| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Brett Pohl Invera Wealth Advisors, LLC | 2,645 | $230,949.2 | $250,058.3 | $19,109.1 | 8.27% |
Bluestem Wealth Partners LLC BlueStem Wealth Partners, LLC | 3,548 | $307,540.08 | $343,907.64 | $36,367.56 | 11.83% |
Benjamin J. Jones National Wealth Management Group, LLC | 2,501 | $212,087.32 | $236,444.54 | $24,357.22 | 11.48% |
| 3IP 3Chopt Investment Partners LLC 3Chopt Investment Partners, LLC | 136 | $11,783 | $12,857.44 | $1,074.44 | 9.12% |
Staci Compagno Portside Wealth Group, LLC | 5,482 | $474,954.06 | $518,268.28 | $43,314.22 | 9.12% |
Katherine Stoner Empower Advisory Group, LLC | 2,551 | $212,331.7 | $249,411.27 | $37,079.57 | 17.46% |
Nemes Rush Group LLC Nemes Rush Group LLC | 12,365 | $1.03M | $1.21M | $179,731.21 | 17.42% |
Shawn Scholz Impact Partnership Wealth, LLC | 3,991 | $343,023.54 | $377,309.14 | $34,285.6 | 10% |
John Shanley Aspect Partners, LLC | 3,957 | $281,256.67 | $374,094.78 | $92,838.11 | 33.01% |
Jane Bortnem Cherry Tree Wealth Management, LLC | 8,233 | $516,906.27 | $778,347.82 | $261,441.55 | 50.58% |
Rajiv Shah KINGSWOOD WEALTH ADVISORS, LLC | 12,776 | $1.1M | $1.21M | $112,400.17 | 10.26% |
| SCL Sykon Capital LLC SYKON CAPITAL LLC | 132,289 | $12.63M | $12.93M | $308,251.53 | 2.44% |
Bradley H. Owens LJI Wealth Management, LLC | 8,439 | $696,718.36 | $797,823.06 | $101,104.7 | 14.51% |
Certus Wealth Management LLC Certus Wealth Management, LLC | 17,114 | $1.24M | $1.62M | $373,782.78 | 30.04% |
Lars Phillips RAM Investment Partners, LLC | 3,955 | $267,199.66 | $373,905.7 | $106,706.04 | 39.93% |
Andrew Halac Talon Private Wealth, LLC | 3,221 | $230,715.19 | $304,513.34 | $73,798.15 | 31.99% |
Andrew Parsons Corrigan Financial, Inc. | 299,352 | $15.86M | $28.3M | $12.44M | 78.44% |
Christopher C. Powers Farther Finance Advisors, LLC | 92,962 | $7.75M | $8.79M | $1.04M | 13.43% |
ANDREW J. BARFOOT Madison Park Capital Advisors, LLC | 7,195 | $488,731.67 | $680,215.3 | $191,483.63 | 39.18% |
Matthew Wright Disciplina Capital Management LLC | 43,620 | $3.6M | $4.25M | $643,831.2 | 17.87% |