| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Alexandra Stickelman Root Financial Partners, LLC | 6.13M | $397.83M | $503.37M | $105.54M | 26.53% |
Ted Fischer FISCHER INVESTMENT STRATEGIES, LLC | 63,504 | $3.84M | $5.23M | $1.39M | 36.14% |
Jorge Paganin Abacus Wealth Partners, LLC | 42,722 | $2.4M | $3.51M | $1.11M | 46.2% |
Courtney Holt Compound Planning, Inc. | 8,087 | $497,348.14 | $664,508.79 | $167,160.65 | 33.61% |
Katherine Stoner Empower Advisory Group, LLC | 5,957 | $295,814.06 | $489,486.69 | $193,672.63 | 65.47% |
Nemes Rush Group LLC Nemes Rush Group LLC | 54,361 | $3.88M | $4.47M | $585,599.26 | 15.09% |
Megan J. Lottier Rockwood Wealth Management, LLC | 8,056 | $409,398.03 | $660,793.4 | $251,395.37 | 61.41% |
John Shanley Aspect Partners, LLC | 8,195 | $509,729 | $676,169.45 | $166,440.45 | 32.65% |
Jane Bortnem Cherry Tree Wealth Management, LLC | 4,690 | $225,870.4 | $385,283.5 | $159,413.1 | 70.58% |
| DT Derek Tinnin Altiora Financial Group, LLC | 111,570 | $5.67M | $9.17M | $3.5M | 61.77% |
Bradley H. Owens LJI Wealth Management, LLC | 35,203 | $2.61M | $2.89M | $280,924.59 | 10.76% |
Jeremy Sorci Premier Financial Group | 378,298 | $26.37M | $31.08M | $4.72M | 17.89% |
Annmarie Young KPP Advisory Services LLC | 212,833 | $15.42M | $17.48M | $2.07M | 13.42% |
Lars Phillips RAM Investment Partners, LLC | 36,112 | $2.58M | $2.97M | $389,166.1 | 15.1% |
Dan Stevenson MIDLAND WEALTH ADVISORS LLC | 9,636 | $500,219.43 | $791,597.4 | $291,377.97 | 58.25% |
Norden Group LLC NORDEN GROUP LLC | 6,111 | $362,094.77 | $502,018.65 | $139,923.88 | 38.64% |
Christopher C. Powers Farther Finance Advisors, LLC | 765,857 | $52.2M | $62.21M | $10.01M | 19.17% |
Adam M Corrie CAPSTONE CAPITAL LLC | 4,133 | $214,213 | $339,525.95 | $125,312.95 | 58.5% |
Patrick J. DiNuzzo DiNuzzo Private Wealth, Inc. | 1.18M | $61.4M | $96.84M | $35.44M | 57.72% |
Kevin Orr Centennial Bank/AR/ | 36,789 | $2.41M | $3.02M | $609,732.19 | 25.27% |