| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Scott Kapusta First County Bank /CT/ | 8,060 | $248,247.7 | $342,993.3 | $94,745.6 | 38.17% |
John Shanley Aspect Partners, LLC | 74 | $2,936 | $3,145.37 | $209.37 | 7.13% |
Jane Bortnem Cherry Tree Wealth Management, LLC | 316 | $8,460 | $13,490.04 | $5,030.04 | 59.46% |
Rajiv Shah KINGSWOOD WEALTH ADVISORS, LLC | 13,568 | $422,373.12 | $578,675.2 | $156,302.08 | 37.01% |
John Hayes LongView Wealth Management | 21,727 | $831,904.78 | $923,940.67 | $92,035.89 | 11.06% |
Denise Reinert CGC Financial Services, LLC | 16,729 | $650,394.74 | $710,731.56 | $60,336.82 | 9.28% |
Christopher C. Powers Farther Finance Advisors, LLC | 27,357 | $944,086.5 | $1.17M | $224,604.54 | 23.79% |
Patrick J. DiNuzzo DiNuzzo Private Wealth, Inc. | 134 | $4,615 | $5,719.79 | $1,104.79 | 23.94% |
| SPS Sean P. Skuja QRG CAPITAL MANAGEMENT, INC. | 23,682 | $859,685.07 | $1.01M | $150,352.23 | 17.49% |
Jesse Steele Etesian Wealth Advisors, Inc. | 140,455 | $4.67M | $5.98M | $1.31M | 28.07% |
Courtney Haddad Concurrent Investment Advisors, LLC | 390,468 | $13.49M | $16.67M | $3.17M | 23.53% |
James Rankin Modern Wealth Management, LLC | 42,982 | $1.35M | $1.83M | $487,409.68 | 36.18% |
David Vollmer PFS Partners, LLC | 1,117 | $40,386.04 | $47,405.48 | $7,019.44 | 17.38% |
Benj Foor Frazier Financial Advisors, LLC | 4,745 | $133,097.4 | $201,401.52 | $68,304.12 | 51.32% |
Amir Har-El Savvy Advisors, Inc. | 15,412 | $518,357.61 | $657,861.22 | $139,503.61 | 26.91% |
Ann Keitner Quantum Portfolio Management LLC | 108,584 | $3.95M | $4.6M | $655,950.4 | 16.63% |
Kathryn Miceli Kiely Wealth Advisory Group, Inc. | 452 | $12,067 | $19,200.96 | $7,133.96 | 59.12% |
Taylor Wagner Valued Wealth Advisors LLC | 66 | $2,526 | $2,801.04 | $275.04 | 10.89% |
Brad Sayre Shared Vision Wealth Group LLC | 23,245 | $884,071.2 | $992,212.82 | $108,141.62 | 12.23% |
Michelle Taylor BALANCED WEALTH GROUP LLC | 314,528 | $11.47M | $13.42M | $1.95M | 16.96% |