| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| RJW Ryan J. Warner C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors | 26,433 | $350,239.28 | $450,814.81 | $100,575.53 | 28.72% |
| RH Robert Hackenberg Northeast Financial Group Inc. | 512,673 | $6.85M | $8.74M | $1.89M | 27.56% |
Jill Batley Gateway Wealth Partners LLC | 13,367 | $231,519 | $227,974.18 | -$3,544.82 | -1.53% |
| VI Vincent Incerto LaSalle St. Investment Advisors LLC | 30,139 | $414,670.02 | $514,020.64 | $99,350.62 | 23.96% |
| PIL PFG Investments LLC PFG Investments LLC | 15,882 | $212,181.39 | $270,391.05 | $58,209.66 | 27.43% |
| MN Mark Neitzel M1 Capital Management LLC | 12,548 | $171,894.79 | $213,755.18 | $41,860.39 | 24.35% |
Alexandra Stickelman Root Financial Partners, LLC | 10,771 | $175,183.66 | $183,376.27 | $8,192.61 | 4.68% |
Staci Compagno Portside Wealth Group, LLC | 79,682 | $1.38M | $1.38M | -$4,382.27 | -0.32% |
Courtney Holt Compound Planning, Inc. | 21,820 | $330,177.64 | $371,485.5 | $41,307.86 | 12.51% |
Katherine Stoner Empower Advisory Group, LLC | 34.5M | $490.19M | $587.39M | $97.2M | 19.83% |
Shawn Scholz Impact Partnership Wealth, LLC | 464,202 | $6.33M | $7.9M | $1.57M | 24.77% |
John Shanley Aspect Partners, LLC | 691,959 | $10.17M | $11.88M | $1.71M | 16.83% |
Thomas Dobbins New Republic Capital, LLC | 58,681 | $799,832.75 | $999,337.43 | $199,504.68 | 24.94% |
Norden Group LLC NORDEN GROUP LLC | 11,363 | $196,806 | $193,511.89 | -$3,294.11 | -1.67% |
Christopher C. Powers Farther Finance Advisors, LLC | 154,692 | $2.35M | $2.67M | $320,165.65 | 13.63% |
Dina Fliss Global View Capital Management LLC | 38,767 | $509,010.31 | $660,202.01 | $151,191.7 | 29.7% |
| DD Donna DiMaria OLYMPUS WEALTH MANAGEMENT, LLC | 277,415 | $3.61M | $4.72M | $1.12M | 30.93% |
| AK Alisha Kamadia United Community Bank | 1,848 | $24,818.46 | $31,397.52 | $6,579.06 | 26.51% |
Courtney Haddad Concurrent Investment Advisors, LLC | 104,846 | $1.82M | $1.78M | -$34,599.46 | -1.91% |
James Rankin Modern Wealth Management, LLC | 22,003 | $376,252 | $373,830.97 | -$2,421.03 | -0.64% |