| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Benjamin J. Jones National Wealth Management Group, LLC | 34,928 | $827,135.28 | $1.06M | $228,738.16 | 27.65% |
Joe-Ben O'Banion TITLEIST ASSET MANAGEMENT, LLC | 23,287 | $508,873.55 | $701,171.57 | $192,298.02 | 37.79% |
Courtney Holt Compound Planning, Inc. | 50,937 | $1.22M | $1.54M | $327,200.44 | 26.93% |
Katherine Stoner Empower Advisory Group, LLC | 45,129 | $1.15M | $1.35M | $206,616.9 | 18.01% |
Scott Kapusta First County Bank /CT/ | 16,570 | $249,378.5 | $502,899.5 | $253,521 | 101.66% |
Megan J. Lottier Rockwood Wealth Management, LLC | 26,119 | $614,359.43 | $793,103.43 | $178,744 | 29.09% |
Krista D. McBeath LANDMARK WEALTH MANAGEMENT, INC. | 33,283 | $813,766.43 | $998,822.83 | $185,056.4 | 22.74% |
John Shanley Aspect Partners, LLC | 15,546 | $292,264.8 | $467,623.68 | $175,358.88 | 60% |
Jane Bortnem Cherry Tree Wealth Management, LLC | 70,405 | $1.33M | $2.14M | $804,822.47 | 60.42% |
Melissa Imbrogno BROWN WEALTH MANAGEMENT, LLC | 13,644 | $282,155.33 | $414,300.06 | $132,144.73 | 46.83% |
Nancy Smetek Arcataur Capital Management LLC | 283,744 | $4.99M | $8.61M | $3.63M | 72.67% |
Rajiv Shah KINGSWOOD WEALTH ADVISORS, LLC | 58,268 | $1.49M | $1.76M | $272,489.34 | 18.26% |
Carrie Miller Trellis Wealth Advisors LLC | 34,128 | $513,626.4 | $1.03M | $519,086.88 | 101.06% |
Lars Phillips RAM Investment Partners, LLC | 10,149 | $211,096.59 | $308,022.15 | $96,925.56 | 45.92% |
Thomas Dobbins New Republic Capital, LLC | 978 | $22,119.43 | $29,476.92 | $7,357.49 | 33.26% |
John Hayes LongView Wealth Management | 418,242 | $8.49M | $12.64M | $4.15M | 48.91% |
Elliot Kallen Prosperity Wealth Management, Inc. | 970,709 | $18.99M | $29.28M | $10.29M | 54.17% |
Timothy Monaco Dechtman Wealth Management, LLC | 86,557 | $1.52M | $2.62M | $1.11M | 72.94% |
Denise Reinert CGC Financial Services, LLC | 3,000 | $52,371 | $90,420 | $38,049 | 72.65% |
Christopher C. Powers Farther Finance Advisors, LLC | 7.46M | $203.3M | $225.7M | $22.39M | 11.01% |