| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Megan J. Lottier Rockwood Wealth Management, LLC | 5,067 | $174,230.51 | $282,383.91 | $108,153.4 | 62.07% |
Jane Bortnem Cherry Tree Wealth Management, LLC | 31,854 | $1.06M | $1.78M | $719,996.69 | 68.23% |
| DT Derek Tinnin Altiora Financial Group, LLC | 185,313 | $6.35M | $10.33M | $3.97M | 62.55% |
Bradley H. Owens LJI Wealth Management, LLC | 10,679 | $532,879.59 | $595,140.67 | $62,261.08 | 11.68% |
Jeremy Sorci Premier Financial Group | 705,161 | $30.2M | $39.3M | $9.1M | 30.12% |
Lars Phillips RAM Investment Partners, LLC | 14,037 | $449,225.91 | $782,282.01 | $333,056.1 | 74.14% |
Andrew Stafford PREVAIL INNOVATIVE WEALTH ADVISORS, LLC | 42,484 | $1.87M | $2.37M | $493,163.72 | 26.31% |
Christopher C. Powers Farther Finance Advisors, LLC | 4.71M | $229.64M | $262.66M | $33.02M | 14.38% |
Anthony Moeller MN Wealth Advisors, LLC | 16,610 | $599,749.12 | $925,675.3 | $325,926.18 | 54.34% |
Schoolcraft Capital LLC Schoolcraft Capital LLC | 573,203 | $18.89M | $31.94M | $13.06M | 69.15% |
Patrick J. DiNuzzo DiNuzzo Private Wealth, Inc. | 234,686 | $8.06M | $13.08M | $5.02M | 62.19% |
| SPS Sean P. Skuja QRG CAPITAL MANAGEMENT, INC. | 29,940 | $1.62M | $1.67M | $51,197.2 | 3.17% |
NICOLE MARTIN Arlington Trust Co LLC | 1,010 | $53,308 | $56,287.3 | $2,979.3 | 5.59% |
Envestnet Portfolio Solutions Inc. Envestnet Portfolio Solutions, Inc. | 93,912 | $3.12M | $5.23M | $2.12M | 67.82% |
William Ertel Tassel Capital Management, Inc. | 6,643 | $235,692.67 | $370,214.39 | $134,521.72 | 57.08% |
Mark Romin Lakeshore Financial Planning, Inc. | 65,342 | $2.2M | $3.64M | $1.44M | 65.21% |
Courtney Haddad Concurrent Investment Advisors, LLC | 17,354 | $816,662.78 | $967,138.42 | $150,475.64 | 18.43% |
James Rankin Modern Wealth Management, LLC | 15,641 | $670,443.1 | $871,672.93 | $201,229.83 | 30.01% |
Amir Har-El Savvy Advisors, Inc. | 243,706 | $11.53M | $13.58M | $2.06M | 17.84% |
William Ramsay Financial Symmetry Inc | 9,752 | $348,026.2 | $543,478.96 | $195,452.76 | 56.16% |