| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Vickie Chrisman LMG Wealth Partners LLC | 47,501 | $10.53M | $18.64M | $8.1M | 76.95% |
David Gutierrez Gutierrez Wealth Advisory LLC | 1,328 | $381,421.96 | $492,249.77 | $110,827.81 | 29.06% |
Sheila J. Lindsay Bensler LLC | 1,877 | $482,848.45 | $695,747.61 | $212,899.16 | 44.09% |
Vincent Incerto LaSalle St. Investment Advisors LLC | 621 | $244,649.15 | $240,960.42 | -$3,688.73 | -1.51% |
Hannah Rae Leone Foundation Wealth Management LLC | 17,660 | $4.07M | $6.55M | $2.48M | 60.82% |
| DK Daniel Kauper Milestone Investment Advisors LLC | 457 | $109,710.23 | $180,812.05 | $71,101.82 | 64.81% |
Nicholas Brown Granite Harbor Advisors Inc. | 1,126 | $360,406.41 | $417,374.43 | $56,968.02 | 15.81% |
John Carey JP Wealth Management Inc. | 697 | $223,068 | $258,357 | $35,289 | 15.82% |
David Greenleigh LUTS & GREENLEIGH GROUP Inc. | 6,851 | $1.6M | $2.67M | $1.07M | 66.97% |
| PIL PFG Investments LLC PFG Investments LLC | 538 | $211,846 | $199,420.47 | -$12,425.53 | -5.87% |
Jackson O'Connor O'Connor Financial Group LLC | 521 | $205,253 | $193,119.08 | -$12,133.92 | -5.91% |
Jacqueline Washburn Vawter Financial Ltd. | 4,406 | $1.41M | $1.63M | $223,190.97 | 15.83% |
Jacob Going Alpine Bank Wealth Management | 1,310 | $372,040 | $510,991.71 | $138,951.71 | 37.35% |
David Silver INSTRUMENTAL WEALTH, LLC | 13,188 | $3.61M | $4.89M | $1.27M | 35.25% |
Brian Glas Noble Family Wealth, LLC | 21,468 | $4.96M | $7.96M | $2.99M | 60.32% |
Andrew Kirchner ELEVATION WEALTH PARTNERS, LLC | 536 | $135,189.92 | $198,679.13 | $63,489.21 | 46.96% |
Gregory Bosch Strategies Wealth Advisors, LLC | 1,791 | $467,176.47 | $708,609.13 | $241,432.66 | 51.68% |
Courtney Holt Compound Planning, Inc. | 4,243 | $1.19M | $1.57M | $377,808.8 | 31.62% |
Megan J. Lottier Rockwood Wealth Management, LLC | 513 | $202,102 | $190,153.72 | -$11,948.28 | -5.91% |
Jane Bortnem Cherry Tree Wealth Management, LLC | 20 | $4,854 | $7,413.4 | $2,559.4 | 52.73% |