| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Jill Batley Gateway Wealth Partners LLC | 9,474 | $1.35M | $1.65M | $300,933.59 | 22.26% |
Michaela Herlihy BEACON FINANCIAL PLANNING Inc. | 1,293 | $214,316.7 | $237,226.71 | $22,910.01 | 10.69% |
| DK Daniel Kauper Milestone Investment Advisors LLC | 214 | $24,981.36 | $39,609.26 | $14,627.9 | 58.56% |
| PIL PFG Investments LLC PFG Investments LLC | 3,048 | $459,366.78 | $531,693.12 | $72,326.34 | 15.74% |
Andrew Kirchner ELEVATION WEALTH PARTNERS, LLC | 1,136 | $126,908.13 | $198,163.84 | $71,255.71 | 56.15% |
Ted Fischer FISCHER INVESTMENT STRATEGIES, LLC | 28,402 | $4.71M | $4.95M | $248,215.39 | 5.27% |
Courtney Holt Compound Planning, Inc. | 9,693 | $1.12M | $1.69M | $572,729.56 | 51.22% |
Nemes Rush Group LLC Nemes Rush Group LLC | 76 | $11,089.97 | $14,066.84 | $2,976.87 | 26.84% |
Jane Bortnem Cherry Tree Wealth Management, LLC | 21 | $2,448 | $3,663.24 | $1,215.24 | 49.64% |
Rajiv Shah KINGSWOOD WEALTH ADVISORS, LLC | 17,691 | $2.79M | $3.09M | $297,457.12 | 10.67% |
Annmarie Young KPP Advisory Services LLC | 50,965 | $8.23M | $8.89M | $660,519.52 | 8.03% |
Andrew Agosta Prosperity Financial Group, Inc. | 4,530 | $476,196.7 | $790,213.2 | $314,016.5 | 65.94% |
Elliot Kallen Prosperity Wealth Management, Inc. | 1,280 | $200,526 | $223,283.2 | $22,757.2 | 11.35% |
Christopher C. Powers Farther Finance Advisors, LLC | 2,342 | $397,312.45 | $408,538.48 | $11,226.03 | 2.83% |
Marilou Davido WFA Asset Management Corp | 251 | $28,806.51 | $43,784.44 | $14,977.93 | 51.99% |
Kevin Bresler TD Waterhouse Canada Inc. | 15,458 | $1.4M | $2.7M | $1.3M | 93.13% |
| AK Alisha Kamadia United Community Bank | 463 | $81,789 | $85,404.98 | $3,615.98 | 4.42% |
Courtney Haddad Concurrent Investment Advisors, LLC | 4,428 | $565,531.02 | $772,420.32 | $206,889.3 | 36.58% |
James Rankin Modern Wealth Management, LLC | 196,588 | $32.57M | $36.39M | $3.82M | 11.72% |
KKM Financial LLC KKM Financial LLC | 3,727 | $350,091.58 | $689,830.42 | $339,738.84 | 97.04% |