| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Hannah Rae Leone Foundation Wealth Management LLC | 1,443 | $180,868.44 | $241,096.44 | $60,228 | 33.3% |
Christopher E. Jaccard Financial Alternatives Inc. | 3,662 | $385,754.95 | $626,348.48 | $240,593.53 | 62.37% |
Nicholas Brown Granite Harbor Advisors Inc. | 2,571 | $359,091.7 | $429,562.69 | $70,470.99 | 19.62% |
John Carey JP Wealth Management Inc. | 5,868 | $758,967.12 | $980,425.45 | $221,458.33 | 29.18% |
David Greenleigh LUTS & GREENLEIGH GROUP Inc. | 9,307 | $1.02M | $1.59M | $572,080.91 | 55.98% |
Ryan P. Ruggaard Ruggaard & Associates LLC | 1,894 | $201,142.8 | $328,495.36 | $127,352.56 | 63.31% |
Matthew T. Miler MilWealth Group LLC | 88 | $6,718.8 | $14,703.04 | $7,984.24 | 118.83% |
| PIL PFG Investments LLC PFG Investments LLC | 3,405 | $386,879.09 | $568,907.41 | $182,028.32 | 47.05% |
Kelly F. Taylor Whitaker-Myers Wealth Managers Ltd. | 41,232 | $5.08M | $6.89M | $1.81M | 35.68% |
Jacob Going Alpine Bank Wealth Management | 14,212 | $1.88M | $2.43M | $554,551.77 | 29.5% |
Scott Boyce Decker Retirement Planning Inc. | 3,932 | $520,046.82 | $656,958.57 | $136,911.75 | 26.33% |
Brian Glas Noble Family Wealth, LLC | 16,825 | $1.79M | $2.81M | $1.02M | 57.33% |
Andrew Kirchner ELEVATION WEALTH PARTNERS, LLC | 848 | $98,044.77 | $141,683.84 | $43,639.07 | 44.51% |
Gregory Bosch Strategies Wealth Advisors, LLC | 2,420 | $304,857 | $419,724.8 | $114,867.8 | 37.68% |
Joe-Ben O'Banion TITLEIST ASSET MANAGEMENT, LLC | 1,378 | $200,880.02 | $230,236.24 | $29,356.22 | 14.61% |
Courtney Holt Compound Planning, Inc. | 2,035 | $287,150 | $340,007.8 | $52,857.8 | 18.41% |
Katherine Stoner Empower Advisory Group, LLC | 1,638 | $189,108.39 | $281,326.5 | $92,218.11 | 48.76% |
Nemes Rush Group LLC Nemes Rush Group LLC | 30 | $3,759.95 | $5,203.2 | $1,443.25 | 38.38% |
Jane Bortnem Cherry Tree Wealth Management, LLC | 2,676 | $294,562.37 | $447,106.09 | $152,543.72 | 51.79% |
Rajiv Shah KINGSWOOD WEALTH ADVISORS, LLC | 5,120 | $702,824.68 | $855,449.61 | $152,624.93 | 21.72% |