| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| MRC Martin R. Curiel MYECFO, LLC | 2,990 | $1.03M | $1.28M | $246,096.12 | 23.84% |
Kure Advisory LLC Kure Advisory, LLC | 1,111 | $365,116.89 | $432,490.08 | $67,373.19 | 18.45% |
Melissa Imbrogno BROWN WEALTH MANAGEMENT, LLC | 2,993 | $849,950.15 | $1.17M | $315,164.89 | 37.08% |
Michael Ryan Michael S. Ryan, Inc. | 8,866 | $793,848.09 | $3.45M | $2.66M | 334.76% |
Troy Leonard CORNERSTONE ENTERPRISES, LLC | 1,053 | $364,728.15 | $409,911.84 | $45,183.69 | 12.39% |
Rajiv Shah KINGSWOOD WEALTH ADVISORS, LLC | 78,823 | $16.44M | $30.68M | $14.25M | 86.68% |
| ACL AIFG Consultants Ltd. AIFG Consultants Ltd. | 1,373 | $393,154.81 | $534,481.44 | $141,326.63 | 35.95% |
Bradley H. Owens LJI Wealth Management, LLC | 4,157 | $513,664.6 | $1.62M | $1.1M | 215.04% |
Invenio Wealth Partners LLC INVENIO WEALTH PARTNERS LLC | 2,685 | $553,300.08 | $1.05M | $491,916.72 | 88.91% |
Annmarie Young KPP Advisory Services LLC | 12,198 | $4.02M | $4.75M | $724,212.27 | 18% |
| MWS MFA Wealth Services MFA Wealth Services | 4,330 | $1.03M | $1.69M | $654,526.58 | 63.48% |
Tony Macafee UniSuper Management Pty Ltd | 1.56M | $186.41M | $614.98M | $428.57M | 229.9% |
Lars Phillips RAM Investment Partners, LLC | 8,620 | $2.37M | $3.36M | $985,027.39 | 41.55% |
Thomas Healy PFW Advisors LLC | 5,990 | $983,449.62 | $2.33M | $1.35M | 137.1% |
Kent D. Aloia HOGE FINANCIAL SERVICES, LLC | 1,965 | $505,423.56 | $764,935.2 | $259,511.64 | 51.35% |
Andrew Stafford PREVAIL INNOVATIVE WEALTH ADVISORS, LLC | 1,857 | $574,753.08 | $722,892.96 | $148,139.88 | 25.77% |
Thomas Dobbins New Republic Capital, LLC | 11,816 | $3.7M | $4.36M | $654,338.84 | 17.68% |
Dan Stevenson MIDLAND WEALTH ADVISORS LLC | 4,467 | $585,246.66 | $1.74M | $1.15M | 197.12% |
Invesco LLC INVESCO, LLC | 11,791 | $2.08M | $4.59M | $2.51M | 120.87% |
Elizabeth Fleming Armstrong, Fleming & Moore, Inc | 576 | $217,641 | $224,225.28 | $6,584.28 | 3.03% |