| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
MATTHEW HALL Hill Investment Group Partners, LLC | 356,150 | $8.72M | $14.74M | $6.02M | 68.98% |
Megan J. Lottier Rockwood Wealth Management, LLC | 6,654 | $218,984 | $275,409.06 | $56,425.06 | 25.77% |
Jane Bortnem Cherry Tree Wealth Management, LLC | 16,833 | $470,404.8 | $696,297.04 | $225,892.24 | 48.02% |
| DT Derek Tinnin Altiora Financial Group, LLC | 31,153 | $847,170.86 | $1.29M | $442,407.57 | 52.22% |
Hovig Melkonian LAZARI CAPITAL MANAGEMENT, INC. | 7,838 | $210,881.33 | $324,454.01 | $113,572.68 | 53.86% |
Bradley H. Owens LJI Wealth Management, LLC | 7,772 | $295,340.62 | $321,488.78 | $26,148.16 | 8.85% |
Jeremy Sorci Premier Financial Group | 737,427 | $25.26M | $30.53M | $5.26M | 20.83% |
Lars Phillips RAM Investment Partners, LLC | 66,829 | $2.22M | $2.76M | $543,942.78 | 24.5% |
Christopher C. Powers Farther Finance Advisors, LLC | 218,217 | $7.62M | $8.98M | $1.36M | 17.86% |
Schoolcraft Capital LLC Schoolcraft Capital LLC | 209,665 | $5.15M | $8.67M | $3.52M | 68.46% |
Equita Financial Network Inc. Equita Financial Network, Inc. | 459,917 | $12.9M | $19.02M | $6.13M | 47.51% |
Patrick J. DiNuzzo DiNuzzo Private Wealth, Inc. | 646,728 | $16.69M | $26.79M | $10.1M | 60.54% |
| KS Kristi Shields ROGCO, LP | 775 | $29,450 | $32,069.5 | $2,619.5 | 8.89% |
Courtney Haddad Concurrent Investment Advisors, LLC | 148,883 | $5.81M | $6.17M | $362,239.64 | 6.24% |
Menachem Striks Morton Capital Management LLC/CA | 6,289 | $206,971 | $260,238.82 | $53,267.82 | 25.74% |
Benj Foor Frazier Financial Advisors, LLC | 5,197 | $197,476.24 | $215,311.71 | $17,835.47 | 9.03% |
Amir Har-El Savvy Advisors, Inc. | 12,234 | $471,017.22 | $506,242.92 | $35,225.7 | 7.48% |
Owen McCabe Tyche Wealth Partners LLC | 16,899 | $626,069.93 | $700,125.57 | $74,055.64 | 11.83% |
William Ramsay Financial Symmetry Inc | 231,586 | $6.51M | $9.52M | $3.01M | 46.29% |
Setu Mazumdar Physician Wealth Solutions Inc. | 276,090 | $7.52M | $11.43M | $3.9M | 51.89% |