| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
John Shanley Aspect Partners, LLC | 720 | $54,072 | $98,107.2 | $44,035.2 | 81.44% |
Jane Bortnem Cherry Tree Wealth Management, LLC | 105 | $9,748 | $14,379.75 | $4,631.75 | 47.51% |
Melissa Imbrogno BROWN WEALTH MANAGEMENT, LLC | 4,558 | $329,477.36 | $624,058.52 | $294,581.16 | 89.41% |
Alyssa Lorenz Corundum Trust Company, INC | 3,110 | $351,772 | $425,805.62 | $74,033.62 | 21.05% |
Rajiv Shah KINGSWOOD WEALTH ADVISORS, LLC | 31,400 | $3.55M | $4.3M | $747,830.02 | 21.05% |
Bradley H. Owens LJI Wealth Management, LLC | 2,716 | $167,112.06 | $371,956.2 | $204,844.14 | 122.58% |
Annmarie Young KPP Advisory Services LLC | 17,823 | $1.56M | $2.44M | $876,688.05 | 56.05% |
| MWS MFA Wealth Services MFA Wealth Services | 24,728 | $2.51M | $3.39M | $871,619.42 | 34.67% |
Alisha Arvold Christopher J. Hasenberg, Inc | 452 | $42,262 | $62,398.6 | $20,136.6 | 47.65% |
Thomas Dobbins New Republic Capital, LLC | 6,206 | $616,730.42 | $849,911.7 | $233,181.28 | 37.81% |
Dan Stevenson MIDLAND WEALTH ADVISORS LLC | 502,832 | $38.01M | $68.86M | $30.85M | 81.16% |
Elizabeth Fleming Armstrong, Fleming & Moore, Inc | 3,905 | $433,161.82 | $534,653.04 | $101,491.22 | 23.43% |
John Hayes LongView Wealth Management | 15,052 | $1.36M | $2.02M | $660,209.43 | 48.52% |
Andrew Halac Talon Private Wealth, LLC | 2,499 | $231,982.11 | $342,238.05 | $110,255.94 | 47.53% |
Norden Group LLC NORDEN GROUP LLC | 7,124 | $661,320.86 | $975,631.8 | $314,310.94 | 47.53% |
Andrew Parsons Corrigan Financial, Inc. | 30,057 | $883,253.43 | $4.12M | $3.23M | 366.04% |
Elliot Kallen Prosperity Wealth Management, Inc. | 1,726 | $208,363 | $236,375.7 | $28,012.7 | 13.44% |
John M Roach Waterway Wealth Management, LLC | 48,075 | $6.61M | $6.56M | -$50,677.38 | -0.77% |
Alicia Fuschak Avid Wealth Partners LLC | 96,586 | $9.25M | $13.23M | $3.98M | 43% |
Denise Reinert CGC Financial Services, LLC | 347,289 | $41.86M | $47.4M | $5.53M | 13.22% |