| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Steve Alexandrowski GEM Asset Management LLC | 11,996 | $291,950.74 | $414,101.92 | $122,151.18 | 41.84% |
| TT Thaddeus Toal RCS Financial Planning LLC | 10,009 | $242,658.08 | $345,510.68 | $102,852.6 | 42.39% |
Jeffrey Hanson Breakwater Capital Group | 43,269 | $1.17M | $1.49M | $321,494.35 | 27.43% |
| AAL Avraham A. Levitan Glass Jacobson Investment Advisors LLC | 63,732 | $1.69M | $2.2M | $512,344.05 | 30.36% |
| EFP Envision Financial Planning LLC Envision Financial Planning LLC | 438,588 | $11.87M | $15.61M | $3.75M | 31.58% |
Jesse Ellington Dover Advisors LLC | 9,829 | $253,884.44 | $350,108.98 | $96,224.54 | 37.9% |
Kevin King LEGACY FINANCIAL GROUP Inc. | 7,076 | $229,108.54 | $244,263.52 | $15,154.98 | 6.61% |
Kevin Kroskey True Wealth Design LLC | 459,116 | $11.25M | $15.85M | $4.6M | 40.86% |
| DK Daniel Kauper Milestone Investment Advisors LLC | 3,257 | $103,133 | $115,932.91 | $12,799.91 | 12.41% |
Pavin White 25 LLC | 466,978 | $14.8M | $16.12M | $1.32M | 8.89% |
Gregg Zeoli Empire Financial Management Company LLC | 24,444 | $775,483.2 | $870,084.18 | $94,600.98 | 12.2% |
Brian Glas Noble Family Wealth, LLC | 8,544 | $255,018.75 | $294,938.88 | $39,920.13 | 15.65% |
Alexandra Stickelman Root Financial Partners, LLC | 6,092 | $196,277.86 | $210,295.84 | $14,017.98 | 7.14% |
Courtney Holt Compound Planning, Inc. | 7,321 | $222,521.85 | $252,720.92 | $30,199.07 | 13.57% |
Jane Bortnem Cherry Tree Wealth Management, LLC | 6,064 | $160,836.68 | $209,329.28 | $48,492.6 | 30.15% |
| DT Derek Tinnin Altiora Financial Group, LLC | 93,873 | $2.7M | $3.34M | $643,505.79 | 23.83% |
Jeremy Sorci Premier Financial Group | 641,693 | $19.04M | $22.15M | $3.11M | 16.34% |
Lars Phillips RAM Investment Partners, LLC | 73,790 | $2.36M | $2.55M | $188,415.87 | 7.99% |
Andrew Parsons Corrigan Financial, Inc. | 585,894 | $15.78M | $20.23M | $4.44M | 28.14% |
Christopher C. Powers Farther Finance Advisors, LLC | 447,338 | $14.22M | $15.44M | $1.22M | 8.58% |