| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Amanda Hawley Atria Wealth Solutions Inc. | 27,820 | $1.1M | $1.29M | $192,514.4 | 17.49% |
Kevin Zemann WealthPlan Investment Management LLC | 24,474 | $1.07M | $1.14M | $63,760.83 | 5.94% |
| RS Rebecca Sierp WPWealth LLP | 99,835 | $3.68M | $4.64M | $959,354.07 | 26.06% |
Matthew C. Jessup Jessup Wealth Management Inc. | 5,801 | $254,769.87 | $269,688.49 | $14,918.62 | 5.86% |
Ashley Goggins Hidden Cove Wealth Management LLC | 8,349 | $359,925 | $388,145.01 | $28,220.01 | 7.84% |
Andy Peters Goldstein Advisors LLC | 11,394 | $459,577.36 | $529,707.06 | $70,129.7 | 15.26% |
| ST Steven Trigili Garden State Investment Advisory Services LLC | 6,300 | $249,268.49 | $292,887 | $43,618.51 | 17.5% |
Jeffrey Steele Silverlake Wealth Management LLC | 6,162 | $255,899.91 | $286,471.38 | $30,571.47 | 11.95% |
Andrew Halac Talon Private Wealth, LLC | 144,195 | $6.22M | $6.7M | $487,379.55 | 7.84% |
Christopher C. Powers Farther Finance Advisors, LLC | 34,215 | $1.41M | $1.59M | $181,916.78 | 12.91% |
Courtney Haddad Concurrent Investment Advisors, LLC | 12,646 | $548,163.15 | $587,912.54 | $39,749.39 | 7.25% |
Amir Har-El Savvy Advisors, Inc. | 5,416 | $210,411.6 | $251,789.84 | $41,378.24 | 19.67% |
PETER KRUSSEL Southland Equity Partners LLC | 88,714 | $3.18M | $4.12M | $945,837.13 | 29.76% |
Andrea Butler Sequent Planning LLC | 6,116 | $263,599.86 | $285,586.62 | $21,986.76 | 8.34% |
Marion Hebert CENTRAL VALLEY ADVISORS, LLC | 12,476 | $450,634 | $582,566.82 | $131,932.82 | 29.28% |
Signal Advisors Wealth LLC Signal Advisors Wealth, LLC | 116,840 | $5.11M | $5.45M | $341,813.58 | 6.69% |
Focus Financial Network Inc. Focus Financial Network, Inc. | 19,062 | $576,332.38 | $889,718.85 | $313,386.47 | 54.38% |
Chris Chatto Encompass More Asset Management | 17,307 | $692,518.15 | $805,294.71 | $112,776.56 | 16.28% |
| AIM Advyzon Investment Management LLC Advyzon Investment Management, LLC | 51,789 | $2.19M | $2.42M | $229,041.57 | 10.47% |
Brian Distler Lakeridge Wealth Management LLC | 11,270 | $494,978 | $524,393.1 | $29,415.1 | 5.94% |