| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Gregg Zeoli Empire Financial Management Company LLC | 3,537 | $538,542.91 | $914,562.13 | $376,019.22 | 69.82% |
Ann Reilley Alpha Financial Advisors LLC | 4,003 | $608,213.6 | $1.03M | $423,639.71 | 69.65% |
Matthew T. Miler MilWealth Group LLC | 618 | $68,648.29 | $155,624.77 | $86,976.48 | 126.7% |
| PIL PFG Investments LLC PFG Investments LLC | 5,304 | $847,769.23 | $1.34M | $487,884.1 | 57.55% |
| AW Ariel Weisbard Values Added Financial LLC | 1,083 | $205,553 | $272,721.07 | $67,168.07 | 32.68% |
Jacqueline Washburn Vawter Financial Ltd. | 5,399 | $1.1M | $1.36M | $260,304.91 | 23.68% |
Jacob Going Alpine Bank Wealth Management | 2,745 | $521,176.58 | $707,084.55 | $185,907.97 | 35.67% |
Brian Glas Noble Family Wealth, LLC | 82,775 | $12.69M | $20.84M | $8.16M | 64.32% |
Andrew Kirchner ELEVATION WEALTH PARTNERS, LLC | 1,201 | $243,379.22 | $302,435.83 | $59,056.61 | 24.27% |
Alexandra Stickelman Root Financial Partners, LLC | 4,548 | $906,978.07 | $1.15M | $238,299.34 | 26.27% |
Able Financial Group LLC ABLE Financial Group, LLC | 3,842 | $647,779.6 | $967,492.48 | $319,712.88 | 49.36% |
Joe-Ben O'Banion TITLEIST ASSET MANAGEMENT, LLC | 9,365 | $1.79M | $2.36M | $571,496.03 | 31.98% |
Jorge Paganin Abacus Wealth Partners, LLC | 1,772 | $342,621.37 | $446,225.06 | $103,603.69 | 30.24% |
| 3IP 3Chopt Investment Partners LLC 3Chopt Investment Partners, LLC | 1,433 | $301,077.56 | $360,858.07 | $59,780.51 | 19.86% |
Courtney Holt Compound Planning, Inc. | 2,323 | $404,925.9 | $584,977.88 | $180,051.98 | 44.47% |
Katherine Stoner Empower Advisory Group, LLC | 2,604 | $490,902.56 | $671,233.08 | $180,330.52 | 36.73% |
Nemes Rush Group LLC Nemes Rush Group LLC | 51 | $9,121.84 | $13,187.07 | $4,065.23 | 44.57% |
Scott Kapusta First County Bank /CT/ | 3,521 | $658,145.43 | $886,658.26 | $228,512.83 | 34.72% |
Megan J. Lottier Rockwood Wealth Management, LLC | 2,181 | $369,334.35 | $549,219.44 | $179,885.09 | 48.71% |
Jane Bortnem Cherry Tree Wealth Management, LLC | 431 | $69,942.64 | $108,534.42 | $38,591.78 | 55.18% |