| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Alexandra Stickelman Root Financial Partners, LLC | 378 | $133,741.7 | $214,753.14 | $81,011.44 | 60.57% |
Benjamin J. Jones National Wealth Management Group, LLC | 548 | $359,483 | $305,636.03 | -$53,846.97 | -14.98% |
Joe-Ben O'Banion TITLEIST ASSET MANAGEMENT, LLC | 3,771 | $934,422.91 | $2.14M | $1.21M | 129.28% |
Courtney Holt Compound Planning, Inc. | 548 | $152,815.33 | $311,335.24 | $158,519.91 | 103.73% |
Katherine Stoner Empower Advisory Group, LLC | 764 | $257,039.15 | $434,051.32 | $177,012.17 | 68.87% |
| SML Sweeney & Michel LLC SWEENEY & MICHEL, LLC | 777 | $230,764.8 | $441,437.01 | $210,672.21 | 91.29% |
Nemes Rush Group LLC Nemes Rush Group LLC | 136 | $34,169.97 | $77,265.68 | $43,095.71 | 126.12% |
ELEVATUS WELATH MANAGEMENT ELEVATUS WELATH MANAGEMENT | 537 | $193,309.28 | $305,085.81 | $111,776.53 | 57.82% |
Megan J. Lottier Rockwood Wealth Management, LLC | 714 | $236,970.41 | $405,387.78 | $168,417.37 | 71.07% |
John Shanley Aspect Partners, LLC | 36 | $6,295 | $21,267.72 | $14,972.72 | 237.85% |
Jane Bortnem Cherry Tree Wealth Management, LLC | 10 | $2,249.9 | $5,689.65 | $3,439.75 | 152.88% |
Troy Leonard CORNERSTONE ENTERPRISES, LLC | 9,509 | $3.52M | $5.4M | $1.88M | 53.57% |
Nancy Smetek Arcataur Capital Management LLC | 8,548 | $1.33M | $4.86M | $3.52M | 264.1% |
Rajiv Shah KINGSWOOD WEALTH ADVISORS, LLC | 12,491 | $3.02M | $7.11M | $4.09M | 135.6% |
Bradley H. Owens LJI Wealth Management, LLC | 2,027 | $528,393.17 | $1.15M | $624,898.88 | 118.26% |
Annmarie Young KPP Advisory Services LLC | 1,857 | $669,170.93 | $1.06M | $387,397.07 | 57.89% |
John Hayes LongView Wealth Management | 526 | $201,668.4 | $292,734.8 | $91,066.4 | 45.16% |
| SMR Stephen M Reiches Rappaport Reiches Capital Management, LLC | 4,477 | $1.08M | $2.55M | $1.47M | 136.25% |
Bradley Harsch Strategic Advocates LLC | 27 | $10,352 | $15,362.05 | $5,010.05 | 48.4% |
Elliot Kallen Prosperity Wealth Management, Inc. | 3,720 | $1.07M | $2.12M | $1.05M | 98.28% |