| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Andy Peters Goldstein Advisors LLC | 1,955 | $266,245.02 | $299,427.8 | $33,182.78 | 12.46% |
John Canning Mi LLCreek Capital Advisors LLC | 7,835 | $649,383.22 | $1.2M | $550,625.38 | 84.79% |
Jarrod Musick Destiny Capital Corp./ Co. | 8,312 | $706,881.42 | $1.32M | $613,396.66 | 86.78% |
Andrew T. Gardener Tanglewood Legacy Advisors LLC | 104 | $8,561 | $16,519.36 | $7,958.36 | 92.96% |
Jeffrey Steele Silverlake Wealth Management LLC | 4,819 | $565,088.45 | $738,078.04 | $172,989.59 | 30.61% |
| DK Daniel Kauper Milestone Investment Advisors LLC | 13,089 | $1.12M | $2.09M | $975,271.2 | 87.41% |
| PIA Panoramic Investment Advisors LLC Panoramic Investment Advisors LLC | 1,373 | $211,854 | $218,265.81 | $6,411.81 | 3.03% |
Johnathan Kasting DDFG Inc. | 1,405 | $216,792 | $215,189.8 | -$1,602.2 | -0.74% |
| PIL PFG Investments LLC PFG Investments LLC | 3,017 | $306,556.55 | $462,083.72 | $155,527.17 | 50.73% |
| AW Ariel Weisbard Values Added Financial LLC | 1,860 | $286,998 | $284,877.6 | -$2,120.4 | -0.74% |
Andrew Kirchner ELEVATION WEALTH PARTNERS, LLC | 150 | $15,076.5 | $22,974 | $7,897.5 | 52.38% |
Katherine Stoner Empower Advisory Group, LLC | 2,480 | $332,807.2 | $394,245.6 | $61,438.4 | 18.46% |
Christopher C. Powers Farther Finance Advisors, LLC | 5,521 | $645,297.28 | $845,596.36 | $200,299.08 | 31.04% |
Dina Fliss Global View Capital Management LLC | 2,303 | $311,961.83 | $352,727.48 | $40,765.65 | 13.07% |
Envestnet Portfolio Solutions Inc. Envestnet Portfolio Solutions, Inc. | 4,166 | $457,778.42 | $638,064.56 | $180,286.14 | 39.38% |
Matthew J. Syverson Sound Stewardship, LLC | 3,226 | $270,828.67 | $494,094.16 | $223,265.49 | 82.44% |
Courtney Haddad Concurrent Investment Advisors, LLC | 2,597 | $296,706.65 | $397,756.52 | $101,049.87 | 34.06% |
James Rankin Modern Wealth Management, LLC | 29,197 | $3.71M | $4.66M | $953,311.16 | 25.69% |
Lydia Gallas Harbour Trust & Investment Management Co | 1,574 | $213,700 | $241,073.84 | $27,373.84 | 12.81% |
Amir Har-El Savvy Advisors, Inc. | 5,105 | $690,573.3 | $781,881.8 | $91,308.5 | 13.22% |