| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Jeremy Sorci Premier Financial Group | 1.14M | $35.99M | $47.2M | $11.21M | 31.15% |
| MWS MFA Wealth Services MFA Wealth Services | 38,306 | $1.53M | $1.59M | $56,792.81 | 3.71% |
Lars Phillips RAM Investment Partners, LLC | 6,301 | $193,810.83 | $260,357.32 | $66,546.49 | 34.34% |
Andrew Parsons Corrigan Financial, Inc. | 948,486 | $27.53M | $39.24M | $11.71M | 42.54% |
Christopher C. Powers Farther Finance Advisors, LLC | 229,719 | $7.81M | $9.42M | $1.61M | 20.67% |
Schoolcraft Capital LLC Schoolcraft Capital LLC | 425,503 | $12.02M | $17.64M | $5.62M | 46.78% |
Equita Financial Network Inc. Equita Financial Network, Inc. | 381,015 | $12.81M | $15.72M | $2.91M | 22.7% |
Patrick J. DiNuzzo DiNuzzo Private Wealth, Inc. | 1.76M | $47.84M | $72.61M | $24.77M | 51.78% |
Ben Loeffler ACORN CREEK CAPITAL LLC | 747,506 | $21.38M | $30.82M | $9.44M | 44.13% |
NICOLE MARTIN Arlington Trust Co LLC | 141 | $5,035 | $5,822.59 | $787.59 | 15.64% |
Mark Romin Lakeshore Financial Planning, Inc. | 770,614 | $23.86M | $31.78M | $7.92M | 33.2% |
Courtney Haddad Concurrent Investment Advisors, LLC | 19,946 | $788,675 | $824,168.72 | $35,493.72 | 4.5% |
Derek Ripp Austin Wealth Management, LLC | 9,814 | $309,074.3 | $405,514.48 | $96,440.18 | 31.2% |
Amir Har-El Savvy Advisors, Inc. | 33,131 | $1.13M | $1.37M | $233,080.19 | 20.56% |
Owen McCabe Tyche Wealth Partners LLC | 19,316 | $689,774 | $799,392.66 | $109,618.66 | 15.89% |
William Ramsay Financial Symmetry Inc | 9,927 | $398,770 | $409,190.94 | $10,420.94 | 2.61% |
Taylor Wagner Valued Wealth Advisors LLC | 10,139 | $363,047.62 | $419,450.43 | $56,402.81 | 15.54% |
Mark Fonville Fonville Wealth Management LLC | 6,145 | $202,171 | $255,232.57 | $53,061.57 | 26.25% |
Rob C. Alston Jr Quadcap Wealth Management, LLC | 10,631 | $339,409.34 | $439,432.38 | $100,023.04 | 29.47% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 5,915 | $204,008.45 | $242,574.14 | $38,565.69 | 18.9% |