| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Jill Batley Gateway Wealth Partners LLC | 88,353 | $7.17M | $7.92M | $746,075.91 | 10.4% |
Johnathan Kasting DDFG Inc. | 424,183 | $26.19M | $38.01M | $11.82M | 45.14% |
| GZ Gregg Zeoli Empire Financial Management Company LLC | 11,880 | $761,625.46 | $1.06M | $302,228.54 | 39.68% |
| PIL PFG Investments LLC PFG Investments LLC | 2,552 | $213,260 | $228,110.52 | $14,850.52 | 6.96% |
| AW Ariel Weisbard Values Added Financial LLC | 2,759 | $230,570 | $247,068.45 | $16,498.45 | 7.16% |
Gregory Bosch Strategies Wealth Advisors, LLC | 9,022 | $606,082.05 | $807,920.1 | $201,838.05 | 33.3% |
Alexandra Stickelman Root Financial Partners, LLC | 1,072 | $88,417.26 | $95,820.72 | $7,403.46 | 8.37% |
Able Financial Group LLC ABLE Financial Group, LLC | 225,035 | $15.59M | $20.15M | $4.56M | 29.22% |
Benjamin J. Jones National Wealth Management Group, LLC | 116,723 | $9.15M | $10.37M | $1.22M | 13.33% |
Jorge Paganin Abacus Wealth Partners, LLC | 2,775 | $231,907 | $248,043.37 | $16,136.37 | 6.96% |
Staci Compagno Portside Wealth Group, LLC | 3,618 | $221,132 | $321,459.3 | $100,327.3 | 45.37% |
Courtney Holt Compound Planning, Inc. | 21,646 | $1.63M | $1.93M | $302,090.7 | 18.5% |
Nemes Rush Group LLC Nemes Rush Group LLC | 1,204 | $80,335.4 | $107,619.54 | $27,284.14 | 33.96% |
Megan J. Lottier Rockwood Wealth Management, LLC | 7,703 | $585,815.42 | $688,301.56 | $102,486.14 | 17.49% |
Chad Tobin Slagle Financial, LLC | 3,712 | $236,782.8 | $331,797.12 | $95,014.32 | 40.13% |
| DT Derek Tinnin Altiora Financial Group, LLC | 6,180 | $516,438 | $552,399.3 | $35,961.3 | 6.96% |
Melissa Imbrogno BROWN WEALTH MANAGEMENT, LLC | 116,384 | $7.74M | $10.4M | $2.66M | 34.36% |
Rajiv Shah KINGSWOOD WEALTH ADVISORS, LLC | 3,178 | $265,585 | $283,890.74 | $18,305.74 | 6.89% |
Bradley H. Owens LJI Wealth Management, LLC | 5,446 | $449,187.2 | $486,355.03 | $37,167.83 | 8.27% |
Kent D. Aloia HOGE FINANCIAL SERVICES, LLC | 30,111 | $1.92M | $2.69M | $769,920 | 40.07% |