| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Jane Bortnem Cherry Tree Wealth Management, LLC | 3,231 | $73,473.31 | $86,978.84 | $13,505.53 | 18.38% |
Lars Phillips RAM Investment Partners, LLC | 1.43M | $31.19M | $38.44M | $7.25M | 23.23% |
Christopher C. Powers Farther Finance Advisors, LLC | 66,302 | $1.56M | $1.8M | $237,437.97 | 15.22% |
Patrick J. DiNuzzo DiNuzzo Private Wealth, Inc. | 45,981 | $1.05M | $1.22M | $174,280.71 | 16.64% |
NICOLE MARTIN Arlington Trust Co LLC | 728 | $17,217 | $19,637.8 | $2,420.8 | 14.06% |
Courtney Haddad Concurrent Investment Advisors, LLC | 446,859 | $10.57M | $12.04M | $1.47M | 13.93% |
Benj Foor Frazier Financial Advisors, LLC | 5,914 | $134,178.05 | $159,352.73 | $25,174.68 | 18.76% |
Derek Ripp Austin Wealth Management, LLC | 39,322 | $767,565.44 | $1.06M | $293,145.51 | 38.19% |
Scott L. Comeau BCU Wealth Advisors, LLC | 177,401 | $4.15M | $4.8M | $651,557.31 | 15.71% |
Integrity Wealth Solutions LLC Integrity Wealth Solutions LLC | 209,225 | $4.85M | $5.64M | $792,504.69 | 16.36% |
Mark Fonville Fonville Wealth Management LLC | 16,492 | $375,020.83 | $444,212.02 | $69,191.19 | 18.45% |
Scott K Sprinkle Sprinkle Financial Consultants LLC | 55,756 | $1.29M | $1.5M | $211,648.25 | 16.39% |
| RJ Rebecca Judd Pathstone Holdings, LLC | 509,846 | $11.9M | $13.77M | $1.87M | 15.69% |
Deanne Rosso ELEVATE WEALTH ADVISORY, INC | 17,200 | $392,726.69 | $463,626 | $70,899.31 | 18.05% |
Simone Vannoy Vannoy Advisory Group, Inc. | 282,335 | $6.44M | $7.61M | $1.17M | 18.24% |
Brian Distler Lakeridge Wealth Management LLC | 32,793 | $755,113.71 | $887,214.61 | $132,100.9 | 17.49% |
Ryan Gibbs Heritage Wealth Management, Inc. /CA/ | 39,974 | $911,772.4 | $1.08M | $165,530.9 | 18.15% |
Patrick Gaul Oceanside Advisors LLC | 235,198 | $5.4M | $6.34M | $940,966.84 | 17.43% |
John Noonan GREAT OAK CAPITAL PARTNERS, LLC | 1.08M | $24.77M | $29.26M | $4.49M | 18.13% |
Thaddeus Gilliam Verisail Partners, LLC | 8,948 | $204,920 | $242,088.14 | $37,168.14 | 18.14% |