| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Michael Ryan Michael S. Ryan, Inc. | 2,933 | $367,029.8 | $1.02M | $652,744.97 | 177.85% |
Troy Leonard CORNERSTONE ENTERPRISES, LLC | 19,075 | $2.91M | $6.66M | $3.75M | 128.83% |
Nancy Smetek Arcataur Capital Management LLC | 1,329 | $357,704.17 | $463,369.14 | $105,664.97 | 29.54% |
Rajiv Shah KINGSWOOD WEALTH ADVISORS, LLC | 69,753 | $12.88M | $24.37M | $11.49M | 89.19% |
| SCL Sykon Capital LLC SYKON CAPITAL LLC | 4,105 | $1.03M | $1.44M | $406,334.07 | 39.49% |
Bradley H. Owens LJI Wealth Management, LLC | 7,363 | $842,049.7 | $2.53M | $1.69M | 200.79% |
Carrie Miller Trellis Wealth Advisors LLC | 1,180 | $363,743.24 | $411,041.2 | $47,297.96 | 13% |
Jeremy Sorci Premier Financial Group | 127 | $45,386 | $43,737.53 | -$1,648.47 | -3.63% |
Invenio Wealth Partners LLC INVENIO WEALTH PARTNERS LLC | 10,239 | $1.53M | $3.58M | $2.05M | 134.48% |
Annmarie Young KPP Advisory Services LLC | 21,348 | $3.33M | $7.31M | $3.99M | 119.78% |
| MWS MFA Wealth Services MFA Wealth Services | 2,931 | $566,430.44 | $1.01M | $443,533.54 | 78.3% |
Tony Macafee UniSuper Management Pty Ltd | 2.12M | $434.52M | $725.17M | $290.65M | 66.89% |
Lars Phillips RAM Investment Partners, LLC | 6,493 | $882,736.07 | $2.26M | $1.38M | 156.44% |
Thomas Healy PFW Advisors LLC | 7,226 | $698,615.43 | $2.52M | $1.82M | 261.21% |
Kent D. Aloia HOGE FINANCIAL SERVICES, LLC | 4,116 | $853,456.91 | $1.44M | $583,068.25 | 68.32% |
Alisha Arvold Christopher J. Hasenberg, Inc | 348 | $58,995.09 | $119,913.84 | $60,918.75 | 103.26% |
Andrew Stafford PREVAIL INNOVATIVE WEALTH ADVISORS, LLC | 2,488 | $433,593.03 | $855,843.89 | $422,250.86 | 97.38% |
Thomas Dobbins New Republic Capital, LLC | 19,702 | $5.99M | $6.75M | $767,100.53 | 12.82% |
Dan Stevenson MIDLAND WEALTH ADVISORS LLC | 10,824 | $1.58M | $3.74M | $2.16M | 136.85% |
Invesco LLC INVESCO, LLC | 4,982 | $596,345.4 | $1.73M | $1.13M | 189.67% |