| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Katherine Stoner Empower Advisory Group, LLC | 5.04M | $566.48M | $765.86M | $199.38M | 35.2% |
John Shanley Aspect Partners, LLC | 23 | $2,645.5 | $3,497.38 | $851.88 | 32.2% |
Jane Bortnem Cherry Tree Wealth Management, LLC | 12,185 | $1.47M | $1.86M | $387,012.67 | 26.35% |
| DT Derek Tinnin Altiora Financial Group, LLC | 3,748 | $429,072 | $570,839.14 | $141,767.14 | 33.04% |
Thomas Dobbins New Republic Capital, LLC | 26 | $2,840.22 | $3,954.99 | $1,114.77 | 39.25% |
Denise Reinert CGC Financial Services, LLC | 35 | $3,867 | $5,326.82 | $1,459.82 | 37.75% |
Christopher C. Powers Farther Finance Advisors, LLC | 58,645 | $8.41M | $8.93M | $523,375.83 | 6.22% |
Ryan Payne Payne Capital Management, LLC | 13,202 | $1.64M | $2.01M | $366,433.24 | 22.33% |
Schoolcraft Capital LLC Schoolcraft Capital LLC | 7,373 | $772,108.81 | $1.13M | $355,149.16 | 46% |
Patrick J. DiNuzzo DiNuzzo Private Wealth, Inc. | 22 | $3,086 | $3,347.3 | $261.3 | 8.47% |
Envestnet Portfolio Solutions Inc. Envestnet Portfolio Solutions, Inc. | 4,017 | $517,324.58 | $611,809.18 | $94,484.6 | 18.26% |
Jay Annis Annis Gardner Whiting Capital Advisors, LLC | 3,969 | $499,996.4 | $603,982.57 | $103,986.17 | 20.8% |
Kevin Bresler TD Waterhouse Canada Inc. | 21,135 | $3.17M | $3.22M | $49,038.03 | 1.55% |
Courtney Haddad Concurrent Investment Advisors, LLC | 4,265 | $658,095 | $649,559.5 | -$8,535.5 | -1.3% |
Charles Corkery PUREfi Wealth, LLC | 1,505 | $202,256.6 | $230,204.8 | $27,948.2 | 13.82% |
James Rankin Modern Wealth Management, LLC | 1,609 | $229,428.99 | $244,712.81 | $15,283.82 | 6.66% |
Benj Foor Frazier Financial Advisors, LLC | 4,121 | $474,542.24 | $626,103.53 | $151,561.29 | 31.94% |
Amir Har-El Savvy Advisors, Inc. | 14,510 | $2.11M | $2.21M | $95,348.34 | 4.52% |
Uptick Partners LLC UPTICK PARTNERS, LLC | 4,227 | $635,940.64 | $643,328.26 | $7,387.62 | 1.16% |
Kathryn Miceli Kiely Wealth Advisory Group, Inc. | 31 | $3,480 | $4,719.59 | $1,239.59 | 35.62% |