| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| DK Daniel Kauper Milestone Investment Advisors LLC | 400 | $7,720 | $8,128 | $408 | 5.28% |
| WPA Wealth Preservation Advisors LLC Wealth Preservation Advisors LLC | 2,264 | $41,823.45 | $46,004.48 | $4,181.03 | 10% |
| RPR Ryan P. Ruggaard Ruggaard & Associates LLC | 12,987 | $161,948 | $263,895.84 | $101,947.84 | 62.95% |
| GZ Gregg Zeoli Empire Financial Management Company LLC | 360,835 | $5.97M | $7.33M | $1.36M | 22.83% |
| PIL PFG Investments LLC PFG Investments LLC | 238,567 | $3.91M | $4.85M | $934,359.53 | 23.88% |
Brian Lawrence North Ridge Wealth Advisors Inc. | 1,000 | $18,130 | $20,320 | $2,190 | 12.08% |
Alexandra Stickelman Root Financial Partners, LLC | 15,641 | $283,009.17 | $317,825.12 | $34,815.95 | 12.3% |
Eugene Donato KENNEDY INVESTMENT GROUP | 19,715 | $247,517.64 | $400,608.8 | $153,091.16 | 61.85% |
Courtney Holt Compound Planning, Inc. | 20,295 | $391,701 | $412,394.4 | $20,693.4 | 5.28% |
Katherine Stoner Empower Advisory Group, LLC | 23,445 | $435,400.36 | $476,402.4 | $41,002.04 | 9.42% |
Nemes Rush Group LLC Nemes Rush Group LLC | 8,088 | $113,776.49 | $164,348.16 | $50,571.67 | 44.45% |
Megan J. Lottier Rockwood Wealth Management, LLC | 132,450 | $1.29M | $2.69M | $1.4M | 109.17% |
Jane Bortnem Cherry Tree Wealth Management, LLC | 2,211 | $28,080 | $44,927.52 | $16,847.52 | 60% |
Andrew Wiener Samjo Management, LLC | 40,000 | $584,775 | $812,800 | $228,025 | 38.99% |
Rajiv Shah KINGSWOOD WEALTH ADVISORS, LLC | 64,949 | $1.15M | $1.32M | $167,726.92 | 14.56% |
Invenio Wealth Partners LLC INVENIO WEALTH PARTNERS LLC | 31,716 | $414,201.08 | $644,469.12 | $230,268.04 | 55.59% |
Annmarie Young KPP Advisory Services LLC | 37,661 | $599,546.56 | $765,271.52 | $165,724.96 | 27.64% |
Alisha Arvold Christopher J. Hasenberg, Inc | 20,288 | $279,974.59 | $412,252.16 | $132,277.57 | 47.25% |
Andrew Stafford PREVAIL INNOVATIVE WEALTH ADVISORS, LLC | 21,089 | $382,343.23 | $428,528.48 | $46,185.25 | 12.08% |
Thomas Dobbins New Republic Capital, LLC | 18,040 | $309,641.35 | $366,572.8 | $56,931.45 | 18.39% |