| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 9,850 | $295,479 | $330,713.75 | $35,234.75 | 11.92% |
SkyOak Wealth SkyOak Wealth LLC | 9,435 | $229,115.7 | $316,780.12 | $87,664.42 | 38.26% |
| GAG Goodman Advisory Group LLC Goodman Advisory Group LLC | 383,273 | $11.67M | $12.86M | $1.18M | 10.13% |
| SL Shad Lamm Keystone Wealth Services LLC | 38,371 | $1.14M | $1.29M | $147,472.79 | 12.91% |
Jeffery Yorg Focus Partners Advisor Solutions LLC | 9,080 | $268,725.95 | $305,133.4 | $36,407.45 | 13.55% |
| RS Richard Slavik Newbridge Financial Services Group Inc. | 5,625 | $145,178.25 | $189,365.62 | $44,187.37 | 30.44% |
Kevin Zemann WealthPlan Investment Management LLC | 12,611 | $386,564.85 | $423,035.99 | $36,471.14 | 9.43% |
| MLG Mary L. Gibbons RIA Advisory Group LLC | 45,762 | $1.17M | $1.54M | $365,034.11 | 31.15% |
| NH Nathaniel Holden Core Wealth Partners LLC | 35,199 | $1.09M | $1.16M | $68,547.34 | 6.29% |
Christopher C. Powers Farther Finance Advisors, LLC | 175 | $5,465 | $5,762.75 | $297.75 | 5.45% |
Envestnet Portfolio Solutions Inc. Envestnet Portfolio Solutions, Inc. | 10,686 | $325,906.03 | $357,927.57 | $32,021.54 | 9.83% |
Courtney Haddad Concurrent Investment Advisors, LLC | 9,087 | $280,041.7 | $304,369.06 | $24,327.36 | 8.69% |
Amir Har-El Savvy Advisors, Inc. | 22,746 | $708,773.25 | $761,422.35 | $52,649.1 | 7.43% |
Alan Gilmore Private Wealth Management Group, LLC | 1,209 | $34,602 | $40,435 | $5,833 | 16.86% |