| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Jill Grimes Centurion Wealth Management LLC | 6,220 | $340,449.18 | $505,126.2 | $164,677.02 | 48.37% |
| HPM Hoxton Planning & Management LLC Hoxton Planning & Management LLC | 11,089 | $658,535.05 | $900,426.8 | $241,891.75 | 36.73% |
| SS Stephen Smith Kestra Investment Management LLC | 5,750 | $368,020.11 | $466,813.75 | $98,793.64 | 26.84% |
| TWA Talisman Wealth Advisors LLC Talisman Wealth Advisors LLC | 6,190 | $353,474.75 | $502,535.15 | $149,060.4 | 42.17% |
Bree Pate Olisti Co. Wealth LLC | 155 | $11,484 | $12,535.62 | $1,051.62 | 9.16% |
| TT Thaddeus Toal RCS Financial Planning LLC | 16,333 | $1.11M | $1.32M | $212,093.52 | 19.07% |
Andy Peters Goldstein Advisors LLC | 3,412 | $203,200.52 | $276,662.02 | $73,461.5 | 36.15% |
Jill Batley Gateway Wealth Partners LLC | 29,847 | $2.01M | $2.42M | $411,520.06 | 20.48% |
| DK Daniel Kauper Milestone Investment Advisors LLC | 333 | $15,065 | $27,004.63 | $11,939.63 | 79.25% |
Christopher C. Powers Farther Finance Advisors, LLC | 30,216 | $1.79M | $2.42M | $626,518.99 | 34.92% |
Envestnet Portfolio Solutions Inc. Envestnet Portfolio Solutions, Inc. | 843,617 | $41.65M | $68.38M | $26.73M | 64.17% |
Courtney Haddad Concurrent Investment Advisors, LLC | 26,779 | $1.91M | $2.17M | $263,772.69 | 13.83% |
Amir Har-El Savvy Advisors, Inc. | 17,307 | $1.15M | $1.4M | $251,020.28 | 21.81% |
Uptick Partners LLC UPTICK PARTNERS, LLC | 5,063 | $373,291.56 | $410,406.78 | $37,115.22 | 9.94% |
Twin Peaks Wealth Advisors LLC TWIN PEAKS WEALTH ADVISORS, LLC | 4,145 | $293,351.98 | $335,786.45 | $42,434.47 | 14.47% |
Anthony Blagrove Traveka Wealth, LLC | 7,986 | $585,988.82 | $646,945.86 | $60,957.04 | 10.4% |
KURT TRAULSEN EVOLUTION WEALTH MANAGEMENT INC. | 1,720 | $121,562.06 | $139,406 | $17,843.94 | 14.68% |
| LR Lora Rommel EHRLICH FINANCIAL GROUP | 3,244 | $241,067.17 | $262,926.2 | $21,859.03 | 9.07% |
Chandler te Velde Maia Wealth LLC | 7,144 | $454,619.89 | $579,021.2 | $124,401.31 | 27.36% |
Focus Financial Network Inc. Focus Financial Network, Inc. | 8,369 | $544,294.32 | $677,093.94 | $132,799.62 | 24.4% |