| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Jenna Laws Evexia Wealth LLC | 6,044 | $308,558.44 | $343,692.06 | $35,133.62 | 11.39% |
Benjamin J. Jones National Wealth Management Group, LLC | 9,432 | $463,016.88 | $538,708.68 | $75,691.8 | 16.35% |
Eugene Donato KENNEDY INVESTMENT GROUP | 5,556 | $265,303.29 | $318,581.04 | $53,277.75 | 20.08% |
Courtney Holt Compound Planning, Inc. | 28,652 | $1.48M | $1.63M | $146,140.91 | 9.86% |
Nemes Rush Group LLC Nemes Rush Group LLC | 587 | $29,981.97 | $33,403.23 | $3,421.26 | 11.41% |
Megan J. Lottier Rockwood Wealth Management, LLC | 8,836 | $468,664.8 | $507,274.76 | $38,609.96 | 8.24% |
John Shanley Aspect Partners, LLC | 33,617 | $1.66M | $1.91M | $255,036.26 | 15.36% |
Jane Bortnem Cherry Tree Wealth Management, LLC | 3,633 | $175,262.95 | $206,572.38 | $31,309.43 | 17.86% |
Melissa Imbrogno BROWN WEALTH MANAGEMENT, LLC | 129,532 | $6.6M | $7.44M | $835,978.48 | 12.66% |
Rajiv Shah KINGSWOOD WEALTH ADVISORS, LLC | 50,100 | $2.51M | $2.85M | $340,575.61 | 13.59% |
| SCL Sykon Capital LLC SYKON CAPITAL LLC | 9,894 | $555,671 | $562,226.55 | $6,555.55 | 1.18% |
Annmarie Young KPP Advisory Services LLC | 52,076 | $2.64M | $2.97M | $326,516.52 | 12.37% |
John Hayes LongView Wealth Management | 7,836 | $371,514.01 | $447,553.14 | $76,039.13 | 20.47% |
Elliot Kallen Prosperity Wealth Management, Inc. | 6,206 | $277,466.62 | $353,773.03 | $76,306.41 | 27.5% |
Christopher C. Powers Farther Finance Advisors, LLC | 86,257 | $4.3M | $4.84M | $540,522.34 | 12.56% |
ANDREW J. BARFOOT Madison Park Capital Advisors, LLC | 25,234 | $1.22M | $1.43M | $216,864.52 | 17.82% |
James Eric Maxwell Maxwell Wealth Strategies Inc. | 10,056 | $478,665.6 | $571,432.2 | $92,766.6 | 19.38% |
Patrick J. DiNuzzo DiNuzzo Private Wealth, Inc. | 456 | $21,706.06 | $26,060.4 | $4,354.34 | 20.06% |
Kevin Orr Centennial Bank/AR/ | 8,100 | $382,193.8 | $461,700 | $79,506.2 | 20.8% |
| SPS Sean P. Skuja QRG CAPITAL MANAGEMENT, INC. | 7,641 | $407,315.7 | $434,123.41 | $26,807.71 | 6.58% |