% |
Andrew Agosta Prosperity Financial Group, Inc. | 10,436 | $1.13M | $1.54M | $402,380.54 | 35.48% |
Denise Reinert CGC Financial Services, LLC | 81 | $10,136 | $11,855.24 | $1,719.24 | 16.96% |
Christopher C. Powers Farther Finance Advisors, LLC | 26,345 | $3.47M | $3.87M | $398,594.03 | 11.49% |
| SPS Sean P. Skuja QRG CAPITAL MANAGEMENT, INC. | 6,083 | $863,117 | $893,471.04 | $30,354.04 | 3.52% |
NICOLE MARTIN Arlington Trust Co LLC | 196 | $27,810 | $28,543.48 | $733.48 | 2.64% |
Envestnet Portfolio Solutions Inc. Envestnet Portfolio Solutions, Inc. | 240,491 | $27.04M | $35.43M | $8.4M | 31.05% |
Jay Annis Annis Gardner Whiting Capital Advisors, LLC | 2,856 | $365,816.96 | $417,789.96 | $51,973 | 14.21% |
MICHAEL DE LUZ Williams & Novak, LLC | 9,120 | $1.01M | $1.34M | $335,645.48 | 33.35% |
| KS Kristi Shields ROGCO, LP | 44 | $6,243 | $6,462.28 | $219.28 | 3.51% |
Courtney Haddad Concurrent Investment Advisors, LLC | 9,881 | $1.23M | $1.46M | $223,865.67 | 18.16% |
James Rankin Modern Wealth Management, LLC | 8,981 | $1.07M | $1.32M | $252,008.92 | 23.54% |
David Vollmer PFS Partners, LLC | 52,457 | $4.99M | $7.65M | $2.66M | 53.33% |
Amir Har-El Savvy Advisors, Inc. | 4,944 | $568,915.43 | $726,842.16 | $157,926.73 | 27.76% |
Andrea N. Thompson WEST PACES ADVISORS INC. | 43 | $6,101 | $6,253.06 | $152.06 | 2.49% |
CARL LYMANGOOD Petros Family Wealth, LLC | 5,813 | $769,466.77 | $857,301.24 | $87,834.47 | 11.41% |
Twin Peaks Wealth Advisors LLC TWIN PEAKS WEALTH ADVISORS, LLC | 2,234 | $304,557.8 | $327,906.52 | $23,348.72 | 7.67% |
Mark Fonville Fonville Wealth Management LLC | 3,923 | $436,432.31 | $577,347.91 | $140,915.6 | 32.29% |
Andy Bloom MB Generational Wealth, LLC | 7,961 | $870,673.47 | $1.17M | $298,877.04 | 34.33% |
Heidi Hargis WETZEL INVESTMENT ADVISORS, INC. | 3,696 | $347,129.1 | $544,698 | $197,568.9 | 56.92% |