| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Michaela Herlihy BEACON FINANCIAL PLANNING Inc. | 33,163 | $2.19M | $2.6M | $413,870.73 | 18.89% |
David Kronour Kapstone Financial Advisors LLC | 23,729 | $1.23M | $1.88M | $642,615.9 | 52.07% |
Vincent Incerto LaSalle St. Investment Advisors LLC | 15,071 | $953,620.61 | $1.19M | $233,823.48 | 24.52% |
Brett Carleton Heritage Wealth Management Inc./Texas | 3,291 | $210,464.49 | $259,626.99 | $49,162.5 | 23.36% |
Jennifer Henry Continuum Wealth Advisors LLC | 4,209 | $213,534.47 | $330,680.08 | $117,145.61 | 54.86% |
Johnathan Kasting DDFG Inc. | 89,875 | $5.49M | $7.06M | $1.58M | 28.74% |
Ryan P. Ruggaard Ruggaard & Associates LLC | 34,276 | $2.16M | $2.71M | $553,411.05 | 25.63% |
Andrew Brady Brady Family Wealth LLC | 7,154 | $359,476.93 | $562,268.63 | $202,791.7 | 56.41% |
Gregg Zeoli Empire Financial Management Company LLC | 6,097 | $310,561.77 | $483,065.31 | $172,503.54 | 55.55% |
| PIL PFG Investments LLC PFG Investments LLC | 11,302 | $686,818.89 | $888,280.69 | $201,461.8 | 29.33% |
| JC Jared Calvert Buck Wealth Strategies LLC | 326,243 | $21.71M | $25.62M | $3.92M | 18.04% |
Scott Boyce Decker Retirement Planning Inc. | 24,706 | $1.64M | $1.95M | $308,204.2 | 18.82% |
Brian Glas Noble Family Wealth, LLC | 4,606 | $295,985.61 | $362,215.84 | $66,230.23 | 22.38% |
Andrew Kirchner ELEVATION WEALTH PARTNERS, LLC | 800 | $46,799.18 | $62,876 | $16,076.82 | 34.35% |
Gregory Bosch Strategies Wealth Advisors, LLC | 1.11M | $60.93M | $87.58M | $26.64M | 43.72% |
Melissa C. Anderson PCA Investment Advisory Services Inc. | 10,074 | $519,950.05 | $792,320.1 | $272,370.05 | 52.38% |
Alexandra Stickelman Root Financial Partners, LLC | 12,443 | $848,539.46 | $980,695.04 | $132,155.58 | 15.57% |
Able Financial Group LLC ABLE Financial Group, LLC | 4,828 | $338,829.36 | $381,484.42 | $42,655.06 | 12.59% |
Benjamin J. Jones National Wealth Management Group, LLC | 6,262 | $350,824.68 | $494,729.31 | $143,904.63 | 41.02% |
Joe-Ben O'Banion TITLEIST ASSET MANAGEMENT, LLC | 59,111 | $3.77M | $4.66M | $884,915.22 | 23.45% |