| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Gregory Bosch Strategies Wealth Advisors, LLC | 145,091 | $7.86M | $12.4M | $4.54M | 57.71% |
Alexandra Stickelman Root Financial Partners, LLC | 2,299 | $168,529 | $195,897.79 | $27,368.79 | 16.24% |
Courtney Holt Compound Planning, Inc. | 13,802 | $917,939.58 | $1.18M | $258,128.84 | 28.12% |
Katherine Stoner Empower Advisory Group, LLC | 3,464 | $260,458 | $295,167.44 | $34,709.44 | 13.33% |
Nemes Rush Group LLC Nemes Rush Group LLC | 77 | $4,623.65 | $6,561.17 | $1,937.52 | 41.9% |
Shawn Scholz Impact Partnership Wealth, LLC | 3,524 | $264,970 | $300,280.04 | $35,310.04 | 13.33% |
Rajiv Shah KINGSWOOD WEALTH ADVISORS, LLC | 12,806 | $858,385.65 | $1.09M | $232,173.31 | 27.05% |
| SCL Sykon Capital LLC SYKON CAPITAL LLC | 142,099 | $10.68M | $12.11M | $1.42M | 13.33% |
Annmarie Young KPP Advisory Services LLC | 81,015 | $5.95M | $6.9M | $951,503.53 | 16% |
Alisha Arvold Christopher J. Hasenberg, Inc | 27 | $1,460.16 | $2,318.22 | $858.06 | 58.76% |
Andrew Stafford PREVAIL INNOVATIVE WEALTH ADVISORS, LLC | 126,937 | $8.39M | $10.9M | $2.51M | 29.97% |
Berkeley Harrison Sterling Financial Group, Inc. | 554,026 | $39.54M | $47.17M | $7.63M | 19.28% |
Andrew Agosta Prosperity Financial Group, Inc. | 4,471 | $324,970.81 | $380,660.94 | $55,690.13 | 17.14% |
Elliot Kallen Prosperity Wealth Management, Inc. | 3,298 | $218,798.48 | $280,791.72 | $61,993.24 | 28.33% |
Denise Reinert CGC Financial Services, LLC | 2,609 | $191,316.04 | $222,495.52 | $31,179.48 | 16.3% |
Christopher C. Powers Farther Finance Advisors, LLC | 149,620 | $11.24M | $12.68M | $1.45M | 12.88% |
| SPS Sean P. Skuja QRG CAPITAL MANAGEMENT, INC. | 4,529 | $333,089.83 | $384,602.68 | $51,512.85 | 15.47% |
Kristy DeJarnette Financial Security Advisor, Inc. | 2,949 | $221,323.96 | $251,225.31 | $29,901.35 | 13.51% |
Kevin Bresler TD Waterhouse Canada Inc. | 26,271 | $1.46M | $2.24M | $776,874.74 | 53.06% |
| AK Alisha Kamadia United Community Bank | 61,925 | $4.59M | $5.29M | $697,453.38 | 15.2% |