| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Ryan P. Ruggaard Ruggaard & Associates LLC | 1,368 | $308,114.51 | $576,570.96 | $268,456.45 | 87.13% |
Andrew Brady Brady Family Wealth LLC | 556 | $227,682 | $234,459.64 | $6,777.64 | 2.98% |
| PIL PFG Investments LLC PFG Investments LLC | 1,400 | $374,404.22 | $589,603 | $215,198.78 | 57.48% |
Brian Lawrence North Ridge Wealth Advisors Inc. | 150 | $48,324 | $63,163.5 | $14,839.5 | 30.71% |
Jacqueline Washburn Vawter Financial Ltd. | 3,319 | $1.21M | $1.4M | $186,809.56 | 15.4% |
Jacob Going Alpine Bank Wealth Management | 13 | $5,324 | $5,418.01 | $94.01 | 1.77% |
David Silver INSTRUMENTAL WEALTH, LLC | 2,960 | $663,888.21 | $1.24M | $580,406.99 | 87.43% |
Andrew Kirchner ELEVATION WEALTH PARTNERS, LLC | 23 | $5,180.39 | $9,697.14 | $4,516.75 | 87.19% |
Alexandra Stickelman Root Financial Partners, LLC | 546 | $199,743.27 | $228,129.72 | $28,386.45 | 14.21% |
Benjamin J. Jones National Wealth Management Group, LLC | 523 | $214,169 | $219,503.1 | $5,334.1 | 2.49% |
Joe-Ben O'Banion TITLEIST ASSET MANAGEMENT, LLC | 689 | $238,980.83 | $287,829.75 | $48,848.92 | 20.44% |
Jorge Paganin Abacus Wealth Partners, LLC | 1,281 | $287,200.77 | $536,610.9 | $249,410.13 | 86.84% |
Courtney Holt Compound Planning, Inc. | 17,492 | $5.76M | $7.36M | $1.6M | 27.72% |
Katherine Stoner Empower Advisory Group, LLC | 430,492 | $114.92M | $179.3M | $64.38M | 56.02% |
Nemes Rush Group LLC Nemes Rush Group LLC | 5,382 | $1.88M | $2.26M | $385,621.57 | 20.56% |
Megan J. Lottier Rockwood Wealth Management, LLC | 3,071 | $806,350.39 | $1.3M | $488,889.92 | 60.63% |
John Shanley Aspect Partners, LLC | 702 | $184,107 | $293,221.89 | $109,114.89 | 59.27% |
Jane Bortnem Cherry Tree Wealth Management, LLC | 963 | $234,722.33 | $405,760.06 | $171,037.73 | 72.87% |
Rajiv Shah KINGSWOOD WEALTH ADVISORS, LLC | 948 | $301,799.15 | $398,747.76 | $96,948.61 | 32.12% |
Lars Phillips RAM Investment Partners, LLC | 836 | $262,830 | $352,248.61 | $89,418.61 | 34.02% |