| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Scott Boyce Decker Retirement Planning Inc. | 38 | $1,060.27 | $1,217.9 | $157.63 | 14.87% |
Brian Glas Noble Family Wealth, LLC | 988,541 | $21.52M | $31.97M | $10.45M | 48.55% |
Andrew Kirchner ELEVATION WEALTH PARTNERS, LLC | 39,160 | $915,748.34 | $1.27M | $355,972.66 | 38.87% |
Alexandra Stickelman Root Financial Partners, LLC | 31,440 | $870,089.83 | $1.01M | $138,505.37 | 15.92% |
Courtney Holt Compound Planning, Inc. | 178,805 | $4.45M | $5.77M | $1.33M | 29.84% |
Katherine Stoner Empower Advisory Group, LLC | 37.7M | $880.57M | $1.21B | $325.01M | 36.91% |
John Shanley Aspect Partners, LLC | 1,600 | $41,326.21 | $51,296 | $9,969.79 | 24.12% |
Jane Bortnem Cherry Tree Wealth Management, LLC | 2,721 | $69,749.83 | $88,405.29 | $18,655.46 | 26.75% |
| MRC Martin R. Curiel MYECFO, LLC | 34,931 | $845,235.45 | $1.13M | $281,813.26 | 33.34% |
Nancy Smetek Arcataur Capital Management LLC | 99,087 | $2.17M | $3.21M | $1.04M | 47.99% |
Rajiv Shah KINGSWOOD WEALTH ADVISORS, LLC | 5,692 | $205,636 | $183,709.3 | -$21,926.7 | -10.66% |
Carrie Miller Trellis Wealth Advisors LLC | 17,416 | $352,778.5 | $561,491.84 | $208,713.34 | 59.16% |
Bradley Harsch Strategic Advocates LLC | 10 | $279.06 | $321.8 | $42.74 | 15.32% |
Timothy Monaco Dechtman Wealth Management, LLC | 22,582 | $495,303.47 | $728,495.32 | $233,191.85 | 47.08% |
Christopher C. Powers Farther Finance Advisors, LLC | 307,073 | $9.08M | $9.82M | $744,534.39 | 8.2% |
ANDREW J. BARFOOT Madison Park Capital Advisors, LLC | 65,085 | $1.54M | $2.1M | $555,973.47 | 36.02% |
Schoolcraft Capital LLC Schoolcraft Capital LLC | 5,552 | $200,598 | $179,135.28 | -$21,462.72 | -10.7% |
Patrick J. DiNuzzo DiNuzzo Private Wealth, Inc. | 137 | $3,742 | $4,382.63 | $640.63 | 17.12% |
| SPS Sean P. Skuja QRG CAPITAL MANAGEMENT, INC. | 11,188 | $304,166 | $361,092.7 | $56,926.7 | 18.72% |
RICHARD I. ZIVI, JR NBZ Investment Advisors LLC | 3,368 | $87,096.39 | $108,786.06 | $21,689.67 | 24.9% |