| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Joe-Ben O'Banion TITLEIST ASSET MANAGEMENT, LLC | 5,673 | $533,943.4 | $716,301.34 | $182,357.94 | 34.15% |
Staci Compagno Portside Wealth Group, LLC | 9,847 | $1.09M | $1.23M | $143,765.29 | 13.22% |
Courtney Holt Compound Planning, Inc. | 120,349 | $12.23M | $15.2M | $2.96M | 24.22% |
MATTHEW HALL Hill Investment Group Partners, LLC | 271,433 | $23.13M | $34.27M | $11.14M | 48.17% |
Nemes Rush Group LLC Nemes Rush Group LLC | 917 | $81,929.26 | $115,785 | $33,855.74 | 41.32% |
Megan J. Lottier Rockwood Wealth Management, LLC | 16,657 | $1.16M | $2.1M | $936,902.23 | 80.46% |
Chad Tobin Slagle Financial, LLC | 6,154 | $539,195 | $777,034.81 | $237,839.81 | 44.11% |
Jane Bortnem Cherry Tree Wealth Management, LLC | 35,902 | $3.3M | $4.54M | $1.24M | 37.51% |
Rajiv Shah KINGSWOOD WEALTH ADVISORS, LLC | 13,402 | $1.43M | $1.69M | $262,760.59 | 18.37% |
Bradley H. Owens LJI Wealth Management, LLC | 7,611 | $776,179.35 | $961,459.57 | $185,280.22 | 23.87% |
Carrie Miller Trellis Wealth Advisors LLC | 3,913 | $380,610.47 | $485,525.04 | $104,914.57 | 27.56% |
Annmarie Young KPP Advisory Services LLC | 76,462 | $7.63M | $9.66M | $2.03M | 26.65% |
John Hayes LongView Wealth Management | 2,041 | $235,636 | $255,839.35 | $20,203.35 | 8.57% |
Andrew Agosta Prosperity Financial Group, Inc. | 11,379 | $1.26M | $1.44M | $180,464.17 | 14.36% |
Denise Reinert CGC Financial Services, LLC | 10,802 | $981,155.58 | $1.36M | $381,516.72 | 38.88% |
Christopher C. Powers Farther Finance Advisors, LLC | 558,513 | $55.92M | $70.01M | $14.09M | 25.19% |
Anthony Moeller MN Wealth Advisors, LLC | 8,597 | $826,441.9 | $1.09M | $259,574.12 | 31.41% |
Equita Financial Network Inc. Equita Financial Network, Inc. | 43,396 | $3.72M | $5.48M | $1.76M | 47.36% |
Jeremy Intihar TIAA TRUST, NATIONAL ASSOCIATION | 66,653 | $6.63M | $8.42M | $1.78M | 26.88% |
Jesse Steele Etesian Wealth Advisors, Inc. | 25,479 | $2.11M | $3.22M | $1.11M | 52.69% |