| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Katherine Stoner Empower Advisory Group, LLC | 12,697 | $494,221.36 | $568,381.2 | $74,159.84 | 15.01% |
MATTHEW HALL Hill Investment Group Partners, LLC | 460,465 | $13.35M | $20.73M | $7.39M | 55.36% |
| SML Sweeney & Michel LLC SWEENEY & MICHEL, LLC | 41,741 | $1.86M | $1.87M | $13,774.98 | 0.74% |
Nemes Rush Group LLC Nemes Rush Group LLC | 227 | $8,826.27 | $10,219.54 | $1,393.27 | 15.79% |
Megan J. Lottier Rockwood Wealth Management, LLC | 12.34M | $372.27M | $558.7M | $186.43M | 50.08% |
Chad Tobin Slagle Financial, LLC | 5,492 | $217,471.24 | $248,595.38 | $31,124.14 | 14.31% |
Jane Bortnem Cherry Tree Wealth Management, LLC | 299,729 | $8.16M | $13.54M | $5.38M | 65.94% |
| DT Derek Tinnin Altiora Financial Group, LLC | 2.89M | $74M | $130.43M | $56.43M | 76.25% |
Kure Advisory LLC Kure Advisory, LLC | 85,980 | $2.44M | $3.87M | $1.44M | 58.94% |
Rajiv Shah KINGSWOOD WEALTH ADVISORS, LLC | 7,966 | $275,553.66 | $359,027.62 | $83,473.96 | 30.29% |
Bradley H. Owens LJI Wealth Management, LLC | 41,695 | $1.65M | $1.88M | $231,410.91 | 14.02% |
Carrie Miller Trellis Wealth Advisors LLC | 973,802 | $25.95M | $43.84M | $17.88M | 68.9% |
Annmarie Young KPP Advisory Services LLC | 18,011 | $694,685.33 | $809,144.17 | $114,458.84 | 16.48% |
Lars Phillips RAM Investment Partners, LLC | 2.71M | $72.47M | $122.67M | $50.2M | 69.28% |
| SMR Stephen M Reiches Rappaport Reiches Capital Management, LLC | 248,724 | $6.55M | $11.24M | $4.69M | 71.58% |
Christopher C. Powers Farther Finance Advisors, LLC | 2.07M | $81.97M | $92.87M | $10.9M | 13.3% |
Adam M Corrie CAPSTONE CAPITAL LLC | 1.9M | $59.04M | $85.55M | $26.51M | 44.91% |
Patrick J. DiNuzzo DiNuzzo Private Wealth, Inc. | 917,087 | $27.19M | $41.07M | $13.88M | 51.05% |
Ben Loeffler ACORN CREEK CAPITAL LLC | 7,068 | $210,085.36 | $318,378.06 | $108,292.7 | 51.55% |
| SPS Sean P. Skuja QRG CAPITAL MANAGEMENT, INC. | 18,716 | $735,146.14 | $842,781.48 | $107,635.34 | 14.64% |