| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Andrew Hass RF&L Wealth Management LLC | 9,455 | $1.53M | $2.42M | $884,608.37 | 57.71% |
Sheila J. Lindsay Bensler LLC | 6,712 | $1.12M | $1.73M | $604,913.47 | 53.97% |
Jill Batley Gateway Wealth Partners LLC | 1,851 | $395,264.32 | $471,838.41 | $76,574.09 | 19.37% |
Gregory Turcotte Alpha Financial Partners LLC | 1,158 | $214,744.56 | $296,592.75 | $81,848.19 | 38.11% |
| LAM Lakewood Asset Management LLC Lakewood Asset Management LLC | 3,947 | $615,056.65 | $1.01M | $396,125.28 | 64.4% |
| DK Daniel Kauper Milestone Investment Advisors LLC | 60 | $11,289.63 | $15,453.6 | $4,163.97 | 36.88% |
Christopher E. Jaccard Financial Alternatives Inc. | 1,436 | $302,049 | $367,170.84 | $65,121.84 | 21.56% |
Nicholas Brown Granite Harbor Advisors Inc. | 9,687 | $1.97M | $2.49M | $521,501.83 | 26.43% |
John Carey JP Wealth Management Inc. | 5,216 | $981,442.56 | $1.33M | $349,211.2 | 35.58% |
David Greenleigh LUTS & GREENLEIGH GROUP Inc. | 8,762 | $1.38M | $2.24M | $863,446.01 | 62.51% |
Gregg Zeoli Empire Financial Management Company LLC | 3,537 | $538,542.91 | $911,308.05 | $372,765.14 | 69.22% |
Ann Reilley Alpha Financial Advisors LLC | 4,003 | $608,213.6 | $1.02M | $415,313.47 | 68.28% |
Matthew T. Miler MilWealth Group LLC | 618 | $68,648.29 | $158,152.38 | $89,504.09 | 130.38% |
| PIL PFG Investments LLC PFG Investments LLC | 5,304 | $847,769.23 | $1.36M | $510,293.5 | 60.19% |
| AW Ariel Weisbard Values Added Financial LLC | 1,083 | $205,553 | $278,531.35 | $72,978.35 | 35.5% |
Jacqueline Washburn Vawter Financial Ltd. | 5,399 | $1.1M | $1.39M | $291,079.16 | 26.48% |
Jacob Going Alpine Bank Wealth Management | 2,745 | $521,176.58 | $702,088.65 | $180,912.07 | 34.71% |
Brian Glas Noble Family Wealth, LLC | 82,217 | $12.6M | $21.06M | $8.46M | 67.12% |
Andrew Kirchner ELEVATION WEALTH PARTNERS, LLC | 1,205 | $244,370.77 | $308,624.6 | $64,253.83 | 26.29% |
Alexandra Stickelman Root Financial Partners, LLC | 4,548 | $906,978.07 | $1.16M | $255,718.13 | 28.19% |