| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Krista D. McBeath LANDMARK WEALTH MANAGEMENT, INC. | 33,283 | $813,766.43 | $979,851.52 | $166,085.09 | 20.41% |
John Shanley Aspect Partners, LLC | 15,546 | $292,264.8 | $457,674.24 | $165,409.44 | 56.6% |
Jane Bortnem Cherry Tree Wealth Management, LLC | 72,174 | $1.36M | $2.12M | $766,717.15 | 56.46% |
Melissa Imbrogno BROWN WEALTH MANAGEMENT, LLC | 13,644 | $282,155.33 | $401,679.36 | $119,524.03 | 42.36% |
Nancy Smetek Arcataur Capital Management LLC | 283,744 | $4.99M | $8.35M | $3.36M | 67.44% |
Rajiv Shah KINGSWOOD WEALTH ADVISORS, LLC | 58,268 | $1.49M | $1.72M | $222,961.54 | 14.94% |
Carrie Miller Trellis Wealth Advisors LLC | 34,128 | $513,626.4 | $1M | $491,101.92 | 95.61% |
Lars Phillips RAM Investment Partners, LLC | 10,149 | $211,096.59 | $298,786.56 | $87,689.97 | 41.54% |
Thomas Dobbins New Republic Capital, LLC | 978 | $22,119.43 | $29,662.74 | $7,543.31 | 34.1% |
John Hayes LongView Wealth Management | 418,242 | $8.49M | $12.31M | $3.82M | 45.02% |
Elliot Kallen Prosperity Wealth Management, Inc. | 970,709 | $18.99M | $28.58M | $9.59M | 50.49% |
Timothy Monaco Dechtman Wealth Management, LLC | 86,557 | $1.52M | $2.55M | $1.03M | 68.14% |
Denise Reinert CGC Financial Services, LLC | 3,000 | $52,371 | $88,320 | $35,949 | 68.64% |
Christopher C. Powers Farther Finance Advisors, LLC | 5.94M | $157.66M | $174.86M | $17.2M | 10.91% |
Schoolcraft Capital LLC Schoolcraft Capital LLC | 41,021 | $782,022.56 | $1.25M | $469,938.36 | 60.09% |
Patrick J. DiNuzzo DiNuzzo Private Wealth, Inc. | 1,093 | $25,132.65 | $32,177.92 | $7,045.27 | 28.03% |
| SPS Sean P. Skuja QRG CAPITAL MANAGEMENT, INC. | 20,529 | $516,004.12 | $604,373.76 | $88,369.64 | 17.13% |
NICOLE MARTIN Arlington Trust Co LLC | 6,489 | $129,717.06 | $191,036.16 | $61,319.1 | 47.27% |
Chris Kleine Park Capital Management, LLC / WI | 47,441 | $1.14M | $1.4M | $259,933.46 | 22.87% |
Matthew J. Syverson Sound Stewardship, LLC | 12,563 | $212,732.23 | $369,854.72 | $157,122.49 | 73.86% |