| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Courtney Holt Compound Planning, Inc. | 10,204 | $274,901.61 | $368,109.3 | $93,207.69 | 33.91% |
Katherine Stoner Empower Advisory Group, LLC | 42,938 | $1.26M | $1.53M | $276,334.45 | 22.02% |
Jane Bortnem Cherry Tree Wealth Management, LLC | 16,864 | $426,382.58 | $609,464.96 | $183,082.38 | 42.94% |
| MRC Martin R. Curiel MYECFO, LLC | 107,761 | $2.57M | $3.86M | $1.29M | 50.12% |
Nancy Smetek Arcataur Capital Management LLC | 76,536 | $1.89M | $2.77M | $880,929.48 | 46.73% |
Thomas Dobbins New Republic Capital, LLC | 3,887 | $124,731.83 | $139,115.73 | $14,383.9 | 11.53% |
| SMR Stephen M Reiches Rappaport Reiches Capital Management, LLC | 50,328 | $1.64M | $1.82M | $182,496.89 | 11.15% |
Christopher C. Powers Farther Finance Advisors, LLC | 289,094 | $9.43M | $10.46M | $1.03M | 10.97% |
Ryan Payne Payne Capital Management, LLC | 216,012 | $5.98M | $7.79M | $1.81M | 30.27% |
Schoolcraft Capital LLC Schoolcraft Capital LLC | 12,749 | $349,142.15 | $456,924.16 | $107,782.01 | 30.87% |
Patrick J. DiNuzzo DiNuzzo Private Wealth, Inc. | 200 | $6,674 | $7,140 | $466 | 6.98% |
Jesse Steele Etesian Wealth Advisors, Inc. | 77,017 | $1.86M | $2.77M | $903,072.05 | 48.46% |
NICOLE MARTIN Arlington Trust Co LLC | 698 | $18,538.87 | $24,901.15 | $6,362.28 | 34.32% |
Courtney Haddad Concurrent Investment Advisors, LLC | 44,481 | $1.32M | $1.59M | $267,939.11 | 20.3% |
Nicholas A. Coppola POWER WEALTH MANAGEMENT LLC | 194,437 | $5.28M | $7.03M | $1.74M | 32.98% |
James Rankin Modern Wealth Management, LLC | 15,543 | $443,111.71 | $560,636.01 | $117,524.3 | 26.52% |
Joseph C. Gissy Tactive Advisors, LLC | 5,524 | $201,352 | $197,676.34 | -$3,675.66 | -1.83% |
BRASS TAX WEALTH MANAGEMENT Inc. BRASS TAX WEALTH MANAGEMENT, INC | 11,127 | $296,304.47 | $398,179.69 | $101,875.22 | 34.38% |
David Vollmer PFS Partners, LLC | 739 | $24,661 | $26,378.6 | $1,717.6 | 6.96% |
Benj Foor Frazier Financial Advisors, LLC | 36 | $1,182.56 | $1,285.38 | $102.82 | 8.69% |