| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Dana Anspach Sensible Money LLC | 8,625 | $654,590.3 | $721,998.75 | $67,408.45 | 10.3% |
Scott Highmark Mosaic Family Wealth Partners LLC | 25,402 | $1.63M | $2.12M | $488,848.87 | 29.99% |
Kevin King LEGACY FINANCIAL GROUP Inc. | 18,419 | $1.4M | $1.54M | $143,854.27 | 10.29% |
| SM Sarah Moore BOS Asset Management LLC | 9,069 | $618,501.76 | $760,571.68 | $142,069.92 | 22.97% |
| LAM Lakewood Asset Management LLC Lakewood Asset Management LLC | 59,183 | $4.75M | $4.96M | $207,280.19 | 4.36% |
Ann Reilley Alpha Financial Advisors LLC | 6,944 | $521,937.81 | $579,858.72 | $57,920.91 | 11.1% |
Brian Lawrence North Ridge Wealth Advisors Inc. | 1,228 | $88,418.65 | $102,986.22 | $14,567.57 | 16.48% |
Andrew Kirchner ELEVATION WEALTH PARTNERS, LLC | 437 | $32,254.88 | $36,635.89 | $4,381.01 | 13.58% |
Alexandra Stickelman Root Financial Partners, LLC | 6,547 | $366,005.34 | $546,150.74 | $180,145.4 | 49.22% |
Nemes Rush Group LLC Nemes Rush Group LLC | 12,033 | $780,542.76 | $1M | $222,528.12 | 28.51% |
Jane Bortnem Cherry Tree Wealth Management, LLC | 60 | $4,968 | $5,029.8 | $61.8 | 1.24% |
Lars Phillips RAM Investment Partners, LLC | 9,023 | $578,121.01 | $756,398.09 | $178,277.08 | 30.84% |
Christopher C. Powers Farther Finance Advisors, LLC | 390,407 | $29.11M | $32.54M | $3.44M | 11.81% |
Patrick J. DiNuzzo DiNuzzo Private Wealth, Inc. | 241,364 | $13.48M | $20.23M | $6.75M | 50.09% |
Amir Har-El Savvy Advisors, Inc. | 16,135 | $1.13M | $1.35M | $214,464.46 | 18.91% |
United Advisor Group LLC United Advisor Group, LLC | 8,373 | $693,201 | $700,568.91 | $7,367.91 | 1.06% |
Mark Fonville Fonville Wealth Management LLC | 4,065 | $257,019.47 | $340,890.9 | $83,871.43 | 32.63% |
Andy Bloom MB Generational Wealth, LLC | 35,623 | $2.38M | $2.98M | $594,849.08 | 24.95% |
Signal Advisors Wealth LLC Signal Advisors Wealth, LLC | 3,573 | $295,799.38 | $297,398.65 | $1,599.27 | 0.54% |
Sharon Allen Sterling Wealth Management, Inc. | 24,139 | $1.61M | $2.02M | $409,926.44 | 25.4% |