| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Megan J. Lottier Rockwood Wealth Management, LLC | 39,429 | $2.37M | $2.97M | $597,527.59 | 25.21% |
Shawn Scholz Impact Partnership Wealth, LLC | 4,581 | $353,237 | $344,811.87 | -$8,425.13 | -2.39% |
Chad Tobin Slagle Financial, LLC | 88,750 | $5.54M | $6.68M | $1.14M | 20.48% |
John Shanley Aspect Partners, LLC | 85 | $6,554 | $6,397.95 | -$156.05 | -2.38% |
Jane Bortnem Cherry Tree Wealth Management, LLC | 2,860 | $156,418.56 | $215,272.2 | $58,853.64 | 37.63% |
| DT Derek Tinnin Altiora Financial Group, LLC | 5,549 | $374,691 | $431,684.45 | $56,993.45 | 15.21% |
Hovig Melkonian LAZARI CAPITAL MANAGEMENT, INC. | 3,306 | $215,914 | $248,842.62 | $32,928.62 | 15.25% |
Melissa Imbrogno BROWN WEALTH MANAGEMENT, LLC | 79,785 | $5.28M | $6.01M | $721,353.7 | 13.65% |
Nancy Smetek Arcataur Capital Management LLC | 459,664 | $24.73M | $34.6M | $9.87M | 39.92% |
Rajiv Shah KINGSWOOD WEALTH ADVISORS, LLC | 64,877 | $4.07M | $4.88M | $811,782.08 | 19.94% |
Bradley H. Owens LJI Wealth Management, LLC | 4,021 | $248,176.32 | $302,660.67 | $54,484.35 | 21.95% |
Invenio Wealth Partners LLC INVENIO WEALTH PARTNERS LLC | 11,715 | $619,760.29 | $881,788.05 | $262,027.76 | 42.28% |
Annmarie Young KPP Advisory Services LLC | 52,526 | $3.13M | $3.95M | $827,552.26 | 26.47% |
| MWS MFA Wealth Services MFA Wealth Services | 28,273 | $1.75M | $2.13M | $378,190.91 | 21.61% |
Alisha Arvold Christopher J. Hasenberg, Inc | 26,303 | $1.63M | $1.98M | $348,960.98 | 21.4% |
Thomas Dobbins New Republic Capital, LLC | 11,649 | $702,564.61 | $882,411.75 | $179,847.14 | 25.6% |
Dan Stevenson MIDLAND WEALTH ADVISORS LLC | 812,619 | $53.57M | $61.17M | $7.59M | 14.17% |
John Hayes LongView Wealth Management | 3,073 | $182,793.68 | $231,304.71 | $48,511.03 | 26.54% |
| SMR Stephen M Reiches Rappaport Reiches Capital Management, LLC | 6,135 | $329,347.46 | $461,781.45 | $132,433.99 | 40.21% |
Andrew Halac Talon Private Wealth, LLC | 12,949 | $757,668.56 | $974,671.23 | $217,002.67 | 28.64% |