| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
David Gutierrez Gutierrez Wealth Advisory LLC | 1,173 | $339,097.78 | $451,112.34 | $112,014.56 | 33.03% |
Kevin Kroskey True Wealth Design LLC | 246 | $41,960.33 | $94,712.46 | $52,752.13 | 125.72% |
Vincent Incerto LaSalle St. Investment Advisors LLC | 2,118 | $673,672.26 | $807,826.38 | $134,154.12 | 19.91% |
Todd A. Sixt Strait & Sound Wealth Management LLC | 5,252 | $1.47M | $2.02M | $551,670.72 | 37.62% |
Beth Zilka Baron Wealth Management LLC | 1,920 | $327,479.73 | $734,208 | $406,728.27 | 124.2% |
| WRP Werba Rubin Papier Wealth Management Werba Rubin Papier Wealth Management | 999 | $365,421 | $382,017.6 | $16,596.6 | 4.54% |
| PIL PFG Investments LLC PFG Investments LLC | 1,412 | $448,785.53 | $543,591.76 | $94,806.23 | 21.13% |
Jacob Going Alpine Bank Wealth Management | 20 | $7,317 | $7,603.6 | $286.6 | 3.92% |
Joe-Ben O'Banion TITLEIST ASSET MANAGEMENT, LLC | 21,396 | $7.37M | $8.16M | $793,121.7 | 10.76% |
Jorge Paganin Abacus Wealth Partners, LLC | 1,472 | $309,682.15 | $562,936.96 | $253,254.81 | 81.78% |
Courtney Holt Compound Planning, Inc. | 1,963 | $627,136.04 | $754,557.57 | $127,421.53 | 20.32% |
Nemes Rush Group LLC Nemes Rush Group LLC | 60 | $20,578 | $23,046.6 | $2,468.6 | 12% |
Jane Bortnem Cherry Tree Wealth Management, LLC | 1,084 | $224,453.17 | $417,350.85 | $192,897.68 | 85.94% |
Rajiv Shah KINGSWOOD WEALTH ADVISORS, LLC | 2,509 | $812,832.33 | $965,111.94 | $152,279.61 | 18.73% |
Annmarie Young KPP Advisory Services LLC | 886 | $266,805.24 | $338,629.2 | $71,823.96 | 26.92% |
Certus Wealth Management LLC Certus Wealth Management, LLC | 20,350 | $5.95M | $7.82M | $1.88M | 31.57% |
Thomas Dobbins New Republic Capital, LLC | 4 | $1,371.92 | $1,528.8 | $156.88 | 11.44% |
John Hayes LongView Wealth Management | 1,498 | $521,968.93 | $574,333.2 | $52,364.27 | 10.03% |
Elliot Kallen Prosperity Wealth Management, Inc. | 2,388 | $644,946.5 | $913,159.26 | $268,212.76 | 41.59% |
John M Roach Waterway Wealth Management, LLC | 1,336 | $424,941.52 | $514,012.64 | $89,071.12 | 20.96% |