| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Courtney Holt Compound Planning, Inc. | 144,467 | $80.86M | $109.14M | $28.28M | 34.97% |
Katherine Stoner Empower Advisory Group, LLC | 20,842 | $9.82M | $15.75M | $5.93M | 60.37% |
Andrew Nall PMV Capital Advisers, LLC | 10,596 | $6.35M | $8.01M | $1.66M | 26.07% |
Nemes Rush Group LLC Nemes Rush Group LLC | 7,411 | $4.26M | $5.6M | $1.34M | 31.55% |
ELEVATUS WELATH MANAGEMENT ELEVATUS WELATH MANAGEMENT | 686 | $402,107.27 | $518,259.28 | $116,152.01 | 28.89% |
Scott Kapusta First County Bank /CT/ | 6,243 | $2.46M | $4.72M | $2.25M | 91.4% |
Megan J. Lottier Rockwood Wealth Management, LLC | 7,898 | $4.19M | $5.96M | $1.76M | 42.01% |
Shawn Scholz Impact Partnership Wealth, LLC | 4,582 | $2.83M | $3.46M | $632,627.58 | 22.36% |
Chad Tobin Slagle Financial, LLC | 1,075 | $542,416.24 | $812,141 | $269,724.76 | 49.73% |
Jane Bortnem Cherry Tree Wealth Management, LLC | 23,843 | $11.06M | $18.01M | $6.95M | 62.82% |
| DT Derek Tinnin Altiora Financial Group, LLC | 3,779 | $2.06M | $2.85M | $793,190.79 | 38.47% |
Hovig Melkonian LAZARI CAPITAL MANAGEMENT, INC. | 2,820 | $1.56M | $2.13M | $574,709.42 | 36.94% |
| MRC Martin R. Curiel MYECFO, LLC | 428 | $226,777.98 | $323,345.44 | $96,567.46 | 42.58% |
Melissa Imbrogno BROWN WEALTH MANAGEMENT, LLC | 102,896 | $64.19M | $77.74M | $13.54M | 21.1% |
Nancy Smetek Arcataur Capital Management LLC | 147,632 | $68.47M | $111.53M | $43.06M | 62.88% |
Alyssa Lorenz Corundum Trust Company, INC | 3,306 | $1.55M | $2.5M | $948,777.3 | 61.26% |
Rajiv Shah KINGSWOOD WEALTH ADVISORS, LLC | 27,772 | $16.15M | $20.98M | $4.83M | 29.89% |
Bradley H. Owens LJI Wealth Management, LLC | 945 | $496,821.74 | $713,938.05 | $217,116.31 | 43.7% |
Jeremy Sorci Premier Financial Group | 953 | $620,456.12 | $719,972.44 | $99,516.32 | 16.04% |
Invenio Wealth Partners LLC INVENIO WEALTH PARTNERS LLC | 614 | $272,559.12 | $463,864.72 | $191,305.6 | 70.19% |