| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Andrew Kirchner ELEVATION WEALTH PARTNERS, LLC | 180,570 | $12.39M | $16.47M | $4.08M | 32.88% |
Able Financial Group LLC ABLE Financial Group, LLC | 106,019 | $7.94M | $9.67M | $1.73M | 21.86% |
MATTHEW HALL Hill Investment Group Partners, LLC | 134,380 | $7.54M | $12.64M | $5.1M | 67.65% |
Nemes Rush Group LLC Nemes Rush Group LLC | 836 | $54,228.31 | $78,826.44 | $24,598.13 | 45.36% |
Megan J. Lottier Rockwood Wealth Management, LLC | 3.17M | $196.27M | $288.76M | $92.49M | 47.13% |
Shawn Scholz Impact Partnership Wealth, LLC | 3,556 | $285,299.91 | $324,342.76 | $39,042.85 | 13.68% |
Carrie Miller Trellis Wealth Advisors LLC | 250,006 | $13.76M | $22.8M | $9.04M | 65.72% |
Annmarie Young KPP Advisory Services LLC | 6,011 | $516,889.66 | $548,263.31 | $31,373.65 | 6.07% |
Lars Phillips RAM Investment Partners, LLC | 25,502 | $1.61M | $2.33M | $720,911.15 | 44.91% |
Christopher C. Powers Farther Finance Advisors, LLC | 139,685 | $10.72M | $12.74M | $2.02M | 18.89% |
Anthony Moeller MN Wealth Advisors, LLC | 9,417 | $590,826.29 | $858,924.57 | $268,098.28 | 45.38% |
Matthew Wright Disciplina Capital Management LLC | 211,545 | $13.76M | $19.79M | $6.02M | 43.77% |
Courtney Haddad Concurrent Investment Advisors, LLC | 167,301 | $12.26M | $15.26M | $3M | 24.46% |
Mark Petersen Prosperitas Financial LLC | 5,009 | $407,754.91 | $467,039.16 | $59,284.25 | 14.54% |
James Rankin Modern Wealth Management, LLC | 1.54M | $130.28M | $145.42M | $15.14M | 11.62% |
KKM Financial LLC KKM Financial LLC | 6,310 | $404,117.53 | $594,969.9 | $190,852.37 | 47.23% |
Derek Ripp Austin Wealth Management, LLC | 3,774 | $325,555.92 | $344,226.54 | $18,670.62 | 5.73% |
| TJM Tyler J McMurray VISIONARY HORIZONS, LLC | 10,015 | $637,498.36 | $913,468.15 | $275,969.79 | 43.29% |
Amir Har-El Savvy Advisors, Inc. | 39,154 | $3.22M | $3.57M | $348,929.26 | 10.83% |
Owen McCabe Tyche Wealth Partners LLC | 7,359 | $632,197.88 | $684,166.23 | $51,968.35 | 8.22% |