| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Courtney Holt Compound Planning, Inc. | 6,892 | $265,826.95 | $304,557.48 | $38,730.53 | 14.57% |
Katherine Stoner Empower Advisory Group, LLC | 12,697 | $494,221.36 | $561,080.43 | $66,859.07 | 13.53% |
MATTHEW HALL Hill Investment Group Partners, LLC | 495,653 | $14.27M | $21.9M | $7.63M | 53.51% |
Nemes Rush Group LLC Nemes Rush Group LLC | 226 | $8,782 | $9,986.94 | $1,204.94 | 13.72% |
Megan J. Lottier Rockwood Wealth Management, LLC | 12.34M | $372.27M | $545.25M | $172.98M | 46.47% |
Chad Tobin Slagle Financial, LLC | 5,478 | $216,850.21 | $242,072.82 | $25,222.61 | 11.63% |
Jane Bortnem Cherry Tree Wealth Management, LLC | 303,985 | $8.28M | $13.43M | $5.16M | 62.28% |
| DT Derek Tinnin Altiora Financial Group, LLC | 2.89M | $74.08M | $127.72M | $53.64M | 72.4% |
Kure Advisory LLC Kure Advisory, LLC | 85,495 | $2.41M | $3.78M | $1.36M | 56.48% |
Rajiv Shah KINGSWOOD WEALTH ADVISORS, LLC | 8,017 | $277,317.75 | $354,271.23 | $76,953.48 | 27.75% |
Bradley H. Owens LJI Wealth Management, LLC | 48,023 | $1.9M | $2.12M | $220,910.02 | 11.62% |
Carrie Miller Trellis Wealth Advisors LLC | 973,802 | $25.95M | $43.03M | $17.08M | 65.8% |
Annmarie Young KPP Advisory Services LLC | 19,248 | $742,396.5 | $850,569.12 | $108,172.62 | 14.57% |
Lars Phillips RAM Investment Partners, LLC | 2.74M | $73.19M | $121.07M | $47.88M | 65.42% |
| SMR Stephen M Reiches Rappaport Reiches Capital Management, LLC | 248,724 | $6.55M | $10.99M | $4.44M | 67.78% |
Denise Reinert CGC Financial Services, LLC | 1,070 | $29,051 | $47,283.3 | $18,232.3 | 62.76% |
Christopher C. Powers Farther Finance Advisors, LLC | 1.53M | $58.12M | $67.72M | $9.59M | 16.51% |
Adam M Corrie CAPSTONE CAPITAL LLC | 1.84M | $56.42M | $81.28M | $24.85M | 44.05% |
Patrick J. DiNuzzo DiNuzzo Private Wealth, Inc. | 917,087 | $27.19M | $40.53M | $13.34M | 49.06% |
Ben Loeffler ACORN CREEK CAPITAL LLC | 7,000 | $207,068.94 | $309,330 | $102,261.06 | 49.39% |