| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Daren Blonski Fermata Advisors LLC | 35,367 | $2.42M | $2.43M | $7,780.74 | 0.32% |
| RE Rod Ehrlich Wayfinding Financial LLC | 17,831 | $1.2M | $1.23M | $33,593.6 | 2.8% |
Paul Elam Oak Harbor Wealth Partners LLC | 137 | $9,203.11 | $9,433.82 | $230.71 | 2.51% |
Dalila Toledo Ascent Group LLC | 4,874 | $327,415.82 | $332,626.13 | $5,210.31 | 1.59% |
Kevin Zemann WealthPlan Investment Management LLC | 493,060 | $33.77M | $34.03M | $256,392.19 | 0.76% |
Jessica Thayer Unique Wealth LLC | 28,673 | $1.93M | $1.98M | $50,949.5 | 2.65% |
Jill Batley Gateway Wealth Partners LLC | 4,190 | $281,468 | $286,412.9 | $4,944.9 | 1.76% |
| 3IP 3Chopt Investment Partners LLC 3Chopt Investment Partners, LLC | 6,737 | $452,565 | $462,899.27 | $10,334.27 | 2.28% |
Christopher C. Powers Farther Finance Advisors, LLC | 16,008 | $1.08M | $1.1M | $22,602.5 | 2.09% |
Envestnet Portfolio Solutions Inc. Envestnet Portfolio Solutions, Inc. | 11,073 | $743,840 | $765,808.68 | $21,968.68 | 2.95% |