| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| EM Erin Mccann Simplicity Wealth LLC | 48,402 | $2.23M | $2.33M | $101,644.2 | 4.55% |
Michael Byun SageView Advisory Group LLC | 14,927 | $634,503.97 | $716,048.19 | $81,544.22 | 12.85% |
Brian Clay Clay Northam Wealth Management LLC | 13,020 | $399,894.54 | $628,866 | $228,971.46 | 57.26% |
Jason Matthews Kfg Wealth Management LLC | 69,980 | $2.75M | $3.37M | $620,743.24 | 22.54% |
Allison Brooke Blake WorthPointe LLC | 5,862 | $231,959.34 | $283,603.56 | $51,644.22 | 22.26% |
Amanda Hawley Atria Wealth Solutions Inc. | 27,820 | $1.1M | $1.34M | $242,590.4 | 22.04% |
Kevin Zemann WealthPlan Investment Management LLC | 24,274 | $1.07M | $1.17M | $101,657.01 | 9.52% |
Rachel Faulk Cape Investment Advisory Inc. | 38,650 | $1.7M | $1.87M | $163,739.09 | 9.62% |
Rebecca Sierp WPWealth LLP | 99,124 | $3.66M | $4.79M | $1.13M | 30.86% |
| HAI Hofer & Associates. Inc. Hofer & Associates. Inc. | 56,864 | $2.72M | $2.74M | $18,765.12 | 0.69% |
Matthew C. Jessup Jessup Wealth Management Inc. | 5,801 | $254,769.87 | $279,782.23 | $25,012.36 | 9.82% |
Ashley Goggins Hidden Cove Wealth Management LLC | 8,349 | $359,925 | $402,964.48 | $43,039.48 | 11.96% |
Andy Peters Goldstein Advisors LLC | 11,527 | $465,946.73 | $555,140.32 | $89,193.59 | 19.14% |
Steven Trigili Garden State Investment Advisory Services LLC | 6,300 | $249,268.49 | $302,778 | $53,509.51 | 21.47% |
Ryan J. Warner C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors | 8,419 | $396,320.24 | $404,406.66 | $8,086.42 | 2.04% |
Jeffrey Steele Silverlake Wealth Management LLC | 5,524 | $229,552.43 | $265,400.58 | $35,848.15 | 15.62% |
Andrew Halac Talon Private Wealth, LLC | 115,853 | $4.99M | $5.58M | $588,533.6 | 11.78% |
Christopher C. Powers Farther Finance Advisors, LLC | 31,824 | $1.33M | $1.53M | $199,455.44 | 14.96% |
Courtney Haddad Concurrent Investment Advisors, LLC | 14,243 | $622,279.84 | $687,794.47 | $65,514.63 | 10.53% |
Amir Har-El Savvy Advisors, Inc. | 4,915 | $190,947.75 | $236,878.42 | $45,930.67 | 24.05% |