| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Kevin Kroskey True Wealth Design LLC | 3,156 | $61,576.13 | $78,142.56 | $16,566.43 | 26.9% |
Jill Batley Gateway Wealth Partners LLC | 29,009 | $574,918.84 | $715,652.03 | $140,733.19 | 24.48% |
| WRP Werba Rubin Papier Wealth Management Werba Rubin Papier Wealth Management | 10,832 | $104,886.99 | $268,633.6 | $163,746.61 | 156.12% |
Scott Boyce Decker Retirement Planning Inc. | 14 | $330 | $345.94 | $15.94 | 4.83% |
| DD Damir Durkovic Entropy Technologies, LP | 25,309 | $499,852.99 | $624,246.48 | $124,393.49 | 24.89% |
Andrew Kirchner ELEVATION WEALTH PARTNERS, LLC | 928 | $21,883 | $22,949.44 | $1,066.44 | 4.87% |
Jorge Paganin Abacus Wealth Partners, LLC | 18,878 | $364,911.76 | $468,174.4 | $103,262.64 | 28.3% |
Courtney Holt Compound Planning, Inc. | 123,073 | $1.99M | $3.04M | $1.06M | 53.17% |
Nemes Rush Group LLC Nemes Rush Group LLC | 151 | $2,919 | $3,725.17 | $806.17 | 27.62% |
Jane Bortnem Cherry Tree Wealth Management, LLC | 533 | $8,241 | $13,197.08 | $4,956.08 | 60.14% |
Thomas Dobbins New Republic Capital, LLC | 18,146 | $347,332.27 | $449,476.42 | $102,144.15 | 29.41% |
Peter Sigismondi Ramirez Asset Management, Inc. | 446,780 | $7.23M | $11.07M | $3.84M | 53.06% |
| AA Andrew Alkon EntryPoint Capital, LLC | 23,684 | $510,498.35 | $583,455.34 | $72,956.99 | 14.29% |
Christopher C. Powers Farther Finance Advisors, LLC | 57,202 | $1.1M | $1.42M | $313,067.81 | 28.39% |
Ben Loeffler ACORN CREEK CAPITAL LLC | 14,059 | $141,705.65 | $347,468.18 | $205,762.53 | 145.2% |
| SPS Sean P. Skuja QRG CAPITAL MANAGEMENT, INC. | 408,740 | $6.55M | $10.1M | $3.55M | 54.14% |
NICOLE MARTIN Arlington Trust Co LLC | 446 | $8,809 | $11,009.51 | $2,200.51 | 24.98% |
Envestnet Portfolio Solutions Inc. Envestnet Portfolio Solutions, Inc. | 13,845 | $213,464.39 | $342,317.62 | $128,853.23 | 60.36% |
| MR Maximiliaan Rijkenberg SAPIENT CAPITAL LLC | 8,175 | $211,814 | $202,372.12 | -$9,441.88 | -4.46% |
Syon Capital LLC SYON CAPITAL LLC | 41,381 | $659,569.52 | $1.02M | $361,506.65 | 54.81% |