| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| WCI W.H. Cornerstone Investments Inc. W.H. Cornerstone Investments Inc. | 3,914 | $251,133.1 | $325,899.6 | $74,766.5 | 29.77% |
| GPB Greg P. Benner Vertex Planning Partners LLC | 3,243 | $218,163.31 | $270,904 | $52,740.69 | 24.17% |
Jill Grimes Centurion Wealth Management LLC | 6,220 | $340,449.18 | $498,719.6 | $158,270.42 | 46.49% |
| HPM Hoxton Planning & Management LLC Hoxton Planning & Management LLC | 12,560 | $776,450.46 | $1.01M | $230,610.34 | 29.7% |
Stephen Smith Kestra Investment Management LLC | 5,657 | $362,185.3 | $453,578.26 | $91,392.96 | 25.23% |
Bree Pate Olisti Co. Wealth LLC | 455 | $35,532.13 | $36,481.9 | $949.77 | 2.67% |
| TT Thaddeus Toal RCS Financial Planning LLC | 15,806 | $1.09M | $1.27M | $179,978.01 | 16.55% |
Andy Peters Goldstein Advisors LLC | 3,118 | $185,734.74 | $250,001.24 | $64,266.5 | 34.6% |
Jill Batley Gateway Wealth Partners LLC | 29,847 | $2.01M | $2.39M | $384,210.06 | 19.13% |
| DK Daniel Kauper Milestone Investment Advisors LLC | 333 | $15,065 | $27,817.15 | $12,752.15 | 84.65% |
Christopher C. Powers Farther Finance Advisors, LLC | 32,407 | $1.97M | $2.6M | $628,373.14 | 31.9% |
Envestnet Portfolio Solutions Inc. Envestnet Portfolio Solutions, Inc. | 803,987 | $39.79M | $64.46M | $24.67M | 62.01% |
Courtney Haddad Concurrent Investment Advisors, LLC | 26,779 | $1.91M | $2.15M | $240,207.17 | 12.6% |
Amir Har-El Savvy Advisors, Inc. | 17,307 | $1.15M | $1.39M | $236,655.47 | 20.56% |
Uptick Partners LLC UPTICK PARTNERS, LLC | 3,754 | $276,306.61 | $312,577.19 | $36,270.58 | 13.13% |
Twin Peaks Wealth Advisors LLC TWIN PEAKS WEALTH ADVISORS, LLC | 4,421 | $315,474.25 | $367,871.41 | $52,397.16 | 16.61% |
Anthony Blagrove Traveka Wealth, LLC | 9,152 | $679,455.34 | $733,807.36 | $54,352.02 | 8% |
KURT TRAULSEN EVOLUTION WEALTH MANAGEMENT INC. | 2,308 | $168,696.07 | $185,055.44 | $16,359.37 | 9.7% |
| LR Lora Rommel EHRLICH FINANCIAL GROUP | 3,244 | $241,067.17 | $260,103.92 | $19,036.75 | 7.9% |
Chandler te Velde Maia Wealth LLC | 7,304 | $467,446.35 | $585,634.72 | $118,188.37 | 25.28% |