| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Staci Compagno Portside Wealth Group, LLC | 1,174 | $226,022.18 | $250,801.62 | $24,779.44 | 10.96% |
Courtney Holt Compound Planning, Inc. | 7,207 | $1.34M | $1.54M | $200,405.24 | 14.91% |
Katherine Stoner Empower Advisory Group, LLC | 709,955 | $137.45M | $151.65M | $14.2M | 10.33% |
Nemes Rush Group LLC Nemes Rush Group LLC | 74 | $11,740.86 | $15,853.02 | $4,112.16 | 35.02% |
ELEVATUS WELATH MANAGEMENT ELEVATUS WELATH MANAGEMENT | 1,964 | $368,879.79 | $421,199.44 | $52,319.65 | 14.18% |
Scott Kapusta First County Bank /CT/ | 1,692 | $239,996.61 | $364,507.56 | $124,510.95 | 51.88% |
Megan J. Lottier Rockwood Wealth Management, LLC | 1,018 | $216,600 | $220,020.34 | $3,420.34 | 1.58% |
| PSF Prairie Sky Financial Group LLC Prairie Sky Financial Group LLC | 42,134 | $6.38M | $9.03M | $2.65M | 41.46% |
Jane Bortnem Cherry Tree Wealth Management, LLC | 37,481 | $6.31M | $8.06M | $1.75M | 27.66% |
Melissa Imbrogno BROWN WEALTH MANAGEMENT, LLC | 4,473 | $867,072.06 | $966,749.49 | $99,677.43 | 11.5% |
Rajiv Shah KINGSWOOD WEALTH ADVISORS, LLC | 13,449 | $2.45M | $2.88M | $435,664.21 | 17.81% |
Bradley H. Owens LJI Wealth Management, LLC | 3,909 | $733,237.87 | $842,154.96 | $108,917.09 | 14.85% |
Annmarie Young KPP Advisory Services LLC | 21,117 | $4.01M | $4.52M | $514,496.11 | 12.83% |
Lars Phillips RAM Investment Partners, LLC | 1,059 | $201,043.32 | $228,426.3 | $27,382.98 | 13.62% |
Andrew Stafford PREVAIL INNOVATIVE WEALTH ADVISORS, LLC | 134,059 | $28.52M | $28.88M | $356,597.37 | 1.25% |
John Hayes LongView Wealth Management | 3,113 | $507,046.19 | $668,796.92 | $161,750.73 | 31.9% |
Andrew Halac Talon Private Wealth, LLC | 10,145 | $1.82M | $2.18M | $361,353.34 | 19.87% |
Elliot Kallen Prosperity Wealth Management, Inc. | 10,589 | $1.9M | $2.27M | $375,742.95 | 19.83% |
John M Roach Waterway Wealth Management, LLC | 1,541 | $295,373.96 | $330,498.27 | $35,124.31 | 11.89% |
Christopher C. Powers Farther Finance Advisors, LLC | 180,397 | $33M | $38.26M | $5.26M | 15.95% |