| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Johnathan Kasting DDFG Inc. | 1,222 | $211,741.45 | $290,884.87 | $79,143.42 | 37.38% |
| WRP Werba Rubin Papier Wealth Management Werba Rubin Papier Wealth Management | 1,433 | $248,322.66 | $341,111.31 | $92,788.65 | 37.37% |
| PIL PFG Investments LLC PFG Investments LLC | 13,082 | $2.09M | $3.11M | $1.02M | 48.71% |
| JC Jared Calvert Buck Wealth Strategies LLC | 4,811 | $758,224.4 | $1.15M | $386,986.01 | 51.04% |
| JMD John Michael Dodds Dodds Wealth LLC | 3,851 | $513,673.42 | $965,022.09 | $451,348.67 | 87.87% |
Andy Warning Resolute Wealth Strategies LLC | 1,952 | $266,386.17 | $494,012.16 | $227,625.99 | 85.45% |
Andrew Kirchner ELEVATION WEALTH PARTNERS, LLC | 45 | $6,319.82 | $10,711.8 | $4,391.98 | 69.5% |
Brett Pohl Invera Wealth Advisors, LLC | 850 | $214,395.5 | $202,333.99 | -$12,061.51 | -5.63% |
Alexandra Stickelman Root Financial Partners, LLC | 4,170 | $545,198.98 | $992,626.77 | $447,427.79 | 82.07% |
Joe-Ben O'Banion TITLEIST ASSET MANAGEMENT, LLC | 2,556 | $546,372.17 | $608,430.22 | $62,058.05 | 11.36% |
| 3IP 3Chopt Investment Partners LLC 3Chopt Investment Partners, LLC | 1,810 | $254,196.24 | $430,852.39 | $176,656.15 | 69.5% |
Courtney Holt Compound Planning, Inc. | 133,646 | $19.2M | $31.81M | $12.62M | 65.73% |
Katherine Stoner Empower Advisory Group, LLC | 2,724 | $537,849.44 | $689,389.93 | $151,540.49 | 28.18% |
Scott Kapusta First County Bank /CT/ | 841 | $212,125 | $200,191.63 | -$11,933.37 | -5.63% |
Jane Bortnem Cherry Tree Wealth Management, LLC | 888 | $96,676.85 | $211,379.51 | $114,702.66 | 118.65% |
Rajiv Shah KINGSWOOD WEALTH ADVISORS, LLC | 45,985 | $7.66M | $10.95M | $3.29M | 42.98% |
Annmarie Young KPP Advisory Services LLC | 1,182 | $180,693.15 | $281,363.27 | $100,670.12 | 55.71% |
Certus Wealth Management LLC Certus Wealth Management, LLC | 4,883 | $719,532.21 | $1.16M | $442,817.08 | 61.54% |
Thomas Dobbins New Republic Capital, LLC | 764 | $105,528 | $191,909.16 | $86,381.16 | 81.86% |
John Hayes LongView Wealth Management | 12,509 | $1.53M | $2.98M | $1.44M | 94.25% |