| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Jeffrey Steele Silverlake Wealth Management LLC | 103,334 | $1.69M | $2.08M | $394,596.31 | 23.38% |
Jill Batley Gateway Wealth Partners LLC | 61,213 | $1.18M | $1.24M | $56,609.45 | 4.79% |
Vincent Incerto LaSalle St. Investment Advisors LLC | 65,762 | $1.11M | $1.32M | $212,109.93 | 19.06% |
Ryan P. Ruggaard Ruggaard & Associates LLC | 12,987 | $161,948 | $259,090.65 | $97,142.65 | 59.98% |
Gregg Zeoli Empire Financial Management Company LLC | 163,206 | $2.82M | $3.27M | $452,902.93 | 16.09% |
| PIL PFG Investments LLC PFG Investments LLC | 263,552 | $4.39M | $5.29M | $899,771.5 | 20.49% |
Andy Warning Resolute Wealth Strategies LLC | 10,915 | $208,692 | $218,190.85 | $9,498.85 | 4.55% |
Brian Lawrence North Ridge Wealth Advisors Inc. | 1,000 | $18,130 | $20,135 | $2,005 | 11.06% |
Alexandra Stickelman Root Financial Partners, LLC | 15,641 | $283,009.17 | $315,244.35 | $32,235.18 | 11.39% |
Eugene Donato KENNEDY INVESTMENT GROUP | 20,043 | $253,788.93 | $402,964.51 | $149,175.58 | 58.78% |
Courtney Holt Compound Planning, Inc. | 25,565 | $492,463.65 | $512,706.07 | $20,242.42 | 4.11% |
Katherine Stoner Empower Advisory Group, LLC | 25,300 | $470,867.96 | $510,680.5 | $39,812.54 | 8.46% |
| SML Sweeney & Michel LLC SWEENEY & MICHEL, LLC | 26,434 | $505,784.65 | $535,156.33 | $29,371.68 | 5.81% |
Nemes Rush Group LLC Nemes Rush Group LLC | 8,088 | $113,776.49 | $161,072.52 | $47,296.03 | 41.57% |
Megan J. Lottier Rockwood Wealth Management, LLC | 132,450 | $1.29M | $2.65M | $1.36M | 105.78% |
Jane Bortnem Cherry Tree Wealth Management, LLC | 2,211 | $28,080 | $43,954.68 | $15,874.68 | 56.53% |
Andrew Wiener Samjo Management, LLC | 40,000 | $584,775 | $795,800 | $211,025 | 36.09% |
Rajiv Shah KINGSWOOD WEALTH ADVISORS, LLC | 66,563 | $1.18M | $1.33M | $146,699.37 | 12.4% |
Invenio Wealth Partners LLC INVENIO WEALTH PARTNERS LLC | 32,216 | $423,761.08 | $646,091.88 | $222,330.8 | 52.47% |
Annmarie Young KPP Advisory Services LLC | 35,841 | $570,918.01 | $722,196.15 | $151,278.14 | 26.5% |