| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Michael O'Connor Capasso Planning Partners LLC | 8,834 | $340,811.28 | $469,527.1 | $128,715.82 | 37.77% |
Michael Byun SageView Advisory Group LLC | 32,674 | $1.4M | $1.72M | $323,941.65 | 23.14% |
Christopher Warner WARNER FINANCIAL Inc. | 4,748 | $247,465.76 | $241,815.64 | -$5,650.12 | -2.28% |
Benjamin Cauley Carr Financial Group Corp. | 10,219 | $425,360.03 | $520,453.67 | $95,093.64 | 22.36% |
| AEI Amy Elizabeth Ipsen Ipsen Advisor Group LLC | 4,766 | $162,898.52 | $242,732.38 | $79,833.86 | 49.01% |
Sheila J. Lindsay Bensler LLC | 14,290 | $576,304.23 | $727,789.7 | $151,485.47 | 26.29% |
| DK Daniel Kauper Milestone Investment Advisors LLC | 1,431 | $58,203.8 | $76,229.37 | $18,025.57 | 30.97% |
| PIL PFG Investments LLC PFG Investments LLC | 22,610 | $1.01M | $1.15M | $137,098.36 | 13.51% |
Nicole Renaux Pioneer Wealth Management Group | 41,537 | $1.69M | $2.12M | $423,251.71 | 25.01% |
| AW Ariel Weisbard Values Added Financial LLC | 7,360 | $305,693.31 | $374,844.8 | $69,151.49 | 22.62% |
Andrew Kirchner ELEVATION WEALTH PARTNERS, LLC | 1,028 | $36,561.55 | $52,356.04 | $15,794.49 | 43.2% |
Bluestem Wealth Partners LLC BlueStem Wealth Partners, LLC | 6,447 | $288,451.25 | $338,467.5 | $50,016.25 | 17.34% |
Jorge Paganin Abacus Wealth Partners, LLC | 1.55M | $61.4M | $78.79M | $17.39M | 28.33% |
Denise Reinert CGC Financial Services, LLC | 7,739 | $305,269.65 | $394,147.27 | $88,877.62 | 29.11% |
Christopher C. Powers Farther Finance Advisors, LLC | 34,459 | $1.72M | $1.75M | $31,844.22 | 1.85% |
Equita Financial Network Inc. Equita Financial Network, Inc. | 30,159 | $1.26M | $1.54M | $275,736.25 | 21.88% |
Jeremy Intihar TIAA TRUST, NATIONAL ASSOCIATION | 32,377 | $1.42M | $1.71M | $286,311.86 | 20.14% |
James Rankin Modern Wealth Management, LLC | 32,766 | $1.33M | $1.75M | $410,557.84 | 30.76% |
Shotwell Rutter Baer Inc. Shotwell Rutter Baer Inc | 14,409 | $572,648.64 | $733,850.37 | $161,201.73 | 28.15% |
| MG Melissa Glennie Capital Management Associates, Inc | 8,338 | $372,298.76 | $424,654.34 | $52,355.58 | 14.06% |