| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
John Shanley Aspect Partners, LLC | 19,826 | $2.32M | $2.7M | $375,450.08 | 16.16% |
Jane Bortnem Cherry Tree Wealth Management, LLC | 3,754 | $387,585.42 | $515,011.26 | $127,425.84 | 32.88% |
Hovig Melkonian LAZARI CAPITAL MANAGEMENT, INC. | 5,912 | $613,139.94 | $812,633.96 | $199,494.02 | 32.54% |
Kure Advisory LLC Kure Advisory, LLC | 91,856 | $9.55M | $12.54M | $2.98M | 31.21% |
Melissa Imbrogno BROWN WEALTH MANAGEMENT, LLC | 10,180 | $1.22M | $1.41M | $181,605.39 | 14.84% |
Nancy Smetek Arcataur Capital Management LLC | 399,534 | $40.6M | $54.73M | $14.14M | 34.82% |
Alyssa Lorenz Corundum Trust Company, INC | 31,295 | $3.18M | $4.24M | $1.07M | 33.65% |
Rajiv Shah KINGSWOOD WEALTH ADVISORS, LLC | 30,365 | $3.37M | $4.15M | $770,595.86 | 22.83% |
Bradley H. Owens LJI Wealth Management, LLC | 1,416 | $210,007 | $194,416.8 | -$15,590.2 | -7.42% |
Carrie Miller Trellis Wealth Advisors LLC | 1,454 | $215,662 | $198,332.87 | -$17,329.13 | -8.04% |
Invenio Wealth Partners LLC INVENIO WEALTH PARTNERS LLC | 39,017 | $4.58M | $5.33M | $748,848.34 | 16.36% |
Annmarie Young KPP Advisory Services LLC | 45,480 | $4.93M | $6.2M | $1.26M | 25.62% |
| MWS MFA Wealth Services MFA Wealth Services | 8,313 | $961,449.48 | $1.14M | $176,018.31 | 18.31% |
Lars Phillips RAM Investment Partners, LLC | 1,702 | $204,546 | $233,497.38 | $28,951.38 | 14.15% |
Alisha Arvold Christopher J. Hasenberg, Inc | 135,543 | $14.81M | $18.55M | $3.74M | 25.24% |
Thomas Dobbins New Republic Capital, LLC | 11,054 | $1.06M | $1.51M | $444,489.85 | 41.87% |
Dan Stevenson MIDLAND WEALTH ADVISORS LLC | 12,156 | $1.31M | $1.67M | $357,580.72 | 27.19% |
John Hayes LongView Wealth Management | 2,006 | $215,484.85 | $274,581.28 | $59,096.43 | 27.42% |
Andrew Halac Talon Private Wealth, LLC | 6,459 | $675,461.43 | $883,784.97 | $208,323.54 | 30.84% |
Norden Group LLC NORDEN GROUP LLC | 3,287 | $365,973.99 | $445,914.42 | $79,940.43 | 21.84% |