| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
David Stevens Stevens Capital Partners | 128,076 | $11.47M | $14.22M | $2.74M | 23.91% |
Dana Anspach Sensible Money LLC | 19,795 | $1.47M | $2.15M | $672,117.06 | 45.57% |
Jarrod Musick Destiny Capital Corp./ Co. | 1,884 | $205,563 | $209,114.58 | $3,551.58 | 1.73% |
Steven Trigili Garden State Investment Advisory Services LLC | 2,053 | $224,035 | $226,343.25 | $2,308.25 | 1.03% |
Daniel McGlinn Grey Fox Wealth Advisors LLC | 20,190 | $1.72M | $2.19M | $472,098.19 | 27.48% |
| CAD Chelsea A. Delgado Main Street Group Ltd. | 11 | $1,068 | $1,193.06 | $125.06 | 11.71% |
Jill Batley Gateway Wealth Partners LLC | 2,170 | $205,331 | $235,358.2 | $30,027.2 | 14.62% |
Gregory Bosch Strategies Wealth Advisors, LLC | 44,937 | $3.54M | $5.04M | $1.5M | 42.48% |
Brett Pohl Invera Wealth Advisors, LLC | 12,967 | $1.11M | $1.41M | $295,443.22 | 26.59% |
Alexandra Stickelman Root Financial Partners, LLC | 6,816 | $604,262.64 | $739,263.36 | $135,000.72 | 22.34% |
Staci Compagno Portside Wealth Group, LLC | 7,705 | $667,933.92 | $835,684.3 | $167,750.38 | 25.11% |
Courtney Holt Compound Planning, Inc. | 4,713 | $408,112.96 | $511,171.98 | $103,059.02 | 25.25% |
Megan J. Lottier Rockwood Wealth Management, LLC | 2,345 | $255,877 | $254,338.7 | -$1,538.3 | -0.6% |
Jane Bortnem Cherry Tree Wealth Management, LLC | 115 | $8,958 | $12,472.9 | $3,514.9 | 39.24% |
Michael Ryan Michael S. Ryan, Inc. | 54,505 | $4.46M | $5.91M | $1.45M | 32.45% |
Rajiv Shah KINGSWOOD WEALTH ADVISORS, LLC | 28,140 | $2.5M | $3.05M | $547,623.19 | 21.87% |
Norden Group LLC NORDEN GROUP LLC | 2,567 | $248,352.22 | $278,416.82 | $30,064.6 | 12.11% |
Christopher C. Powers Farther Finance Advisors, LLC | 43,806 | $3.65M | $4.75M | $1.1M | 30.27% |
Ryan Payne Payne Capital Management, LLC | 21,219 | $1.83M | $2.38M | $549,403.74 | 29.99% |
Equita Financial Network Inc. Equita Financial Network, Inc. | 4,392 | $317,849.04 | $476,356.32 | $158,507.28 | 49.87% |