| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Dana Anspach Sensible Money LLC | 3,213 | $213,022 | $297,636.25 | $84,614.25 | 39.72% |
| JC Jared Calvert Buck Wealth Strategies LLC | 285 | $25,784 | $26,316.9 | $532.9 | 2.07% |
| 3IP 3Chopt Investment Partners LLC 3Chopt Investment Partners, LLC | 580 | $45,559.16 | $53,325.2 | $7,766.04 | 17.05% |
Christopher C. Powers Farther Finance Advisors, LLC | 635 | $57,579.69 | $57,969.15 | $389.46 | 0.68% |
Kevin Bresler TD Waterhouse Canada Inc. | 603 | $55,639 | $55,783.53 | $144.53 | 0.26% |
Courtney Haddad Concurrent Investment Advisors, LLC | 54,092 | $4.93M | $5M | $69,610.47 | 1.41% |
Charles Corkery PUREfi Wealth, LLC | 4,450 | $368,637.7 | $409,133 | $40,495.3 | 10.99% |
Benj Foor Frazier Financial Advisors, LLC | 339 | $20,251.18 | $30,947.31 | $10,696.13 | 52.82% |
Jeff Ramsey Quotient Wealth Partners, LLC | 8,453 | $724,532.82 | $771,674.37 | $47,141.55 | 6.51% |
Kathryn Miceli Kiely Wealth Advisory Group, Inc. | 27 | $1,639.49 | $2,464.83 | $825.34 | 50.34% |
Benjamin Carter Turtle Creek Wealth Advisors, LLC | 2,685 | $241,435 | $245,113.65 | $3,678.65 | 1.52% |
Andrew Schiff TRITONPOINT WEALTH, LLC | 4,121 | $264,917.67 | $378,884.74 | $113,967.07 | 43.02% |
Anthony Blagrove Traveka Wealth, LLC | 3,990 | $332,621.76 | $366,840.6 | $34,218.84 | 10.29% |
Heidi Hargis WETZEL INVESTMENT ADVISORS, INC. | 3,325 | $203,673.71 | $303,539.25 | $99,865.54 | 49.03% |
Joshua Stipcich Tidemark, LLC | 717 | $42,840.87 | $65,949.66 | $23,108.79 | 53.94% |
Andrea Butler Sequent Planning LLC | 12,317 | $1.1M | $1.13M | $30,529.08 | 2.77% |
KURT TRAULSEN EVOLUTION WEALTH MANAGEMENT INC. | 32 | $2,895 | $2,943.36 | $48.36 | 1.67% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 583 | $53,114.11 | $53,222.07 | $107.96 | 0.2% |
Linda J. Farinola OMNI 360 Wealth, Inc. | 17,326 | $1.3M | $1.58M | $284,197.04 | 21.9% |
| JWM JPL Wealth Management LLC JPL Wealth Management, LLC | 391 | $35,374 | $36,171.41 | $797.41 | 2.25% |