| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Benjamin J. Jones National Wealth Management Group, LLC | 116,723 | $9.15M | $10.51M | $1.36M | 14.86% |
Staci Compagno Portside Wealth Group, LLC | 9,650 | $758,040.01 | $862,372.25 | $104,332.24 | 13.76% |
Courtney Holt Compound Planning, Inc. | 21,309 | $1.61M | $1.9M | $292,384.06 | 18.15% |
Nemes Rush Group LLC Nemes Rush Group LLC | 1,222 | $81,938.11 | $108,929.08 | $26,990.97 | 32.94% |
Megan J. Lottier Rockwood Wealth Management, LLC | 7,703 | $585,815.42 | $695,734.96 | $109,919.54 | 18.76% |
Chad Tobin Slagle Financial, LLC | 3,164 | $201,897.12 | $283,178 | $81,280.88 | 40.26% |
| DT Derek Tinnin Altiora Financial Group, LLC | 6,173 | $515,853.04 | $552,422.39 | $36,569.35 | 7.09% |
Melissa Imbrogno BROWN WEALTH MANAGEMENT, LLC | 128,558 | $8.83M | $11.61M | $2.78M | 31.5% |
Rajiv Shah KINGSWOOD WEALTH ADVISORS, LLC | 3,184 | $266,118.98 | $283,949.12 | $17,830.14 | 6.7% |
Kent D. Aloia HOGE FINANCIAL SERVICES, LLC | 30,199 | $1.93M | $2.7M | $766,329.03 | 39.72% |
Thomas Dobbins New Republic Capital, LLC | 3,334 | $275,928.91 | $298,793.08 | $22,864.17 | 8.29% |
Christopher C. Powers Farther Finance Advisors, LLC | 63,999 | $5.55M | $5.68M | $131,666.85 | 2.37% |
Peter David N Soliman Second Line Capital, LLC | 4,195 | $271,044.71 | $378,472.9 | $107,428.19 | 39.63% |
Kevin Orr Centennial Bank/AR/ | 37,015 | $3.29M | $3.32M | $22,209.15 | 0.67% |
Envestnet Portfolio Solutions Inc. Envestnet Portfolio Solutions, Inc. | 74,064 | $5.63M | $6.63M | $996,162.27 | 17.69% |
MICHAEL DE LUZ Williams & Novak, LLC | 6,210 | $395,328.49 | $560,638.8 | $165,310.31 | 41.82% |
| MR Maximiliaan Rijkenberg SAPIENT CAPITAL LLC | 6,841 | $439,717.4 | $612,885.19 | $173,167.79 | 39.38% |
Syon Capital LLC SYON CAPITAL LLC | 3,846 | $321,714.55 | $342,640.14 | $20,925.59 | 6.5% |
Kevin Bresler TD Waterhouse Canada Inc. | 18,516 | $1.52M | $1.66M | $133,068.45 | 8.73% |
Brian Glenn Premier Path Wealth Partners, LLC | 141,161 | $10.31M | $12.63M | $2.32M | 22.54% |