| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| MR Michael Radoff LGT Financial Advisors LLC | 6,109 | $131,770.37 | $149,609.41 | $17,839.04 | 13.54% |
Brendan G. Moody Watershed Private Wealth LLC | 23,440 | $452,132.82 | $576,858.4 | $124,725.58 | 27.59% |
Daniel McGlinn Grey Fox Wealth Advisors LLC | 24,656 | $485,143.41 | $606,784.16 | $121,640.75 | 25.07% |
| CAD Chelsea A. Delgado Main Street Group Ltd. | 380 | $8,166 | $9,311.9 | $1,145.9 | 14.03% |
David Greenleigh LUTS & GREENLEIGH GROUP Inc. | 21,200 | $408,948 | $519,718 | $110,770 | 27.09% |
| NR Nicole Renaux Pioneer Wealth Management Group | 883,192 | $18.14M | $21.61M | $3.47M | 19.12% |
| AW Ariel Weisbard Values Added Financial LLC | 14,779 | $287,207 | $361,568.23 | $74,361.23 | 25.89% |
| MY Michael Yoder Yoder Wealth Management Inc. | 48,302 | $971,849.18 | $1.18M | $209,859.25 | 21.59% |
Andrew Kirchner ELEVATION WEALTH PARTNERS, LLC | 235,300 | $4.9M | $5.75M | $848,103.66 | 17.29% |
Alexandra Stickelman Root Financial Partners, LLC | 13,264 | $269,316.48 | $324,238.48 | $54,922 | 20.39% |
Courtney Holt Compound Planning, Inc. | 22,455 | $484,354.49 | $548,912.47 | $64,557.98 | 13.33% |
Katherine Stoner Empower Advisory Group, LLC | 60,006 | $1.25M | $1.47M | $213,481 | 17.03% |
Jane Bortnem Cherry Tree Wealth Management, LLC | 230 | $4,844.2 | $5,620.05 | $775.85 | 16.02% |
Melissa Imbrogno BROWN WEALTH MANAGEMENT, LLC | 36,228 | $800,151.98 | $885,593.46 | $85,441.48 | 10.68% |
Rajiv Shah KINGSWOOD WEALTH ADVISORS, LLC | 76,725 | $1.63M | $1.87M | $243,209.8 | 14.91% |
Christopher C. Powers Farther Finance Advisors, LLC | 91,529 | $1.95M | $2.25M | $299,406.54 | 15.33% |
Schoolcraft Capital LLC Schoolcraft Capital LLC | 104,160 | $1.79M | $2.55M | $759,864.49 | 42.56% |
NICOLE MARTIN Arlington Trust Co LLC | 242 | $5,012 | $5,924.18 | $912.18 | 18.2% |
Envestnet Portfolio Solutions Inc. Envestnet Portfolio Solutions, Inc. | 17,853 | $372,949.19 | $436,595.11 | $63,645.92 | 17.07% |
Kevin Bresler TD Waterhouse Canada Inc. | 208 | $4,489 | $5,085.6 | $596.6 | 13.29% |