| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| DWM Drive Wealth Management LLC Drive Wealth Management LLC | 1,638 | $203,169.06 | $272,193.99 | $69,024.93 | 33.97% |
Jeffrey D. Munjack JDM Financial Group LLC | 47 | $6,530.18 | $7,811.03 | $1,280.85 | 19.61% |
Amy Hart Phillips Wealth Planners LLC | 1,537 | $190,557.26 | $255,437.26 | $64,880 | 34.05% |
| IR Ira Ravitz Beverly Hills Private Wealth LLC | 1,917 | $236,337.73 | $318,835.44 | $82,497.71 | 34.91% |
| PBO Paul B. Ordonio Park Place Capital Corp. | 232 | $25,953.53 | $38,586.24 | $12,632.71 | 48.67% |
Kevin Kroskey True Wealth Design LLC | 92 | $11,623.38 | $14,961.04 | $3,337.66 | 28.72% |
Jill Batley Gateway Wealth Partners LLC | 4,138 | $574,929 | $688,232.16 | $113,303.16 | 19.71% |
| DD Damir Durkovic Entropy Technologies, LP | 3,843 | $533,946 | $638,937.18 | $104,991.18 | 19.66% |
Andrew Kirchner ELEVATION WEALTH PARTNERS, LLC | 92 | $14,787 | $15,295.92 | $508.92 | 3.44% |
Alexandra Stickelman Root Financial Partners, LLC | 301 | $40,556.37 | $50,044.26 | $9,487.89 | 23.39% |
Jorge Paganin Abacus Wealth Partners, LLC | 5,684 | $794,737 | $945,021.84 | $150,284.84 | 18.91% |
Courtney Holt Compound Planning, Inc. | 1,868 | $249,882.03 | $310,573.68 | $60,691.65 | 24.29% |
Christopher C. Powers Farther Finance Advisors, LLC | 1,414 | $175,874.26 | $232,320.2 | $56,445.94 | 32.09% |
Mathieu Cornu Pictet Asset Management Holding SA | 10,615 | $985,859.19 | $1.77M | $782,599.81 | 79.38% |
Patrick J. DiNuzzo DiNuzzo Private Wealth, Inc. | 14 | $1,370.09 | $2,291.17 | $921.08 | 67.23% |
| SPS Sean P. Skuja QRG CAPITAL MANAGEMENT, INC. | 2,689 | $363,569.32 | $443,227.87 | $79,658.55 | 21.91% |
Envestnet Portfolio Solutions Inc. Envestnet Portfolio Solutions, Inc. | 3,258 | $297,984.73 | $542,832.97 | $244,848.24 | 82.17% |
Syon Capital LLC SYON CAPITAL LLC | 2,403 | $326,415.2 | $400,376.81 | $73,961.61 | 22.66% |
Courtney Haddad Concurrent Investment Advisors, LLC | 11,300 | $1.1M | $1.88M | $784,885.14 | 71.49% |
BRUCE G ALLEN Bruce G. Allen Investments, LLC | 8 | $868.27 | $1,335.81 | $467.54 | 53.85% |