| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Andrew Halac Talon Private Wealth, LLC | 134,804 | $6.01M | $6.72M | $709,059.95 | 11.8% |
Christopher C. Powers Farther Finance Advisors, LLC | 32,020 | $1.41M | $1.6M | $185,386.33 | 13.14% |
Courtney Haddad Concurrent Investment Advisors, LLC | 12,239 | $564,645.94 | $610,114.15 | $45,468.21 | 8.05% |
David Vollmer PFS Partners, LLC | 2,872 | $95,379.21 | $143,140.48 | $47,761.27 | 50.08% |
PETER KRUSSEL Southland Equity Partners LLC | 373,075 | $11.78M | $18.6M | $6.82M | 57.92% |
Andrea Butler Sequent Planning LLC | 5,696 | $260,866.52 | $287,761.92 | $26,895.4 | 10.31% |
Dustin Schick Evergreen Private Wealth LLC | 3,547 | $132,090.29 | $176,817.95 | $44,727.66 | 33.86% |
Chandler te Velde Maia Wealth LLC | 5,193 | $216,475.31 | $258,871.05 | $42,395.74 | 19.58% |
Signal Advisors Wealth LLC Signal Advisors Wealth, LLC | 110,946 | $5.2M | $5.53M | $334,821.37 | 6.44% |
Focus Financial Network Inc. Focus Financial Network, Inc. | 19,104 | $621,900.25 | $952,334.4 | $330,434.15 | 53.13% |
Chris Chatto Encompass More Asset Management | 18,050 | $784,505.38 | $899,792.5 | $115,287.12 | 14.7% |
Robert R Schulz Schulz Wealth, LTD. | 17,285 | $643,693.53 | $872,201.1 | $228,507.57 | 35.5% |
| AIM Advyzon Investment Management LLC Advyzon Investment Management, LLC | 5,087 | $234,683.1 | $256,995.24 | $22,312.14 | 9.51% |
Brian Distler Lakeridge Wealth Management LLC | 28,017 | $1.13M | $1.4M | $271,129.34 | 24.09% |
Ruth Thortvedt Financial Network Wealth Advisors LLC | 4,433 | $195,881.13 | $220,985.05 | $25,103.92 | 12.82% |
| TWP Triad Wealth Partners LLC Triad Wealth Partners, LLC | 143,967 | $6.5M | $7.26M | $754,680.51 | 11.61% |
Ralph Antolino, Jr AA Financial Advisors, LLC | 170,656 | $6.47M | $8.51M | $2.04M | 31.58% |
Chris M. Frantz Catalina Capital Group, LLC | 10,572 | $465,696.59 | $527,014.2 | $61,317.61 | 13.17% |
Cynthia Schlanger Ashton Thomas Private Wealth, LLC | 10,098 | $406,223.78 | $503,385.3 | $97,161.52 | 23.92% |
Janice M. Powell Diversify Advisory Services, LLC | 9,426 | $467,341 | $475,164.66 | $7,823.66 | 1.67% |