| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Alexandra Stickelman Root Financial Partners, LLC | 3,847 | $337,692.22 | $397,645.15 | $59,952.93 | 17.75% |
Staci Compagno Portside Wealth Group, LLC | 11,014 | $911,112.2 | $1.14M | $224,486.27 | 24.64% |
Courtney Holt Compound Planning, Inc. | 4,315 | $374,902.35 | $449,213.07 | $74,310.72 | 19.82% |
Jane Bortnem Cherry Tree Wealth Management, LLC | 117 | $8,384 | $12,262.77 | $3,878.77 | 46.26% |
Michael Ryan Michael S. Ryan, Inc. | 84,748 | $7.31M | $8.8M | $1.49M | 20.4% |
Rajiv Shah KINGSWOOD WEALTH ADVISORS, LLC | 38,983 | $3.44M | $4.06M | $617,237.17 | 17.95% |
Annmarie Young KPP Advisory Services LLC | 8,752 | $770,379.69 | $904,956.8 | $134,577.11 | 17.47% |
| SMR Stephen M Reiches Rappaport Reiches Capital Management, LLC | 4,910 | $430,772 | $514,617.1 | $83,845.1 | 19.46% |
Norden Group LLC NORDEN GROUP LLC | 6,365 | $570,647.36 | $656,167.85 | $85,520.49 | 14.99% |
Christopher C. Powers Farther Finance Advisors, LLC | 103,167 | $10.43M | $10.81M | $379,769.35 | 3.64% |
Ryan Payne Payne Capital Management, LLC | 12,762 | $1.11M | $1.33M | $214,607.5 | 19.28% |
Jeremy Intihar TIAA TRUST, NATIONAL ASSOCIATION | 1,794 | $150,803.7 | $185,696.94 | $34,893.24 | 23.14% |
Courtney Haddad Concurrent Investment Advisors, LLC | 4,897 | $468,584.36 | $504,831.71 | $36,247.35 | 7.74% |
James Rankin Modern Wealth Management, LLC | 4,736 | $530,882 | $493,443.84 | -$37,438.16 | -7.05% |
Amir Har-El Savvy Advisors, Inc. | 9,604 | $1.08M | $999,440.26 | -$77,114.74 | -7.16% |
David W. Lewis Lewis Asset Management, LLC | 10,739 | $812,629.89 | $1.11M | $300,735.93 | 37.01% |
Steven D Urban Urban Financial Advisory Corp | 1,718 | $156,921.61 | $178,388.53 | $21,466.92 | 13.68% |
Jon Deven Mouton CAP Partners, LLC | 3,519 | $266,326.1 | $367,242.84 | $100,916.74 | 37.89% |
Benjamin Carter Turtle Creek Wealth Advisors, LLC | 762 | $73,122 | $79,865.22 | $6,743.22 | 9.22% |
Andrew Schiff TRITONPOINT WEALTH, LLC | 5,355 | $450,141.13 | $555,045.75 | $104,904.62 | 23.3% |