| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Andrew Kirchner ELEVATION WEALTH PARTNERS, LLC | 965 | $67,473.02 | $105,889.45 | $38,416.43 | 56.94% |
Brett Pohl Invera Wealth Advisors, LLC | 4,398 | $404,484.06 | $483,274.23 | $78,790.17 | 19.48% |
Alexandra Stickelman Root Financial Partners, LLC | 377 | $36,436.86 | $41,368.21 | $4,931.35 | 13.53% |
Able Financial Group LLC ABLE Financial Group, LLC | 23,250 | $1.85M | $2.55M | $706,473.4 | 38.22% |
Courtney Holt Compound Planning, Inc. | 11,970 | $1.04M | $1.31M | $271,980.35 | 26.11% |
Katherine Stoner Empower Advisory Group, LLC | 8,141 | $646,449.89 | $893,311.93 | $246,862.04 | 38.19% |
Nemes Rush Group LLC Nemes Rush Group LLC | 249 | $22,040.12 | $27,322.77 | $5,282.65 | 23.97% |
Scott Kapusta First County Bank /CT/ | 3,111 | $279,260.76 | $341,370.03 | $62,109.27 | 22.24% |
Megan J. Lottier Rockwood Wealth Management, LLC | 3,743 | $360,339 | $411,093.69 | $50,754.69 | 14.09% |
Jane Bortnem Cherry Tree Wealth Management, LLC | 509 | $49,491 | $55,804.21 | $6,313.21 | 12.76% |
Kure Advisory LLC Kure Advisory, LLC | 3,335 | $270,402 | $365,949.55 | $95,547.55 | 35.34% |
Rajiv Shah KINGSWOOD WEALTH ADVISORS, LLC | 7,460 | $650,830.32 | $818,098.66 | $167,268.34 | 25.7% |
Bradley H. Owens LJI Wealth Management, LLC | 194,469 | $14.83M | $21.32M | $6.49M | 43.75% |
Jeremy Sorci Premier Financial Group | 2,070 | $193,694.06 | $227,141.1 | $33,447.04 | 17.27% |
Invenio Wealth Partners LLC INVENIO WEALTH PARTNERS LLC | 7,529 | $591,205.61 | $826,157.17 | $234,951.56 | 39.74% |
Thomas Healy PFW Advisors LLC | 181,368 | $10.44M | $19.92M | $9.47M | 90.71% |
Alisha Arvold Christopher J. Hasenberg, Inc | 241 | $21,085 | $26,394.32 | $5,309.32 | 25.18% |
Thomas Dobbins New Republic Capital, LLC | 1,050 | $101,079.48 | $115,116.75 | $14,037.27 | 13.89% |
Dan Stevenson MIDLAND WEALTH ADVISORS LLC | 9,501 | $842,012.97 | $1.04M | $199,629.16 | 23.71% |
| TM Timothy Monaco Dechtman Wealth Management, LLC | 4,217 | $307,982.61 | $462,330.79 | $154,348.18 | 50.12% |