| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| DK Daniel Kauper Milestone Investment Advisors LLC | 4,247 | $194,852.57 | $339,675.06 | $144,822.49 | 74.32% |
| PIA Panoramic Investment Advisors LLC Panoramic Investment Advisors LLC | 26,240 | $2.01M | $2.1M | $90,008.2 | 4.48% |
David Greenleigh LUTS & GREENLEIGH GROUP Inc. | 15,719 | $767,596.7 | $1.24M | $475,226.03 | 61.91% |
Pavin White 25 LLC | 12,234 | $625,015.37 | $967,158.87 | $342,143.5 | 54.74% |
| PIL PFG Investments LLC PFG Investments LLC | 12,696 | $903,863.46 | $1M | $100,771.02 | 11.15% |
| JC Jared Calvert Buck Wealth Strategies LLC | 491 | $37,587 | $38,820.91 | $1,233.91 | 3.28% |
Jackson O'Connor O'Connor Financial Group LLC | 13,329 | $652,389.73 | $1.05M | $400,401.33 | 61.37% |
Jacob Going Alpine Bank Wealth Management | 5,258 | $375,473.79 | $417,222.3 | $41,748.51 | 11.12% |
Scott Boyce Decker Retirement Planning Inc. | 9,763 | $575,651.23 | $774,205.9 | $198,554.67 | 34.49% |
David Silver INSTRUMENTAL WEALTH, LLC | 3,172 | $228,816.13 | $250,921.06 | $22,104.93 | 9.66% |
Brian Glas Noble Family Wealth, LLC | 91,785 | $5.07M | $7.26M | $2.19M | 43.08% |
Andrew Kirchner ELEVATION WEALTH PARTNERS, LLC | 4,764 | $239,783.14 | $376,880.04 | $137,096.9 | 57.18% |
Able Financial Group LLC ABLE Financial Group, LLC | 4,448 | $352,015 | $355,195.04 | $3,180.04 | 0.9% |
Staci Compagno Portside Wealth Group, LLC | 24,077 | $1.59M | $1.91M | $319,958.57 | 20.14% |
Courtney Holt Compound Planning, Inc. | 22,920 | $1.49M | $1.81M | $317,679.92 | 21.25% |
Katherine Stoner Empower Advisory Group, LLC | 3,587 | $245,652.28 | $284,305.62 | $38,653.34 | 15.73% |
Nemes Rush Group LLC Nemes Rush Group LLC | 303 | $21,637 | $23,926.39 | $2,289.39 | 10.58% |
John Shanley Aspect Partners, LLC | 33 | $2,526 | $2,621.68 | $95.68 | 3.79% |
Jane Bortnem Cherry Tree Wealth Management, LLC | 7,793 | $391,298.33 | $616,971.81 | $225,673.48 | 57.67% |
Rajiv Shah KINGSWOOD WEALTH ADVISORS, LLC | 10,951 | $637,197.69 | $865,293.26 | $228,095.57 | 35.8% |