| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Andy Peters Goldstein Advisors LLC | 3,060 | $266,931.5 | $331,214.4 | $64,282.9 | 24.08% |
| TAB Thomas A. Burke Syntegra Private Wealth Group LLC | 44,416 | $2.91M | $4.82M | $1.9M | 65.4% |
Darren Tapley New England Capital Financial Advisors LLC | 18,079 | $1.46M | $1.96M | $496,004.12 | 33.95% |
| SH Scott Highmark Mosaic Family Wealth Partners LLC | 26,476 | $2.29M | $2.87M | $574,431.35 | 25.06% |
| JM Jarrod Musick Destiny Capital Corp./ Co. | 17,996 | $1.19M | $1.95M | $762,122.38 | 64.23% |
Andrew T. Gardener Tanglewood Legacy Advisors LLC | 39 | $3,389 | $4,223.11 | $834.11 | 24.61% |
Alexandra Stickelman Root Financial Partners, LLC | 3,845 | $337,468.04 | $414,356.42 | $76,888.38 | 22.78% |
Staci Compagno Portside Wealth Group, LLC | 9,559 | $748,021.02 | $1.03M | $278,042.04 | 37.17% |
Courtney Holt Compound Planning, Inc. | 4,353 | $378,203.92 | $469,101.04 | $90,897.12 | 24.03% |
Jane Bortnem Cherry Tree Wealth Management, LLC | 117 | $8,384 | $12,593.29 | $4,209.29 | 50.21% |
Michael Ryan Michael S. Ryan, Inc. | 83,077 | $7.13M | $8.95M | $1.82M | 25.49% |
Rajiv Shah KINGSWOOD WEALTH ADVISORS, LLC | 36,584 | $3.17M | $3.94M | $768,944.43 | 24.26% |
Annmarie Young KPP Advisory Services LLC | 8,910 | $784,170.99 | $959,027.85 | $174,856.86 | 22.3% |
| SMR Stephen M Reiches Rappaport Reiches Capital Management, LLC | 4,910 | $430,772 | $528,487.85 | $97,715.85 | 22.68% |
Norden Group LLC NORDEN GROUP LLC | 5,484 | $471,895.77 | $590,270.34 | $118,374.57 | 25.08% |
Christopher C. Powers Farther Finance Advisors, LLC | 37,068 | $3.47M | $3.98M | $504,749.98 | 14.53% |
Ryan Payne Payne Capital Management, LLC | 12,896 | $1.12M | $1.39M | $263,202.42 | 23.4% |
Jeremy Intihar TIAA TRUST, NATIONAL ASSOCIATION | 2,148 | $180,560.95 | $231,414.78 | $50,853.83 | 28.16% |
Courtney Haddad Concurrent Investment Advisors, LLC | 3,920 | $359,062.8 | $423,164 | $64,101.2 | 17.85% |
David W. Lewis Lewis Asset Management, LLC | 10,779 | $815,656.72 | $1.16M | $347,936.33 | 42.66% |