| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
John Canning Mi LLCreek Capital Advisors LLC | 69,013 | $3.38M | $5.44M | $2.06M | 60.85% |
| ST Steven Trigili Garden State Investment Advisory Services LLC | 4,452 | $254,684.47 | $351,218.28 | $96,533.81 | 37.9% |
Andrew T. Gardener Tanglewood Legacy Advisors LLC | 517 | $24,330 | $40,786.13 | $16,456.13 | 67.64% |
Jason R. Parker Parker Financial LLC | 5,917 | $278,453.22 | $466,792.13 | $188,338.91 | 67.64% |
Kevin Kroskey True Wealth Design LLC | 4,850 | $228,240.66 | $379,803.5 | $151,562.84 | 66.4% |
Ann Reilley Alpha Financial Advisors LLC | 3,405 | $211,584 | $268,382.1 | $56,798.1 | 26.84% |
| JMD John Michael Dodds Dodds Wealth LLC | 5,239 | $341,945.99 | $412,937.98 | $70,991.99 | 20.76% |
Megan J. Lottier Rockwood Wealth Management, LLC | 6,049 | $293,366.17 | $475,995.81 | $182,629.64 | 62.25% |
Rajiv Shah KINGSWOOD WEALTH ADVISORS, LLC | 3,536 | $246,464 | $278,619.12 | $32,155.12 | 13.05% |
Christopher C. Powers Farther Finance Advisors, LLC | 49,943 | $3.3M | $3.93M | $628,898.82 | 19.04% |
RICHARD I. ZIVI, JR NBZ Investment Advisors LLC | 335 | $19,053 | $26,387.95 | $7,334.95 | 38.5% |
Courtney Haddad Concurrent Investment Advisors, LLC | 6,321 | $420,464 | $498,284.43 | $77,820.43 | 18.51% |
Benj Foor Frazier Financial Advisors, LLC | 694 | $35,548.12 | $54,708.02 | $19,159.9 | 53.9% |
Alan Rosenfield HARMONY ASSET MANAGEMENT LLC | 8,418 | $443,107.33 | $663,590.94 | $220,483.61 | 49.76% |
Donald Hatcher Solutions 4 Wealth, Ltd | 18,990 | $1.24M | $1.5M | $257,888.63 | 20.81% |
Cody Gehman Stonebridge Financial Group, LLC | 101,373 | $5.77M | $7.99M | $2.23M | 38.62% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 516 | $26,829.25 | $40,624.68 | $13,795.43 | 51.42% |
Adam Colby Wealth Group Ltd | 3,300 | $205,062 | $258,241.5 | $53,179.5 | 25.93% |
Lindsey Cooksen Cooksen Wealth, LLC | 51,511 | $2.61M | $4.05M | $1.44M | 55.09% |
Bryan Gort Quest 10 Wealth Builders, Inc. | 58 | $3,299 | $4,562.86 | $1,263.86 | 38.31% |