| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Jorge Paganin Abacus Wealth Partners, LLC | 12,416 | $780,392.22 | $1.01M | $225,676.25 | 28.92% |
Courtney Holt Compound Planning, Inc. | 9,761 | $599,411.55 | $790,933.82 | $191,522.27 | 31.95% |
Katherine Stoner Empower Advisory Group, LLC | 7,729 | $517,731.39 | $647,767.49 | $130,036.1 | 25.12% |
MATTHEW HALL Hill Investment Group Partners, LLC | 4,269 | $254,821.77 | $357,784.89 | $102,963.12 | 40.41% |
Nemes Rush Group LLC Nemes Rush Group LLC | 268 | $22,067 | $22,640.64 | $573.64 | 2.6% |
Scott Kapusta First County Bank /CT/ | 10,012 | $613,700.39 | $811,272.35 | $197,571.96 | 32.19% |
Megan J. Lottier Rockwood Wealth Management, LLC | 23,598 | $1.49M | $1.91M | $423,762.59 | 28.47% |
John Shanley Aspect Partners, LLC | 1,706 | $110,651 | $138,237.18 | $27,586.18 | 24.93% |
Jane Bortnem Cherry Tree Wealth Management, LLC | 26,314 | $1.5M | $2.13M | $629,800.06 | 41.92% |
| DT Derek Tinnin Altiora Financial Group, LLC | 67,906 | $3.73M | $5.67M | $1.93M | 51.81% |
Jeremy Sorci Premier Financial Group | 1.18M | $77.82M | $95.82M | $17.99M | 23.12% |
Annmarie Young KPP Advisory Services LLC | 111,946 | $7.68M | $9.07M | $1.39M | 18.05% |
Lars Phillips RAM Investment Partners, LLC | 3,335 | $199,368.1 | $270,235.05 | $70,866.95 | 35.55% |
Alisha Arvold Christopher J. Hasenberg, Inc | 3,708 | $236,237 | $300,459.24 | $64,222.24 | 27.19% |
Andrew Stafford PREVAIL INNOVATIVE WEALTH ADVISORS, LLC | 32,969 | $2.19M | $2.67M | $478,796.21 | 21.84% |
Norden Group LLC NORDEN GROUP LLC | 4,756 | $330,181.66 | $385,378.68 | $55,197.02 | 16.72% |
Christopher C. Powers Farther Finance Advisors, LLC | 388,136 | $25.58M | $31.45M | $5.87M | 22.95% |
Schoolcraft Capital LLC Schoolcraft Capital LLC | 40,064 | $2.28M | $3.33M | $1.05M | 46.24% |
Patrick J. DiNuzzo DiNuzzo Private Wealth, Inc. | 719,169 | $43.07M | $58.27M | $15.21M | 35.31% |
Kevin Orr Centennial Bank/AR/ | 1,015 | $83,575 | $84,737.27 | $1,162.27 | 1.39% |