| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Ryan P. Ruggaard Ruggaard & Associates LLC | 102,255 | $6.38M | $8.06M | $1.68M | 26.29% |
Ann Reilley Alpha Financial Advisors LLC | 90,155 | $4.62M | $7.03M | $2.4M | 52% |
Nicole Renaux Pioneer Wealth Management Group | 179,644 | $11.2M | $13.99M | $2.79M | 24.92% |
Brian Lawrence North Ridge Wealth Advisors Inc. | 1,688 | $109,856 | $132,313.88 | $22,457.88 | 20.44% |
Andrew Kirchner ELEVATION WEALTH PARTNERS, LLC | 25,762 | $1.44M | $2.02M | $578,383.59 | 40.23% |
Melissa C. Anderson PCA Investment Advisory Services Inc. | 307,848 | $19.71M | $23.96M | $4.25M | 21.55% |
Alexandra Stickelman Root Financial Partners, LLC | 2.33M | $167.1M | $180.96M | $13.86M | 8.3% |
Ted Fischer FISCHER INVESTMENT STRATEGIES, LLC | 10,678 | $743,936.27 | $830,801.79 | $86,865.52 | 11.68% |
Jorge Paganin Abacus Wealth Partners, LLC | 12,416 | $780,392.22 | $965,778.56 | $185,386.34 | 23.76% |
Courtney Holt Compound Planning, Inc. | 11,656 | $738,454.93 | $908,526.92 | $170,071.99 | 23.03% |
Katherine Stoner Empower Advisory Group, LLC | 7,729 | $517,731.39 | $598,920.21 | $81,188.82 | 15.68% |
MATTHEW HALL Hill Investment Group Partners, LLC | 4,269 | $254,821.77 | $332,362.99 | $77,541.22 | 30.43% |
Nemes Rush Group LLC Nemes Rush Group LLC | 268 | $22,067 | $20,861.12 | -$1,205.88 | -5.46% |
Scott Kapusta First County Bank /CT/ | 9,943 | $609,577.64 | $779,382.05 | $169,804.41 | 27.86% |
Megan J. Lottier Rockwood Wealth Management, LLC | 23,598 | $1.49M | $1.86M | $369,841.18 | 24.85% |
John Shanley Aspect Partners, LLC | 1,706 | $110,651 | $132,453.84 | $21,802.84 | 19.7% |
Jane Bortnem Cherry Tree Wealth Management, LLC | 26,909 | $1.56M | $2.11M | $545,634.34 | 34.91% |
| DT Derek Tinnin Altiora Financial Group, LLC | 67,906 | $3.73M | $5.31M | $1.58M | 42.32% |
Jeremy Sorci Premier Financial Group | 1.18M | $77.56M | $92.11M | $14.55M | 18.76% |
Annmarie Young KPP Advisory Services LLC | 111,946 | $7.68M | $8.71M | $1.03M | 13.35% |