| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| SML Sweeney & Michel LLC SWEENEY & MICHEL, LLC | 196,749 | $20.1M | $33.34M | $13.24M | 65.86% |
Nemes Rush Group LLC Nemes Rush Group LLC | 4,274 | $585,255.52 | $728,460.56 | $143,205.04 | 24.47% |
Megan J. Lottier Rockwood Wealth Management, LLC | 3,801 | $517,963.55 | $621,881.61 | $103,918.06 | 20.06% |
Jane Bortnem Cherry Tree Wealth Management, LLC | 15,877 | $1.56M | $2.6M | $1.04M | 66.96% |
| DT Derek Tinnin Altiora Financial Group, LLC | 18,130 | $2.59M | $3.07M | $486,859.7 | 18.82% |
| MRC Martin R. Curiel MYECFO, LLC | 2,293 | $332,336 | $388,778.15 | $56,442.15 | 16.98% |
Rajiv Shah KINGSWOOD WEALTH ADVISORS, LLC | 17,348 | $2.47M | $2.84M | $365,099.95 | 14.76% |
Bradley H. Owens LJI Wealth Management, LLC | 1.18M | $130.86M | $193.7M | $62.83M | 48.01% |
Jeremy Sorci Premier Financial Group | 19 | $2,841 | $3,108.59 | $267.59 | 9.42% |
Annmarie Young KPP Advisory Services LLC | 5,079 | $621,210.13 | $830,975.19 | $209,765.06 | 33.77% |
Certus Wealth Management LLC Certus Wealth Management, LLC | 55,420 | $5.55M | $9.07M | $3.52M | 63.33% |
Thomas Healy PFW Advisors LLC | 2,465 | $165,327.55 | $403,298.65 | $237,971.1 | 143.94% |
Andrew Stafford PREVAIL INNOVATIVE WEALTH ADVISORS, LLC | 1,600 | $233,039.9 | $261,776 | $28,736.1 | 12.33% |
Thomas Dobbins New Republic Capital, LLC | 71 | $10,557 | $11,957.82 | $1,400.82 | 13.27% |
Norden Group LLC NORDEN GROUP LLC | 3,451 | $435,404.04 | $564,618.11 | $129,214.07 | 29.68% |
Brandon Silvia SILVIA MCCOLL WEALTH MANAGEMENT, LLC | 24,800 | $2.1M | $4.06M | $1.95M | 92.94% |
Alicia Fuschak Avid Wealth Partners LLC | 3,630 | $517,021 | $593,904.3 | $76,883.3 | 14.87% |
Christopher C. Powers Farther Finance Advisors, LLC | 134,664 | $18.11M | $22.03M | $3.93M | 21.69% |
Anthony Moeller MN Wealth Advisors, LLC | 12,105 | $1.43M | $1.98M | $552,696.06 | 38.71% |
Matthew Wright Disciplina Capital Management LLC | 1.14M | $149.62M | $193.41M | $43.8M | 29.27% |