| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| JC Jared Calvert Buck Wealth Strategies LLC | 566 | $42,417 | $41,734.01 | -$682.99 | -1.61% |
Nemes Rush Group LLC Nemes Rush Group LLC | 49 | $3,500 | $3,615.71 | $115.71 | 3.31% |
Jane Bortnem Cherry Tree Wealth Management, LLC | 60,578 | $3.8M | $4.47M | $660,314.52 | 17.35% |
Melissa Imbrogno BROWN WEALTH MANAGEMENT, LLC | 14,652 | $920,467.17 | $1.07M | $153,377.91 | 16.66% |
Rajiv Shah KINGSWOOD WEALTH ADVISORS, LLC | 19,425 | $1.39M | $1.43M | $38,662.79 | 2.77% |
Elliot Kallen Prosperity Wealth Management, Inc. | 7,845 | $497,533.92 | $572,528.1 | $74,994.18 | 15.07% |
Christopher C. Powers Farther Finance Advisors, LLC | 51,113 | $3.78M | $3.75M | -$34,877.31 | -0.92% |
Patrick J. DiNuzzo DiNuzzo Private Wealth, Inc. | 100 | $6,266 | $7,368 | $1,102 | 17.59% |
Envestnet Portfolio Solutions Inc. Envestnet Portfolio Solutions, Inc. | 2,973 | $222,688 | $218,901.99 | -$3,786.01 | -1.7% |
Kevin Bresler TD Waterhouse Canada Inc. | 8,277 | $555,029.37 | $610,097.67 | $55,068.3 | 9.92% |
| AK Alisha Kamadia United Community Bank | 1,020 | $66,249 | $74,755.8 | $8,506.8 | 12.84% |
Courtney Haddad Concurrent Investment Advisors, LLC | 22,096 | $1.65M | $1.63M | -$19,220.44 | -1.17% |
James Rankin Modern Wealth Management, LLC | 7,579 | $567,684 | $558,913.35 | -$8,770.65 | -1.54% |
Amir Har-El Savvy Advisors, Inc. | 11,186 | $800,285.27 | $825,303.08 | $25,017.81 | 3.13% |
Owen McCabe Tyche Wealth Partners LLC | 3,720 | $233,095 | $272,638.8 | $39,543.8 | 16.96% |
Uptick Partners LLC UPTICK PARTNERS, LLC | 8,953 | $560,994.91 | $656,165.37 | $95,170.46 | 16.96% |
Phillip G. Trueblood Trueblood Wealth Management, LLC | 15,013 | $947,014.17 | $1.1M | $148,634.57 | 15.7% |
Heidi Hargis WETZEL INVESTMENT ADVISORS, INC. | 5,686 | $357,609.91 | $416,726.94 | $59,117.03 | 16.53% |
Kevin Stillman Evernest Financial Advisors, LLC | 3,547 | $224,055.98 | $258,860.06 | $34,804.08 | 15.53% |
Joshua Stipcich Tidemark, LLC | 903 | $60,883.42 | $66,478.86 | $5,595.44 | 9.19% |