| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Christopher C. Powers Farther Finance Advisors, LLC | 14,070 | $1.65M | $2.69M | $1.04M | 62.94% |
NICOLE MARTIN Arlington Trust Co LLC | 203 | $21,649.97 | $38,801.42 | $17,151.45 | 79.22% |
Envestnet Portfolio Solutions Inc. Envestnet Portfolio Solutions, Inc. | 21,113 | $2.6M | $4.04M | $1.44M | 55.25% |
Sandeep Sharma SYNTAX RESEARCH, INC. | 4,164 | $471,409.06 | $795,906.96 | $324,497.9 | 68.84% |
Courtney Haddad Concurrent Investment Advisors, LLC | 4,524 | $526,240.33 | $864,717.36 | $338,477.03 | 64.32% |
James Rankin Modern Wealth Management, LLC | 1,549 | $229,233.38 | $316,119.92 | $86,886.54 | 37.9% |
Joseph C. Gissy Tactive Advisors, LLC | 33,334 | $4.56M | $6.37M | $1.81M | 39.79% |
Amir Har-El Savvy Advisors, Inc. | 8,182 | $957,612.66 | $1.56M | $606,294.82 | 63.31% |
Ann Keitner Quantum Portfolio Management LLC | 2,648 | $529,097 | $540,403.85 | $11,306.85 | 2.14% |
Andrea N. Thompson WEST PACES ADVISORS INC. | 11 | $2,198 | $2,102.54 | -$95.46 | -4.34% |
United Advisor Group LLC United Advisor Group, LLC | 1,414 | $193,329.71 | $270,271.96 | $76,942.25 | 39.8% |
Steven JE Manders BKM Wealth Management, LLC | 1,342 | $183,491.54 | $256,509.88 | $73,018.34 | 39.79% |
| MF Michael Fogarty Foundry Financial Group, Inc. | 2,108 | $218,093.82 | $402,923.12 | $184,829.3 | 84.75% |
Brad Sayre Shared Vision Wealth Group LLC | 2,930 | $311,826.71 | $560,040.2 | $248,213.49 | 79.6% |
| SPI Stonebrook Private Inc. Stonebrook Private Inc. | 2,063 | $293,306.86 | $421,017.04 | $127,710.18 | 43.54% |
Andy Bloom MB Generational Wealth, LLC | 6,410 | $655,432.34 | $1.23M | $569,775.06 | 86.93% |
Anthony Blagrove Traveka Wealth, LLC | 7,475 | $1.06M | $1.43M | $365,965.75 | 34.43% |
Heidi Hargis WETZEL INVESTMENT ADVISORS, INC. | 1,092 | $218,192.52 | $208,724.88 | -$9,467.64 | -4.34% |
Joshua Stipcich Tidemark, LLC | 47 | $4,754.92 | $9,288.61 | $4,533.69 | 95.35% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 368 | $49,961.24 | $73,695.68 | $23,734.44 | 47.51% |