| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| MRC Martin R. Curiel MYECFO, LLC | 8,215 | $1.26M | $2.12M | $860,076.77 | 68.48% |
Rajiv Shah KINGSWOOD WEALTH ADVISORS, LLC | 9,665 | $1.99M | $2.43M | $444,635.55 | 22.35% |
Bradley H. Owens LJI Wealth Management, LLC | 1,962 | $475,648 | $494,070.86 | $18,422.86 | 3.87% |
Invenio Wealth Partners LLC INVENIO WEALTH PARTNERS LLC | 3,830 | $604,488.91 | $964,470.64 | $359,981.73 | 59.55% |
Thomas Healy PFW Advisors LLC | 109,904 | $14.3M | $27.68M | $13.38M | 93.59% |
Kent D. Aloia HOGE FINANCIAL SERVICES, LLC | 4,381 | $787,640.1 | $1.1M | $315,583.36 | 40.07% |
Andrew Stafford PREVAIL INNOVATIVE WEALTH ADVISORS, LLC | 1,671 | $405,076 | $420,791.24 | $15,715.24 | 3.88% |
Thomas Dobbins New Republic Capital, LLC | 3,003 | $625,642.53 | $775,599.79 | $149,957.26 | 23.97% |
Elizabeth Fleming Armstrong, Fleming & Moore, Inc | 1,069 | $217,777.82 | $269,195.59 | $51,417.77 | 23.61% |
John Hayes LongView Wealth Management | 3,894 | $740,462.16 | $980,587.12 | $240,124.96 | 32.43% |
| SMR Stephen M Reiches Rappaport Reiches Capital Management, LLC | 1,163 | $192,185.75 | $292,866.67 | $100,680.92 | 52.39% |
John M Roach Waterway Wealth Management, LLC | 855 | $207,278 | $215,306.11 | $8,028.11 | 3.87% |
Timothy Monaco Dechtman Wealth Management, LLC | 2,845 | $449,442.88 | $716,427.93 | $266,985.05 | 59.4% |
Tracey A. Baker CJM Wealth Advisers, Ltd. | 10,962 | $1.82M | $2.76M | $940,945.83 | 51.71% |
Christopher C. Powers Farther Finance Advisors, LLC | 64,218 | $13.29M | $16.17M | $2.88M | 21.67% |
Schoolcraft Capital LLC Schoolcraft Capital LLC | 1,367 | $183,033.89 | $353,109.77 | $170,075.88 | 92.92% |
Dina Fliss Global View Capital Management LLC | 3,308 | $727,555.93 | $833,020.59 | $105,464.66 | 14.5% |
Patrick J. DiNuzzo DiNuzzo Private Wealth, Inc. | 3,958 | $697,404.76 | $996,703.6 | $299,298.84 | 42.92% |
Kevin Orr Centennial Bank/AR/ | 13,068 | $2.26M | $3.37M | $1.11M | 48.9% |
| SPS Sean P. Skuja QRG CAPITAL MANAGEMENT, INC. | 5,838 | $1.23M | $1.47M | $242,128.46 | 19.72% |