| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Megan J. Lottier Rockwood Wealth Management, LLC | 37,696 | $2.24M | $2.86M | $622,390.09 | 27.83% |
Chad Tobin Slagle Financial, LLC | 90,670 | $5.66M | $6.88M | $1.21M | 21.43% |
Jane Bortnem Cherry Tree Wealth Management, LLC | 2,860 | $156,418.56 | $216,788 | $60,369.44 | 38.59% |
| DT Derek Tinnin Altiora Financial Group, LLC | 5,549 | $374,691 | $420,891.65 | $46,200.65 | 12.33% |
Hovig Melkonian LAZARI CAPITAL MANAGEMENT, INC. | 3,306 | $215,914 | $250,760.1 | $34,846.1 | 16.14% |
Melissa Imbrogno BROWN WEALTH MANAGEMENT, LLC | 78,142 | $5.16M | $5.93M | $769,698.7 | 14.92% |
Nancy Smetek Arcataur Capital Management LLC | 461,621 | $24.83M | $35.01M | $10.18M | 41.02% |
Rajiv Shah KINGSWOOD WEALTH ADVISORS, LLC | 62,439 | $3.88M | $4.73M | $847,488.76 | 21.82% |
Bradley H. Owens LJI Wealth Management, LLC | 4,809 | $296,038.28 | $364,522.2 | $68,483.92 | 23.13% |
Invenio Wealth Partners LLC INVENIO WEALTH PARTNERS LLC | 11,715 | $619,760.29 | $888,582.75 | $268,822.46 | 43.38% |
Annmarie Young KPP Advisory Services LLC | 53,967 | $3.21M | $4.09M | $877,092.74 | 27.29% |
| MWS MFA Wealth Services MFA Wealth Services | 28,225 | $1.75M | $2.14M | $394,649.75 | 22.6% |
Alisha Arvold Christopher J. Hasenberg, Inc | 223 | $13,384.29 | $16,859.91 | $3,475.62 | 25.97% |
Thomas Dobbins New Republic Capital, LLC | 12,871 | $763,703.71 | $975,621.8 | $211,918.09 | 27.75% |
Dan Stevenson MIDLAND WEALTH ADVISORS LLC | 777,138 | $50.84M | $58.91M | $8.07M | 15.87% |
John Hayes LongView Wealth Management | 3,240 | $191,878.14 | $244,749.6 | $52,871.46 | 27.55% |
| SMR Stephen M Reiches Rappaport Reiches Capital Management, LLC | 6,135 | $329,347.46 | $465,033 | $135,685.54 | 41.2% |
Andrew Halac Talon Private Wealth, LLC | 12,949 | $757,668.56 | $981,534.2 | $223,865.64 | 29.55% |
Norden Group LLC NORDEN GROUP LLC | 9,031 | $552,796.34 | $684,549.8 | $131,753.46 | 23.83% |
Elliot Kallen Prosperity Wealth Management, Inc. | 6,348 | $382,244.24 | $481,178.4 | $98,934.16 | 25.88% |