| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Courtney Haddad Concurrent Investment Advisors, LLC | 54,751 | $5M | $5.17M | $178,736.28 | 3.58% |
Charles Corkery PUREfi Wealth, LLC | 4,798 | $397,466 | $453,411 | $55,945 | 14.08% |
KKM Financial LLC KKM Financial LLC | 4,153 | $383,114 | $392,458.5 | $9,344.5 | 2.44% |
Benj Foor Frazier Financial Advisors, LLC | 339 | $20,251.18 | $32,035.5 | $11,784.32 | 58.19% |
Jeff Ramsey Quotient Wealth Partners, LLC | 8,336 | $713,947.83 | $787,752 | $73,804.17 | 10.34% |
Kathryn Miceli Kiely Wealth Advisory Group, Inc. | 27 | $1,639.49 | $2,551.5 | $912.01 | 55.63% |
Andrew Schiff TRITONPOINT WEALTH, LLC | 4,874 | $309,899.63 | $460,593 | $150,693.37 | 48.63% |
Anthony Blagrove Traveka Wealth, LLC | 3,716 | $307,833 | $351,162 | $43,329 | 14.08% |
Heidi Hargis WETZEL INVESTMENT ADVISORS, INC. | 3,687 | $225,299.59 | $348,421.5 | $123,121.91 | 54.65% |
Joshua Stipcich Tidemark, LLC | 717 | $42,840.87 | $67,756.5 | $24,915.63 | 58.16% |
Andrea Butler Sequent Planning LLC | 11,081 | $990,070.67 | $1.05M | $57,083.83 | 5.77% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 583 | $53,114.11 | $55,093.5 | $1,979.39 | 3.73% |
Linda J. Farinola OMNI 360 Wealth, Inc. | 16,775 | $1.25M | $1.59M | $337,289.93 | 27.03% |
Focus Financial Network Inc. Focus Financial Network, Inc. | 23,235 | $1.76M | $2.2M | $437,631.91 | 24.89% |
| FTM F. Thomas Mosley Mosley Wealth Management | 8,631 | $764,093.84 | $815,629.5 | $51,535.66 | 6.74% |
Stephanie Ternes Wealth Forward, LLC | 3,165 | $209,840 | $299,092.5 | $89,252.5 | 42.53% |
Jeremy Wallace Wallace Hart LLC | 38,609 | $3.2M | $3.65M | $450,180.5 | 14.08% |
Cynthia Schlanger Ashton Thomas Private Wealth, LLC | 497 | $41,154 | $46,966.5 | $5,812.5 | 14.12% |
| MA Marie-Andree Alain Federation des caisses Desjardins du Quebec | 67,060 | $3.54M | $6.34M | $2.8M | 79.19% |
Josephine Lee New Insight Wealth Advisors | 5,834 | $370,652.14 | $551,313 | $180,660.86 | 48.74% |