| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| PIL PFG Investments LLC PFG Investments LLC | 13,995 | $398,126.03 | $591,918.52 | $193,792.49 | 48.68% |
| JC Jared Calvert Buck Wealth Strategies LLC | 855 | $35,423 | $36,157.86 | $734.86 | 2.07% |
Brian Glas Noble Family Wealth, LLC | 14,248 | $391,678 | $602,334.2 | $210,656.2 | 53.78% |
Bluestem Wealth Partners LLC BlueStem Wealth Partners, LLC | 44,411 | $1.68M | $1.9M | $222,519.31 | 13.27% |
Courtney Holt Compound Planning, Inc. | 17,850 | $757,570.58 | $754,876.5 | -$2,694.08 | -0.36% |
| SML Sweeney & Michel LLC SWEENEY & MICHEL, LLC | 9,940 | $321,568.57 | $425,879.3 | $104,310.73 | 32.44% |
Megan J. Lottier Rockwood Wealth Management, LLC | 8,153 | $328,114.56 | $348,989.16 | $20,874.6 | 6.36% |
Jane Bortnem Cherry Tree Wealth Management, LLC | 11,425 | $301,952.65 | $483,391.75 | $181,439.1 | 60.09% |
Rajiv Shah KINGSWOOD WEALTH ADVISORS, LLC | 30,266 | $980,284.37 | $1.28M | $298,000.14 | 30.4% |
| MWS MFA Wealth Services MFA Wealth Services | 6,295 | $173,116.51 | $269,142.72 | $96,026.21 | 55.47% |
Thomas Dobbins New Republic Capital, LLC | 13,258 | $360,087.01 | $564,525.64 | $204,438.63 | 56.77% |
Elliot Kallen Prosperity Wealth Management, Inc. | 24,990 | $885,130.5 | $1.07M | $180,443.1 | 20.39% |
Christopher C. Powers Farther Finance Advisors, LLC | 189,370 | $8.07M | $7.96M | -$117,763.47 | -1.46% |
DAVID S. SUTPHIN FINANCIAL ADVISORY PARTNERS, LLC | 51,146 | $1.6M | $2.16M | $566,403.73 | 35.49% |
Kevin Orr Centennial Bank/AR/ | 19,867 | $820,910.94 | $845,837.52 | $24,926.58 | 3.04% |
Jon Greer GSG Advisors LLC | 5,329 | $210,595.53 | $228,107.84 | $17,512.31 | 8.32% |
Jesse Steele Etesian Wealth Advisors, Inc. | 4,828 | $205,480 | $206,855.66 | $1,375.66 | 0.67% |
NICOLE MARTIN Arlington Trust Co LLC | 1 | $28 | $42.6 | $14.6 | 52.14% |
Envestnet Portfolio Solutions Inc. Envestnet Portfolio Solutions, Inc. | 10,665 | $441,851 | $451,129.5 | $9,278.5 | 2.1% |
Matthew J. Syverson Sound Stewardship, LLC | 51,499 | $1.4M | $2.2M | $801,852.34 | 57.28% |