| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Hannah Rae Leone Foundation Wealth Management LLC | 21,738 | $1.83M | $2.64M | $812,155.2 | 44.44% |
| DK Daniel Kauper Milestone Investment Advisors LLC | 8,114 | $711,759.71 | $1.03M | $316,689.79 | 44.49% |
David Greenleigh LUTS & GREENLEIGH GROUP Inc. | 9,405 | $834,102.44 | $1.19M | $352,808.56 | 42.3% |
| PIL PFG Investments LLC PFG Investments LLC | 4,873 | $554,759.48 | $591,728.39 | $36,968.91 | 6.66% |
Jacob Going Alpine Bank Wealth Management | 1,600 | $199,072 | $201,920 | $2,848 | 1.43% |
| CWL Channel Wealth LLC Channel Wealth LLC | 2,160 | $216,000 | $262,288.8 | $46,288.8 | 21.43% |
Scott Boyce Decker Retirement Planning Inc. | 5,138 | $520,863.1 | $623,907.34 | $103,044.24 | 19.78% |
Brian Glas Noble Family Wealth, LLC | 7,160 | $670,749 | $869,438.8 | $198,689.8 | 29.62% |
Courtney Holt Compound Planning, Inc. | 19,256 | $1.97M | $2.34M | $365,722.07 | 18.54% |
Rajiv Shah KINGSWOOD WEALTH ADVISORS, LLC | 43,441 | $4.68M | $5.28M | $592,607.22 | 12.66% |
Annmarie Young KPP Advisory Services LLC | 5,713 | $571,300 | $693,729.59 | $122,429.59 | 21.43% |
Certus Wealth Management LLC Certus Wealth Management, LLC | 31,902 | $3.2M | $3.87M | $672,390.44 | 21% |
Alisha Arvold Christopher J. Hasenberg, Inc | 423 | $42,363 | $51,364.89 | $9,001.89 | 21.25% |
Thomas Dobbins New Republic Capital, LLC | 1,494 | $164,861.47 | $186,779.88 | $21,918.41 | 13.3% |
John Hayes LongView Wealth Management | 2,944 | $327,873.28 | $357,489.92 | $29,616.64 | 9.03% |
| SMR Stephen M Reiches Rappaport Reiches Capital Management, LLC | 4,673 | $452,767.38 | $567,442.39 | $114,675.01 | 25.33% |
Christopher C. Powers Farther Finance Advisors, LLC | 163,530 | $17.62M | $19.86M | $2.23M | 12.67% |
James Eric Maxwell Maxwell Wealth Strategies Inc. | 24,264 | $2.36M | $2.95M | $590,540.48 | 25.07% |
Patrick J. DiNuzzo DiNuzzo Private Wealth, Inc. | 44 | $5,475 | $5,342.92 | -$132.08 | -2.41% |
| SPS Sean P. Skuja QRG CAPITAL MANAGEMENT, INC. | 4,561 | $519,433.45 | $553,842.23 | $34,408.78 | 6.62% |