| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Katherine Stoner Empower Advisory Group, LLC | 4,339 | $487,510.37 | $827,968.02 | $340,457.65 | 69.84% |
| SML Sweeney & Michel LLC SWEENEY & MICHEL, LLC | 3,107 | $308,955.48 | $592,877.77 | $283,922.29 | 91.9% |
Nemes Rush Group LLC Nemes Rush Group LLC | 3,752 | $660,691.85 | $715,956.68 | $55,264.83 | 8.36% |
ELEVATUS WELATH MANAGEMENT ELEVATUS WELATH MANAGEMENT | 2,665 | $344,519.12 | $508,535.33 | $164,016.21 | 47.61% |
Scott Kapusta First County Bank /CT/ | 14,318 | $1.44M | $2.73M | $1.29M | 89.89% |
Shawn Scholz Impact Partnership Wealth, LLC | 4,387 | $751,372.85 | $837,127.38 | $85,754.53 | 11.41% |
Chad Tobin Slagle Financial, LLC | 30,882 | $3.87M | $5.89M | $2.02M | 52.1% |
| PSF Prairie Sky Financial Group LLC Prairie Sky Financial Group LLC | 1,419 | $225,296 | $270,773.59 | $45,477.59 | 20.19% |
John Shanley Aspect Partners, LLC | 235 | $22,197.05 | $44,842.7 | $22,645.65 | 102.02% |
Jane Bortnem Cherry Tree Wealth Management, LLC | 51 | $6,873.05 | $9,731.82 | $2,858.77 | 41.59% |
Hovig Melkonian LAZARI CAPITAL MANAGEMENT, INC. | 2,458 | $256,387.2 | $469,035.58 | $212,648.38 | 82.94% |
Rajiv Shah KINGSWOOD WEALTH ADVISORS, LLC | 12,826 | $2.06M | $2.45M | $386,911.72 | 18.78% |
Bradley H. Owens LJI Wealth Management, LLC | 2,014 | $218,762.67 | $384,311.5 | $165,548.83 | 75.68% |
Invenio Wealth Partners LLC INVENIO WEALTH PARTNERS LLC | 2,239 | $390,529.59 | $427,246 | $36,716.41 | 9.4% |
Annmarie Young KPP Advisory Services LLC | 3,558 | $588,281.36 | $678,937.6 | $90,656.24 | 15.41% |
Kent D. Aloia HOGE FINANCIAL SERVICES, LLC | 1,205 | $218,034 | $229,938.11 | $11,904.11 | 5.46% |
Alisha Arvold Christopher J. Hasenberg, Inc | 114 | $11,552 | $21,753.48 | $10,201.48 | 88.31% |
Andrew Stafford PREVAIL INNOVATIVE WEALTH ADVISORS, LLC | 1,124 | $203,343 | $214,481.69 | $11,138.69 | 5.48% |
Thomas Dobbins New Republic Capital, LLC | 3,058 | $495,002.26 | $583,527.59 | $88,525.33 | 17.88% |
Dan Stevenson MIDLAND WEALTH ADVISORS LLC | 1,639 | $166,912.08 | $312,754 | $145,841.92 | 87.38% |