| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Paul B. Ordonio Park Place Capital Corp. | 8,953 | $609,354.4 | $811,410.39 | $202,055.99 | 33.16% |
Vincent Incerto LaSalle St. Investment Advisors LLC | 20,319 | $1.52M | $1.82M | $297,533.47 | 19.54% |
Johnathan Kasting DDFG Inc. | 86,310 | $5.11M | $7.44M | $2.33M | 45.66% |
Amber Anderson Aspen Wealth Strategies LLC | 75,838 | $4.85M | $6.82M | $1.96M | 40.39% |
Ian Laterreur Ergawealth Advisors Inc. | 5,261 | $262,906.38 | $472,806.07 | $209,899.69 | 79.84% |
Krista D. McBeath LANDMARK WEALTH MANAGEMENT, INC. | 12,020 | $787,591.37 | $1.04M | $248,893.23 | 31.6% |
Jane Bortnem Cherry Tree Wealth Management, LLC | 201 | $13,658 | $17,332.23 | $3,674.23 | 26.9% |
Christopher C. Powers Farther Finance Advisors, LLC | 59,407 | $4.42M | $5.12M | $699,164.44 | 15.81% |
NICOLE MARTIN Arlington Trust Co LLC | 378 | $19,554 | $32,594.94 | $13,040.94 | 66.69% |
Envestnet Portfolio Solutions Inc. Envestnet Portfolio Solutions, Inc. | 2,271 | $202,437 | $195,828.33 | -$6,608.67 | -3.26% |
Brian Glenn Premier Path Wealth Partners, LLC | 33,065 | $2.05M | $2.85M | $796,503.76 | 38.77% |
James Rankin Modern Wealth Management, LLC | 809,068 | $61M | $73.33M | $12.33M | 20.21% |
Kevin M. Fox Fox Financial, Inc | 283,376 | $18.06M | $24.44M | $6.38M | 35.33% |
David W. Lewis Lewis Asset Management, LLC | 4,897 | $373,195.62 | $422,268.31 | $49,072.69 | 13.15% |
Owen McCabe Tyche Wealth Partners LLC | 49,288 | $3.69M | $4.25M | $559,656.55 | 15.17% |
Steven JE Manders BKM Wealth Management, LLC | 8,399 | $526,784.15 | $724,245.77 | $197,461.62 | 37.48% |
| KK Katelyn Kappius Traction Financial Partners, LLC | 3,325 | $231,582.12 | $299,815.25 | $68,233.13 | 29.46% |
Cody Gehman Stonebridge Financial Group, LLC | 5,456 | $486,348 | $470,470.88 | -$15,877.12 | -3.26% |
Signal Advisors Wealth LLC Signal Advisors Wealth, LLC | 23,268 | $1.76M | $2.01M | $249,898.64 | 14.23% |
Focus Financial Network Inc. Focus Financial Network, Inc. | 2,503 | $223,141 | $215,833.69 | -$7,307.31 | -3.27% |