| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Jeffrey Steele Silverlake Wealth Management LLC | 13,649 | $1.1M | $1.31M | $206,409.25 | 18.74% |
Brett Pohl Invera Wealth Advisors, LLC | 10,518 | $776,040.27 | $1.01M | $230,848.92 | 29.75% |
Alexandra Stickelman Root Financial Partners, LLC | 41 | $3,491 | $3,921.03 | $430.03 | 12.32% |
Joe-Ben O'Banion TITLEIST ASSET MANAGEMENT, LLC | 32,096 | $2.57M | $3.07M | $494,521.11 | 19.2% |
Staci Compagno Portside Wealth Group, LLC | 9,918 | $741,274.4 | $942,904.26 | $201,629.86 | 27.2% |
Jane Bortnem Cherry Tree Wealth Management, LLC | 209 | $14,376 | $19,972.04 | $5,596.04 | 38.93% |
Michael Ryan Michael S. Ryan, Inc. | 125,387 | $8.88M | $11.99M | $3.11M | 35.04% |
Rajiv Shah KINGSWOOD WEALTH ADVISORS, LLC | 27,148 | $2.17M | $2.59M | $427,906.5 | 19.75% |
Annmarie Young KPP Advisory Services LLC | 9,679 | $752,552.55 | $924,925.24 | $172,372.69 | 22.91% |
Keith Henderson CULTIVAR CAPITAL, INC. | 9,610 | $847,883.37 | $919,052.35 | $71,168.98 | 8.39% |
John Hayes LongView Wealth Management | 4,318 | $314,079.41 | $411,116.78 | $97,037.37 | 30.9% |
Norden Group LLC NORDEN GROUP LLC | 5,655 | $451,193.95 | $540,391.8 | $89,197.85 | 19.77% |
Christopher C. Powers Farther Finance Advisors, LLC | 14,795 | $982,522.67 | $1.41M | $426,109.28 | 43.37% |
Ryan Payne Payne Capital Management, LLC | 22,035 | $1.78M | $2.11M | $327,574.71 | 18.42% |
| SPS Sean P. Skuja QRG CAPITAL MANAGEMENT, INC. | 5,739 | $478,759.06 | $545,606.73 | $66,847.67 | 13.96% |
Jeremy Intihar TIAA TRUST, NATIONAL ASSOCIATION | 23,033 | $1.85M | $2.2M | $355,053.69 | 19.22% |
Courtney Haddad Concurrent Investment Advisors, LLC | 5,794 | $483,318.78 | $554,514.77 | $71,195.99 | 14.73% |
David W. Lewis Lewis Asset Management, LLC | 11,702 | $858,683.32 | $1.12M | $261,256.59 | 30.43% |
Steven D Urban Urban Financial Advisory Corp | 2,855 | $217,497.11 | $273,237.77 | $55,740.66 | 25.63% |
Phillip G. Trueblood Trueblood Wealth Management, LLC | 5,202 | $391,760.94 | $497,857.41 | $106,096.47 | 27.08% |