| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Certus Wealth Management LLC Certus Wealth Management, LLC | 84,708 | $3.03M | $3.61M | $580,951.07 | 19.18% |
Thomas Dobbins New Republic Capital, LLC | 2,893 | $104,045.72 | $126,872.51 | $22,826.79 | 21.94% |
John Hayes LongView Wealth Management | 5,020 | $192,811.97 | $213,902.2 | $21,090.23 | 10.94% |
Christopher C. Powers Farther Finance Advisors, LLC | 282,158 | $10.49M | $12.02M | $1.54M | 14.67% |
Anthony Moeller MN Wealth Advisors, LLC | 10,656 | $382,436.72 | $454,052.16 | $71,615.44 | 18.73% |
| HG Heather Greenwood Cobblestone Asset Management LLC | 76,018 | $2.72M | $3.24M | $521,763.65 | 19.2% |
| SPS Sean P. Skuja QRG CAPITAL MANAGEMENT, INC. | 19,399 | $737,651.91 | $826,591.39 | $88,939.48 | 12.06% |
Jesse Steele Etesian Wealth Advisors, Inc. | 22,735 | $828,814.04 | $968,738.35 | $139,924.31 | 16.88% |
Envestnet Portfolio Solutions Inc. Envestnet Portfolio Solutions, Inc. | 3.04M | $108.9M | $129.57M | $20.68M | 18.99% |
Kickstand Ventures LLC KICKSTAND VENTURES, LLC. | 18,876 | $690,135.8 | $804,306.36 | $114,170.56 | 16.54% |
Courtney Haddad Concurrent Investment Advisors, LLC | 192,269 | $7.14M | $8.19M | $1.05M | 14.78% |
Charles Corkery PUREfi Wealth, LLC | 6,054 | $215,726.88 | $257,960.94 | $42,234.06 | 19.58% |
James Rankin Modern Wealth Management, LLC | 148,532 | $5.52M | $6.59M | $1.08M | 19.5% |
Scott L. Comeau BCU Wealth Advisors, LLC | 27,017 | $971,058.82 | $1.15M | $180,135.55 | 18.55% |
Amir Har-El Savvy Advisors, Inc. | 16,095 | $582,958 | $685,807.95 | $102,849.95 | 17.64% |
Owen McCabe Tyche Wealth Partners LLC | 91,829 | $3.41M | $3.91M | $502,813.53 | 14.75% |
United Advisor Group LLC United Advisor Group, LLC | 40,033 | $1.51M | $1.71M | $193,201.83 | 12.77% |
Uptick Partners LLC UPTICK PARTNERS, LLC | 6,444 | $233,404.73 | $285,114.78 | $51,710.05 | 22.15% |
Twin Peaks Wealth Advisors LLC TWIN PEAKS WEALTH ADVISORS, LLC | 89,880 | $3.34M | $3.98M | $639,776.31 | 19.17% |
Brad Sayre Shared Vision Wealth Group LLC | 52,416 | $1.93M | $2.23M | $298,700.08 | 15.44% |