| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Lydia Moore MRP Capital Investments LLC | 25,583 | $978,806 | $1.04M | $57,689.24 | 5.89% |
Dana Anspach Sensible Money LLC | 84,808 | $2.11M | $3.44M | $1.33M | 63.08% |
| FFL Financial Freedom LLC Financial Freedom LLC | 8,763 | $291,615.65 | $355,032.94 | $63,417.29 | 21.75% |
| CAD Chelsea A. Delgado Main Street Group Ltd. | 130 | $4,974 | $5,250.05 | $276.05 | 5.55% |
| SCM Sebold Capital Management Inc. Sebold Capital Management Inc. | 276,545 | $7.3M | $11.2M | $3.9M | 53.41% |
| SB Scott Boyce Decker Retirement Planning Inc. | 82 | $3,121 | $3,334.94 | $213.94 | 6.85% |
Andrew Kirchner ELEVATION WEALTH PARTNERS, LLC | 3,013 | $79,879.79 | $121,755.33 | $41,875.54 | 52.42% |
Alexandra Stickelman Root Financial Partners, LLC | 12,351 | $426,125.23 | $499,103.91 | $72,978.68 | 17.13% |
Scott Kapusta First County Bank /CT/ | 8,060 | $248,247.7 | $325,704.6 | $77,456.9 | 31.2% |
Jane Bortnem Cherry Tree Wealth Management, LLC | 316 | $8,460 | $12,767.98 | $4,307.98 | 50.92% |
Rajiv Shah KINGSWOOD WEALTH ADVISORS, LLC | 11,977 | $359,242.27 | $484,050.45 | $124,808.18 | 34.74% |
John Hayes LongView Wealth Management | 17,628 | $669,257.66 | $707,235.36 | $37,977.7 | 5.67% |
Denise Reinert CGC Financial Services, LLC | 11,547 | $441,788 | $466,325.59 | $24,537.59 | 5.55% |
Christopher C. Powers Farther Finance Advisors, LLC | 26,815 | $916,811.23 | $1.08M | $159,006.57 | 17.34% |
Patrick J. DiNuzzo DiNuzzo Private Wealth, Inc. | 134 | $4,615 | $5,443.75 | $828.75 | 17.96% |
| SPS Sean P. Skuja QRG CAPITAL MANAGEMENT, INC. | 22,682 | $820,005.06 | $908,867.74 | $88,862.68 | 10.84% |
Jesse Steele Etesian Wealth Advisors, Inc. | 136,959 | $4.53M | $5.53M | $1M | 22.12% |
Courtney Haddad Concurrent Investment Advisors, LLC | 367,504 | $12.58M | $14.85M | $2.27M | 18.05% |
James Rankin Modern Wealth Management, LLC | 42,397 | $1.32M | $1.71M | $389,837.43 | 29.45% |
David Vollmer PFS Partners, LLC | 1,117 | $40,386.04 | $45,149.14 | $4,763.1 | 11.79% |