| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Kelly Christopher Significant Wealth Partners LLC | 9,730 | $310,873.6 | $439,504.1 | $128,630.5 | 41.38% |
Paul L. Moffat Arista Wealth Management LLC | 233,536 | $7.34M | $10.51M | $3.17M | 43.16% |
Thomas J. Suttner McGlone Suttner Wealth Management Inc. | 3.84M | $116.92M | $173.35M | $56.43M | 48.26% |
Todd Schanel Core Wealth Management Inc. | 2.99M | $75.61M | $133.92M | $58.32M | 77.13% |
Dana Anspach Sensible Money LLC | 2.22M | $65.44M | $100.36M | $34.91M | 53.35% |
Scott Highmark Mosaic Family Wealth Partners LLC | 41,804 | $1.31M | $1.88M | $563,566.76 | 42.94% |
Scott Paschal Financial Partners Group LLC | 14,175 | $508,032 | $638,725.5 | $130,693.5 | 25.73% |
Stephen K. Hassell Hassell Wealth Management LLC | 331,630 | $8.43M | $14.84M | $6.41M | 76% |
Kyle Moore Quarry Hill Advisors LLC | 865,847 | $24.53M | $38.97M | $14.43M | 58.84% |
Daniel McGlinn Grey Fox Wealth Advisors LLC | 58,972 | $1.45M | $2.67M | $1.22M | 84.43% |
Kevin King LEGACY FINANCIAL GROUP Inc. | 511,473 | $12.49M | $23.1M | $10.62M | 85.02% |
Lee McGowan Monument Group Wealth Advisors LLC | 2.16M | $68.97M | $96.73M | $27.76M | 40.25% |
Jason R. Parker Parker Financial LLC | 974,952 | $31.86M | $43.62M | $11.77M | 36.94% |
Robert Hackenberg Northeast Financial Group Inc. | 8,344 | $266,590.87 | $376,481.28 | $109,890.41 | 41.22% |
| SM Sarah Moore BOS Asset Management LLC | 13,632 | $417,520.92 | $616,370.88 | $198,849.96 | 47.63% |
Andrew Hass RF&L Wealth Management LLC | 282,692 | $6.92M | $12.73M | $5.81M | 83.96% |
Kevin Kroskey True Wealth Design LLC | 1.47M | $40.64M | $66.43M | $25.79M | 63.47% |
| RT Ruth Thortvedt Cravens & Co. Advisors LLC | 359,792 | $9.94M | $16.11M | $6.17M | 62.1% |
Benjamin Cannon Tillman Hartley LLC | 1.65M | $40.33M | $74.31M | $33.98M | 84.25% |
Charles Mattingly Leading Edge Financial Planning LLC | 6,824 | $190,140.8 | $307,387.08 | $117,246.28 | 61.66% |