| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| IL Ian Laterreur Ergawealth Advisors Inc. | 1,099 | $264,131.02 | $331,996.91 | $67,865.89 | 25.69% |
| PIL PFG Investments LLC PFG Investments LLC | 4,009 | $1.02M | $1.21M | $188,738.84 | 18.46% |
| SB Scott Boyce Decker Retirement Planning Inc. | 115 | $39,425 | $34,740.35 | -$4,684.65 | -11.88% |
Andrew Kirchner ELEVATION WEALTH PARTNERS, LLC | 2 | $504 | $604.18 | $100.18 | 19.88% |
Gregory Bosch Strategies Wealth Advisors, LLC | 875 | $210,460.6 | $264,328.75 | $53,868.15 | 25.6% |
Legacy Capital Group California Inc. Legacy Capital Group California, Inc. | 1,287 | $314,379.84 | $388,789.82 | $74,409.98 | 23.67% |
Alexandra Stickelman Root Financial Partners, LLC | 1,006 | $257,933.65 | $303,902.54 | $45,968.89 | 17.82% |
Staci Compagno Portside Wealth Group, LLC | 648 | $156,374.23 | $195,754.32 | $39,380.09 | 25.18% |
Courtney Holt Compound Planning, Inc. | 2,809 | $681,044.89 | $848,570.8 | $167,525.91 | 24.6% |
Katherine Stoner Empower Advisory Group, LLC | 1,805 | $439,057.27 | $545,272.44 | $106,215.17 | 24.19% |
| SML Sweeney & Michel LLC SWEENEY & MICHEL, LLC | 10,588 | $2.01M | $3.2M | $1.19M | 59.41% |
Nemes Rush Group LLC Nemes Rush Group LLC | 217 | $54,352 | $65,553.53 | $11,201.53 | 20.61% |
John Shanley Aspect Partners, LLC | 4,402 | $691,444.81 | $1.33M | $638,355.35 | 92.32% |
Jane Bortnem Cherry Tree Wealth Management, LLC | 1,199 | $185,963.39 | $362,205.91 | $176,242.52 | 94.77% |
Rajiv Shah KINGSWOOD WEALTH ADVISORS, LLC | 26,209 | $5.78M | $7.92M | $2.14M | 37.01% |
Certus Wealth Management LLC Certus Wealth Management, LLC | 816 | $209,263 | $246,505.44 | $37,242.44 | 17.8% |
Thomas Dobbins New Republic Capital, LLC | 533 | $118,440.87 | $161,013.97 | $42,573.1 | 35.94% |
John Hayes LongView Wealth Management | 3,062 | $597,739.48 | $924,999.57 | $327,260.09 | 54.75% |
| SMR Stephen M Reiches Rappaport Reiches Capital Management, LLC | 1,179 | $220,886 | $356,164.11 | $135,278.11 | 61.24% |
Elliot Kallen Prosperity Wealth Management, Inc. | 861 | $167,858.85 | $260,099.49 | $92,240.64 | 54.95% |