| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Brett Pohl Invera Wealth Advisors, LLC | 11,717 | $974,570.1 | $1.29M | $318,049.34 | 32.63% |
Alexandra Stickelman Root Financial Partners, LLC | 6,816 | $604,262.64 | $750,918.72 | $146,656.08 | 24.27% |
Staci Compagno Portside Wealth Group, LLC | 6,764 | $565,255.13 | $736,903.98 | $171,648.85 | 30.37% |
Courtney Holt Compound Planning, Inc. | 5,839 | $514,608.96 | $643,282.63 | $128,673.67 | 25% |
Jane Bortnem Cherry Tree Wealth Management, LLC | 115 | $8,958 | $12,671.27 | $3,713.27 | 41.45% |
Michael Ryan Michael S. Ryan, Inc. | 54,505 | $4.46M | $6M | $1.54M | 34.54% |
Rajiv Shah KINGSWOOD WEALTH ADVISORS, LLC | 25,676 | $2.24M | $2.83M | $594,029.37 | 26.57% |
Norden Group LLC NORDEN GROUP LLC | 2,184 | $206,563 | $240,644.04 | $34,081.04 | 16.5% |
Christopher C. Powers Farther Finance Advisors, LLC | 39,401 | $3.17M | $4.3M | $1.14M | 35.95% |
Ryan Payne Payne Capital Management, LLC | 21,337 | $1.84M | $2.35M | $508,929.38 | 27.63% |
Equita Financial Network Inc. Equita Financial Network, Inc. | 4,425 | $320,237.25 | $487,568.62 | $167,331.37 | 52.25% |
| SPS Sean P. Skuja QRG CAPITAL MANAGEMENT, INC. | 8,225 | $729,217.82 | $896,072.62 | $166,854.8 | 22.88% |
Jeremy Intihar TIAA TRUST, NATIONAL ASSOCIATION | 8,956 | $748,145.71 | $987,399 | $239,253.29 | 31.98% |
Courtney Haddad Concurrent Investment Advisors, LLC | 7,360 | $639,694.81 | $812,323.2 | $172,628.39 | 26.99% |
Benj Foor Frazier Financial Advisors, LLC | 72 | $5,758.96 | $7,946.64 | $2,187.68 | 37.99% |
Derek Ripp Austin Wealth Management, LLC | 4,382 | $323,443.43 | $483,115.5 | $159,672.07 | 49.37% |
Amir Har-El Savvy Advisors, Inc. | 26,633 | $2.5M | $2.94M | $441,560.58 | 17.69% |
Steven D Urban Urban Financial Advisory Corp | 1,382 | $117,272.22 | $152,531.34 | $35,259.12 | 30.07% |
Phillip G. Trueblood Trueblood Wealth Management, LLC | 19,023 | $1.6M | $2.1M | $503,273.23 | 31.53% |
One Degree Advisors Inc. One Degree Advisors Inc | 4,708 | $392,184.65 | $519,621.96 | $127,437.31 | 32.49% |