| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Amy Ardeel Icon Wealth Advisors LLC | 7,922 | $366,747.36 | $490,926.34 | $124,178.98 | 33.86% |
Crystal McKeon TSA Wealth Managment LLC | 6,592 | $270,261.73 | $408,506.24 | $138,244.51 | 51.15% |
| FFL Financial Freedom LLC Financial Freedom LLC | 46 | $1,705.83 | $2,846.02 | $1,140.19 | 66.84% |
| SL Sarah Ludden Clifford Group LLC | 12,125 | $487,203.12 | $750,173.75 | $262,970.63 | 53.98% |
| RJW Ryan J. Warner C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors | 7,992 | $422,123.45 | $494,385.12 | $72,261.67 | 17.12% |
Jeffrey Steele Silverlake Wealth Management LLC | 37,055 | $1.64M | $2.29M | $648,197.45 | 39.43% |
| GT Gregory Turcotte Alpha Financial Partners LLC | 21,811 | $1.02M | $1.35M | $327,330.27 | 32.03% |
| WRP Werba Rubin Papier Wealth Management Werba Rubin Papier Wealth Management | 15,027 | $561,004.75 | $928,667.1 | $367,662.35 | 65.54% |
| JW Jacqueline Washburn Vawter Financial Ltd. | 3,670 | $209,924 | $226,805.63 | $16,881.63 | 8.04% |
Andrew Kirchner ELEVATION WEALTH PARTNERS, LLC | 1,075 | $53,004.58 | $66,311.37 | $13,306.79 | 25.1% |
Alexandra Stickelman Root Financial Partners, LLC | 2,687 | $146,771.7 | $165,747.59 | $18,975.89 | 12.93% |
Courtney Holt Compound Planning, Inc. | 331,806 | $15.58M | $20.47M | $4.89M | 31.39% |
Nemes Rush Group LLC Nemes Rush Group LLC | 78 | $4,008.79 | $4,811.43 | $802.64 | 20.02% |
Jane Bortnem Cherry Tree Wealth Management, LLC | 1,300 | $68,406 | $80,067 | $11,661 | 17.05% |
Rajiv Shah KINGSWOOD WEALTH ADVISORS, LLC | 4,403 | $181,308.72 | $271,201.9 | $89,893.18 | 49.58% |
Annmarie Young KPP Advisory Services LLC | 12,583 | $664,638.68 | $774,986.97 | $110,348.29 | 16.6% |
Kent D. Aloia HOGE FINANCIAL SERVICES, LLC | 65,877 | $3.33M | $4.06M | $731,996.35 | 21.97% |
Christopher C. Powers Farther Finance Advisors, LLC | 50,750 | $2.53M | $3.12M | $588,605.31 | 23.28% |
James Eric Maxwell Maxwell Wealth Strategies Inc. | 14,462 | $586,054.71 | $890,714.58 | $304,659.87 | 51.98% |
NICOLE MARTIN Arlington Trust Co LLC | 648 | $27,294 | $39,910.32 | $12,616.32 | 46.22% |