| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Benjamin J. Jones National Wealth Management Group, LLC | 4,474 | $454,637.74 | $560,502.72 | $105,864.98 | 23.29% |
Joe-Ben O'Banion TITLEIST ASSET MANAGEMENT, LLC | 5,603 | $527,186.3 | $701,943.84 | $174,757.54 | 33.15% |
Staci Compagno Portside Wealth Group, LLC | 10,955 | $1.23M | $1.37M | $146,409.4 | 11.94% |
Courtney Holt Compound Planning, Inc. | 92,176 | $9.12M | $11.55M | $2.43M | 26.61% |
MATTHEW HALL Hill Investment Group Partners, LLC | 287,140 | $25.09M | $36.61M | $11.52M | 45.93% |
Nemes Rush Group LLC Nemes Rush Group LLC | 901 | $80,384.63 | $115,985.73 | $35,601.1 | 44.29% |
Megan J. Lottier Rockwood Wealth Management, LLC | 17,148 | $1.23M | $2.15M | $922,667.18 | 75.28% |
Chad Tobin Slagle Financial, LLC | 6,172 | $541,440.74 | $773,228.16 | $231,787.42 | 42.81% |
Jane Bortnem Cherry Tree Wealth Management, LLC | 35,902 | $3.3M | $4.5M | $1.2M | 36.37% |
Rajiv Shah KINGSWOOD WEALTH ADVISORS, LLC | 14,100 | $1.52M | $1.77M | $249,049.17 | 16.41% |
Bradley H. Owens LJI Wealth Management, LLC | 6,328 | $645,337.39 | $792,771.84 | $147,434.45 | 22.85% |
Carrie Miller Trellis Wealth Advisors LLC | 3,929 | $382,606.69 | $492,225.12 | $109,618.43 | 28.65% |
Annmarie Young KPP Advisory Services LLC | 82,540 | $8.38M | $10.34M | $1.96M | 23.32% |
John Hayes LongView Wealth Management | 2,928 | $346,279.86 | $366,819.84 | $20,539.98 | 5.93% |
Andrew Agosta Prosperity Financial Group, Inc. | 11,964 | $1.33M | $1.5M | $168,873.68 | 12.7% |
Denise Reinert CGC Financial Services, LLC | 12,910 | $1.24M | $1.62M | $373,209.03 | 30% |
Christopher C. Powers Farther Finance Advisors, LLC | 629,767 | $64.81M | $78.9M | $14.08M | 21.73% |
Anthony Moeller MN Wealth Advisors, LLC | 9,553 | $945,719.54 | $1.2M | $251,080.3 | 26.55% |
Equita Financial Network Inc. Equita Financial Network, Inc. | 42,731 | $3.67M | $5.35M | $1.69M | 45.94% |
Jeremy Intihar TIAA TRUST, NATIONAL ASSOCIATION | 60,837 | $6.06M | $7.73M | $1.67M | 27.6% |