| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Bree Pate Olisti Co. Wealth LLC | 29 | $3,485 | $3,916.88 | $431.88 | 12.39% |
Kevin Gray Lodestar Private Asset Management LLC | 7,869 | $727,210.75 | $1.07M | $340,533.86 | 46.83% |
John Canning Mi LLCreek Capital Advisors LLC | 173,348 | $12.27M | $23.47M | $11.2M | 91.33% |
Rick Mordesovich Sonoma Private Wealth LLC | 6,077 | $613,697.07 | $829,358.57 | $215,661.5 | 35.14% |
Robert Hackenberg Northeast Financial Group Inc. | 3,474 | $411,460.83 | $473,332.5 | $61,871.67 | 15.04% |
Jeffrey Steele Silverlake Wealth Management LLC | 4,650 | $562,506.08 | $628,168.5 | $65,662.42 | 11.67% |
Michaela Herlihy BEACON FINANCIAL PLANNING Inc. | 12,277 | $823,146.09 | $1.67M | $846,525.91 | 102.84% |
Gregory Turcotte Alpha Financial Partners LLC | 1,524 | $201,575 | $208,109.82 | $6,534.82 | 3.24% |
Jennifer Henry Continuum Wealth Advisors LLC | 2,098 | $234,862.6 | $285,579.76 | $50,717.16 | 21.59% |
| DK Daniel Kauper Milestone Investment Advisors LLC | 7,202 | $494,114.87 | $981,128.46 | $487,013.59 | 98.56% |
Christopher E. Jaccard Financial Alternatives Inc. | 5,953 | $495,619.3 | $809,608 | $313,988.7 | 63.35% |
| PIL PFG Investments LLC PFG Investments LLC | 39,421 | $4.06M | $5.38M | $1.31M | 32.37% |
| AW Ariel Weisbard Values Added Financial LLC | 13,177 | $1.13M | $1.8M | $670,241.12 | 59.57% |
Brian Lawrence North Ridge Wealth Advisors Inc. | 322 | $34,772.83 | $43,801.66 | $9,028.83 | 25.97% |
Jacqueline Washburn Vawter Financial Ltd. | 1,860 | $220,298 | $253,657.5 | $33,359.5 | 15.14% |
Jorge Paganin Abacus Wealth Partners, LLC | 2,252 | $209,864 | $304,729.38 | $94,865.38 | 45.2% |
| 3IP 3Chopt Investment Partners LLC 3Chopt Investment Partners, LLC | 13 | $1,425.36 | $1,759.74 | $334.38 | 23.46% |
Courtney Holt Compound Planning, Inc. | 12,421 | $1.32M | $1.69M | $370,083.13 | 28.01% |
Katherine Stoner Empower Advisory Group, LLC | 6,619 | $531,663.46 | $889,924.55 | $358,261.09 | 67.38% |
Nemes Rush Group LLC Nemes Rush Group LLC | 1,908 | $207,659.65 | $259,707.42 | $52,047.77 | 25.06% |