| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Sheila J. Lindsay Bensler LLC | 1,877 | $482,848.45 | $643,998.72 | $161,150.27 | 33.37% |
Vincent Incerto LaSalle St. Investment Advisors LLC | 621 | $244,649.15 | $211,155.52 | -$33,493.63 | -13.69% |
Hannah Rae Leone Foundation Wealth Management LLC | 17,660 | $4.07M | $6.08M | $2.01M | 49.46% |
| DK Daniel Kauper Milestone Investment Advisors LLC | 457 | $109,710.23 | $158,048.88 | $48,338.65 | 44.06% |
Nicholas Brown Granite Harbor Advisors Inc. | 1,126 | $360,406.41 | $390,187.15 | $29,780.74 | 8.26% |
John Carey JP Wealth Management Inc. | 697 | $223,068 | $236,255.12 | $13,187.12 | 5.91% |
David Greenleigh LUTS & GREENLEIGH GROUP Inc. | 6,851 | $1.6M | $2.38M | $777,007.58 | 48.55% |
| PIL PFG Investments LLC PFG Investments LLC | 538 | $211,846 | $185,895.14 | -$25,950.86 | -12.25% |
Jackson O'Connor O'Connor Financial Group LLC | 521 | $205,253 | $179,599.12 | -$25,653.88 | -12.5% |
Jacqueline Washburn Vawter Financial Ltd. | 4,406 | $1.41M | $1.53M | $116,808.06 | 8.28% |
Jacob Going Alpine Bank Wealth Management | 1,310 | $372,040 | $443,867.3 | $71,827.3 | 19.31% |
David Silver INSTRUMENTAL WEALTH, LLC | 13,188 | $3.61M | $4.55M | $932,612.06 | 25.8% |
Brian Glas Noble Family Wealth, LLC | 21,418 | $4.95M | $7.39M | $2.44M | 49.32% |
Andrew Kirchner ELEVATION WEALTH PARTNERS, LLC | 536 | $135,189.92 | $186,490.48 | $51,300.56 | 37.95% |
Gregory Bosch Strategies Wealth Advisors, LLC | 1,791 | $467,176.47 | $614,689.11 | $147,512.64 | 31.58% |
Courtney Holt Compound Planning, Inc. | 4,886 | $1.41M | $1.68M | $276,666.54 | 19.65% |
Megan J. Lottier Rockwood Wealth Management, LLC | 513 | $202,102 | $177,767.32 | -$24,334.68 | -12.04% |
Jane Bortnem Cherry Tree Wealth Management, LLC | 20 | $4,854 | $6,953 | $2,099 | 43.24% |
Melissa Imbrogno BROWN WEALTH MANAGEMENT, LLC | 2,481 | $666,899.97 | $859,468.02 | $192,568.05 | 28.88% |
Rajiv Shah KINGSWOOD WEALTH ADVISORS, LLC | 831 | $267,672.65 | $286,408.3 | $18,735.65 | 7% |