| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Nemes Rush Group LLC Nemes Rush Group LLC | 276 | $27,036.11 | $35,706.12 | $8,670.01 | 32.07% |
Megan J. Lottier Rockwood Wealth Management, LLC | 605,983 | $49.76M | $78.81M | $29.04M | 58.36% |
Jane Bortnem Cherry Tree Wealth Management, LLC | 1,103 | $136,989.46 | $143,136.31 | $6,146.85 | 4.49% |
Carrie Miller Trellis Wealth Advisors LLC | 205,672 | $14.5M | $26.61M | $12.11M | 83.56% |
Lars Phillips RAM Investment Partners, LLC | 24,899 | $2.48M | $3.24M | $755,976.63 | 30.47% |
Andrew Stafford PREVAIL INNOVATIVE WEALTH ADVISORS, LLC | 35,268 | $3.78M | $4.58M | $799,902.48 | 21.18% |
Andrew Agosta Prosperity Financial Group, Inc. | 2,266 | $206,015.56 | $294,387.39 | $88,371.83 | 42.9% |
Christopher C. Powers Farther Finance Advisors, LLC | 81,781 | $9.51M | $10.57M | $1.06M | 11.12% |
Anthony Moeller MN Wealth Advisors, LLC | 69,840 | $6.14M | $9.08M | $2.94M | 47.84% |
Matthew Wright Disciplina Capital Management LLC | 377,700 | $34.3M | $48.89M | $14.59M | 42.55% |
Courtney Haddad Concurrent Investment Advisors, LLC | 130,733 | $14.67M | $16.97M | $2.29M | 15.63% |
Mark Petersen Prosperitas Financial LLC | 2,722 | $273,843.63 | $353,315.6 | $79,471.97 | 29.02% |
James Rankin Modern Wealth Management, LLC | 24,762 | $2.48M | $3.21M | $726,906.11 | 29.27% |
Benj Foor Frazier Financial Advisors, LLC | 574 | $53,026.51 | $73,965.64 | $20,939.13 | 39.49% |
Derek Ripp Austin Wealth Management, LLC | 25,909 | $2.83M | $3.37M | $542,520.32 | 19.2% |
| TJM Tyler J McMurray VISIONARY HORIZONS, LLC | 62,166 | $5.51M | $8.07M | $2.56M | 46.38% |
Amir Har-El Savvy Advisors, Inc. | 37,075 | $4.26M | $4.8M | $535,983.31 | 12.57% |
Owen McCabe Tyche Wealth Partners LLC | 1,633 | $209,167 | $211,016.26 | $1,849.26 | 0.88% |
William Ramsay Financial Symmetry Inc | 82,060 | $7.41M | $10.62M | $3.22M | 43.44% |
Uptick Partners LLC UPTICK PARTNERS, LLC | 11,344 | $1.27M | $1.47M | $200,811.35 | 15.87% |