| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Melissa Imbrogno BROWN WEALTH MANAGEMENT, LLC | 8,725 | $543,126.31 | $677,409 | $134,282.69 | 24.72% |
Rajiv Shah KINGSWOOD WEALTH ADVISORS, LLC | 41,327 | $2.66M | $3.22M | $560,025.67 | 21.08% |
Bradley H. Owens LJI Wealth Management, LLC | 14,634 | $983,700.73 | $1.13M | $147,580.64 | 15% |
Carrie Miller Trellis Wealth Advisors LLC | 2,875 | $200,532 | $223,646.25 | $23,114.25 | 11.53% |
Annmarie Young KPP Advisory Services LLC | 22,866 | $1.28M | $1.8M | $519,085.24 | 40.58% |
Certus Wealth Management LLC Certus Wealth Management, LLC | 7,010 | $346,407.49 | $545,354.87 | $198,947.38 | 57.43% |
Lars Phillips RAM Investment Partners, LLC | 4,234 | $260,122.1 | $330,633.04 | $70,510.94 | 27.11% |
Kent D. Aloia HOGE FINANCIAL SERVICES, LLC | 9,187 | $465,314.2 | $714,564.86 | $249,250.66 | 53.57% |
Thomas Dobbins New Republic Capital, LLC | 16,121 | $906,491.84 | $1.27M | $361,263.6 | 39.85% |
Dan Stevenson MIDLAND WEALTH ADVISORS LLC | 1.22M | $68.29M | $94.37M | $26.08M | 38.2% |
John Hayes LongView Wealth Management | 5,908 | $398,663.88 | $457,131.5 | $58,467.62 | 14.67% |
Andrew Halac Talon Private Wealth, LLC | 9,051 | $546,612.08 | $700,321.12 | $153,709.04 | 28.12% |
Bradley Harsch Strategic Advocates LLC | 12,873 | $863,774.37 | $1.03M | $168,897.69 | 19.55% |
Peter Sigismondi Ramirez Asset Management, Inc. | 446 | $36,168.54 | $35,073.44 | -$1,095.1 | -3.03% |
Alicia Fuschak Avid Wealth Partners LLC | 96,827 | $5.73M | $7.53M | $1.81M | 31.58% |
Denise Reinert CGC Financial Services, LLC | 80 | $4,046.4 | $6,291.2 | $2,244.8 | 55.48% |
Christopher C. Powers Farther Finance Advisors, LLC | 1.74M | $115.13M | $136.94M | $21.8M | 18.94% |
David Skalicky INSPIRE TRUST CO, N.A. | 350,000 | $23.38M | $27.32M | $3.94M | 16.86% |
Matthew Wright Disciplina Capital Management LLC | 388,037 | $22.73M | $30.19M | $7.46M | 32.81% |
James Eric Maxwell Maxwell Wealth Strategies Inc. | 15,923 | $822,191.21 | $1.24M | $420,519.32 | 51.15% |