| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| PIL PFG Investments LLC PFG Investments LLC | 1,400 | $374,404.22 | $571,732 | $197,327.78 | 52.7% |
Brian Lawrence North Ridge Wealth Advisors Inc. | 150 | $48,324 | $61,257 | $12,933 | 26.76% |
Jacqueline Washburn Vawter Financial Ltd. | 3,319 | $1.21M | $1.36M | $142,384.75 | 11.74% |
Jacob Going Alpine Bank Wealth Management | 13 | $5,324 | $5,504.07 | $180.07 | 3.38% |
David Silver INSTRUMENTAL WEALTH, LLC | 2,960 | $663,888.21 | $1.21M | $544,916.59 | 82.08% |
Andrew Kirchner ELEVATION WEALTH PARTNERS, LLC | 41 | $9,234.61 | $16,743.58 | $7,508.97 | 81.31% |
Alexandra Stickelman Root Financial Partners, LLC | 546 | $199,743.27 | $222,975.48 | $23,232.21 | 11.63% |
Benjamin J. Jones National Wealth Management Group, LLC | 523 | $214,169 | $213,582.74 | -$586.26 | -0.27% |
Joe-Ben O'Banion TITLEIST ASSET MANAGEMENT, LLC | 688 | $238,564.84 | $280,965.44 | $42,400.6 | 17.77% |
Jorge Paganin Abacus Wealth Partners, LLC | 1,281 | $287,200.77 | $523,134.78 | $235,934.01 | 82.15% |
Courtney Holt Compound Planning, Inc. | 12,995 | $3.85M | $5.31M | $1.46M | 38.01% |
Katherine Stoner Empower Advisory Group, LLC | 430,492 | $114.92M | $182.21M | $67.29M | 58.55% |
Nemes Rush Group LLC Nemes Rush Group LLC | 5,382 | $1.88M | $2.29M | $413,769.48 | 22.06% |
Megan J. Lottier Rockwood Wealth Management, LLC | 3,071 | $806,350.39 | $1.25M | $447,784.59 | 55.53% |
John Shanley Aspect Partners, LLC | 702 | $184,107 | $286,682.76 | $102,575.76 | 55.72% |
Jane Bortnem Cherry Tree Wealth Management, LLC | 997 | $243,009.52 | $407,154.86 | $164,145.34 | 67.55% |
Rajiv Shah KINGSWOOD WEALTH ADVISORS, LLC | 948 | $301,799.15 | $387,144.24 | $85,345.09 | 28.28% |
Lars Phillips RAM Investment Partners, LLC | 836 | $262,830 | $341,405.68 | $78,575.68 | 29.9% |
Kent D. Aloia HOGE FINANCIAL SERVICES, LLC | 111,486 | $30.72M | $45.53M | $14.81M | 48.2% |
Thomas Dobbins New Republic Capital, LLC | 1,731 | $513,067.08 | $729,027.96 | $215,960.88 | 42.09% |