| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Staci Compagno Portside Wealth Group, LLC | 5,496 | $476,167 | $511,597.36 | $35,430.36 | 7.44% |
Courtney Holt Compound Planning, Inc. | 2,837 | $245,759 | $266,365.93 | $20,606.93 | 8.39% |
Katherine Stoner Empower Advisory Group, LLC | 2,424 | $200,210.84 | $227,589.36 | $27,378.52 | 13.67% |
Nemes Rush Group LLC Nemes Rush Group LLC | 12,328 | $1.03M | $1.16M | $128,968.28 | 12.54% |
Shawn Scholz Impact Partnership Wealth, LLC | 3,647 | $310,192.18 | $342,416.83 | $32,224.65 | 10.39% |
John Shanley Aspect Partners, LLC | 7,768 | $528,704.81 | $737,338.56 | $208,633.75 | 39.46% |
Jane Bortnem Cherry Tree Wealth Management, LLC | 8,233 | $516,906.27 | $772,420.06 | $255,513.79 | 49.43% |
Rajiv Shah KINGSWOOD WEALTH ADVISORS, LLC | 11,682 | $991,340.67 | $1.1M | $104,664.57 | 10.56% |
Bradley H. Owens LJI Wealth Management, LLC | 11,377 | $894,944.89 | $1.07M | $172,445.25 | 19.27% |
Certus Wealth Management LLC Certus Wealth Management, LLC | 17,114 | $1.24M | $1.61M | $362,658.68 | 29.15% |
Lars Phillips RAM Investment Partners, LLC | 3,955 | $267,199.66 | $371,058.1 | $103,858.44 | 38.87% |
Andrew Halac Talon Private Wealth, LLC | 3,221 | $230,715.19 | $302,194.22 | $71,479.03 | 30.98% |
Andrew Parsons Corrigan Financial, Inc. | 299,352 | $15.86M | $28.09M | $12.23M | 77.08% |
Christopher C. Powers Farther Finance Advisors, LLC | 103,071 | $8.4M | $9.6M | $1.19M | 14.19% |
ANDREW J. BARFOOT Madison Park Capital Advisors, LLC | 7,195 | $488,731.67 | $675,034.9 | $186,303.23 | 38.12% |
Matthew Wright Disciplina Capital Management LLC | 44,760 | $3.7M | $4.2M | $503,102.4 | 13.61% |
Jon Greer GSG Advisors LLC | 20,305 | $1.49M | $1.91M | $410,439.32 | 27.46% |
Jae Cho Marex Group plc | 5,370 | $443,681.84 | $503,893.95 | $60,212.11 | 13.57% |
Christopher Barr Red Mountain Financial, LLC | 2,976 | $245,759.91 | $279,208.32 | $33,448.41 | 13.61% |
NICOLE MARTIN Arlington Trust Co LLC | 18,664 | $1.22M | $1.75M | $534,210.08 | 43.89% |