| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Scott Boyce Decker Retirement Planning Inc. | 58,583 | $8.21M | $9.59M | $1.38M | 16.76% |
Andrew Kirchner ELEVATION WEALTH PARTNERS, LLC | 25,008 | $3.17M | $4.09M | $927,415.57 | 29.3% |
Alexandra Stickelman Root Financial Partners, LLC | 1,642 | $171,940.99 | $268,713.28 | $96,772.29 | 56.28% |
Bluestem Wealth Partners LLC BlueStem Wealth Partners, LLC | 13,602 | $1.78M | $2.31M | $525,836.41 | 29.55% |
Able Financial Group LLC ABLE Financial Group, LLC | 2,804 | $261,067.98 | $458,874.57 | $197,806.59 | 75.77% |
Courtney Holt Compound Planning, Inc. | 16,785 | $2.1M | $2.75M | $649,749.03 | 30.98% |
Katherine Stoner Empower Advisory Group, LLC | 510,183 | $51.51M | $86.43M | $34.92M | 67.78% |
Nemes Rush Group LLC Nemes Rush Group LLC | 1,496 | $202,737.67 | $254,409.76 | $51,672.09 | 25.49% |
Rajiv Shah KINGSWOOD WEALTH ADVISORS, LLC | 3,339 | $422,264.65 | $546,427.32 | $124,162.67 | 29.4% |
Annmarie Young KPP Advisory Services LLC | 20,065 | $2.84M | $3.28M | $445,992.29 | 15.72% |
Certus Wealth Management LLC Certus Wealth Management, LLC | 4,251 | $424,075.64 | $695,676.11 | $271,600.47 | 64.05% |
Thomas Dobbins New Republic Capital, LLC | 719 | $85,791 | $121,309.68 | $35,518.68 | 41.4% |
Brandon Silvia SILVIA MCCOLL WEALTH MANAGEMENT, LLC | 5,858 | $520,260.09 | $958,661.64 | $438,401.55 | 84.27% |
Denise Reinert CGC Financial Services, LLC | 2,297 | $296,212.93 | $375,904.03 | $79,691.1 | 26.9% |
Christopher C. Powers Farther Finance Advisors, LLC | 54,113 | $5.73M | $8.86M | $3.12M | 54.44% |
James Eric Maxwell Maxwell Wealth Strategies Inc. | 8,643 | $906,823.51 | $1.41M | $507,603.35 | 55.98% |
| SPS Sean P. Skuja QRG CAPITAL MANAGEMENT, INC. | 1,555 | $201,677.05 | $254,475.73 | $52,798.68 | 26.18% |
Jeremy Intihar TIAA TRUST, NATIONAL ASSOCIATION | 13,825 | $2.07M | $2.34M | $271,474.47 | 13.1% |
Jesse Steele Etesian Wealth Advisors, Inc. | 1,883 | $272,501.99 | $308,152.93 | $35,650.94 | 13.08% |
NICOLE MARTIN Arlington Trust Co LLC | 480 | $58,516.74 | $78,552 | $20,035.26 | 34.24% |