| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| PIL PFG Investments LLC PFG Investments LLC | 60,638 | $2.92M | $3.45M | $533,849.32 | 18.29% |
| PVI Pine Valley Investments Ltd. Liability Co. Pine Valley Investments Ltd. Liability Co. | 9,424 | $451,135.34 | $536,508.32 | $85,372.98 | 18.92% |
| CWL Channel Wealth LLC Channel Wealth LLC | 24,404 | $1.12M | $1.39M | $272,122.38 | 24.36% |
| SB Scott Boyce Decker Retirement Planning Inc. | 302 | $16,960 | $17,192.86 | $232.86 | 1.37% |
Jenna Laws Evexia Wealth LLC | 6,176 | $315,226.03 | $351,599.68 | $36,373.65 | 11.54% |
Alexandra Stickelman Root Financial Partners, LLC | 8 | $412.28 | $455.44 | $43.16 | 10.47% |
Benjamin J. Jones National Wealth Management Group, LLC | 9,432 | $463,016.88 | $536,963.76 | $73,946.88 | 15.97% |
Eugene Donato KENNEDY INVESTMENT GROUP | 5,774 | $275,680.09 | $328,713.82 | $53,033.73 | 19.24% |
Courtney Holt Compound Planning, Inc. | 28,654 | $1.48M | $1.63M | $149,453.62 | 10.09% |
Nemes Rush Group LLC Nemes Rush Group LLC | 586 | $29,925.81 | $33,360.98 | $3,435.17 | 11.48% |
Megan J. Lottier Rockwood Wealth Management, LLC | 8,836 | $468,664.8 | $503,033.48 | $34,368.68 | 7.33% |
John Shanley Aspect Partners, LLC | 33,617 | $1.66M | $1.91M | $253,859.67 | 15.29% |
Jane Bortnem Cherry Tree Wealth Management, LLC | 4,086 | $196,617.37 | $232,615.98 | $35,998.61 | 18.31% |
Melissa Imbrogno BROWN WEALTH MANAGEMENT, LLC | 124,530 | $6.32M | $7.09M | $768,007.98 | 12.15% |
Rajiv Shah KINGSWOOD WEALTH ADVISORS, LLC | 50,110 | $2.51M | $2.85M | $345,428.4 | 13.78% |
Annmarie Young KPP Advisory Services LLC | 53,602 | $2.72M | $3.05M | $333,672.45 | 12.28% |
John Hayes LongView Wealth Management | 7,836 | $371,514.01 | $446,103.48 | $74,589.47 | 20.08% |
Elliot Kallen Prosperity Wealth Management, Inc. | 6,206 | $277,466.62 | $353,307.58 | $75,840.96 | 27.33% |
Christopher C. Powers Farther Finance Advisors, LLC | 69,278 | $3.3M | $3.94M | $639,723.32 | 19.36% |
ANDREW J. BARFOOT Madison Park Capital Advisors, LLC | 25,234 | $1.22M | $1.44M | $219,766.43 | 18.06% |