| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| DK Daniel Kauper Milestone Investment Advisors LLC | 533,994 | $27.89M | $45.1M | $17.21M | 61.73% |
Dino Efthimiou Delta Wealth Advisors LLC | 26,407 | $1.95M | $2.23M | $283,668.99 | 14.57% |
Ryan P. Ruggaard Ruggaard & Associates LLC | 138,254 | $9.85M | $11.68M | $1.82M | 18.5% |
| SCM Sebold Capital Management Inc. Sebold Capital Management Inc. | 7,049 | $502,312 | $595,323.29 | $93,011.29 | 18.52% |
Jacob Going Alpine Bank Wealth Management | 466,176 | $31.15M | $39.37M | $8.23M | 26.42% |
Gregory Bosch Strategies Wealth Advisors, LLC | 141,035 | $7.65M | $12.05M | $4.4M | 57.52% |
Alexandra Stickelman Root Financial Partners, LLC | 2,299 | $168,529 | $194,173.54 | $25,644.54 | 15.22% |
Joe-Ben O'Banion TITLEIST ASSET MANAGEMENT, LLC | 4,207 | $379,012 | $355,323.22 | -$23,688.78 | -6.25% |
Courtney Holt Compound Planning, Inc. | 14,676 | $996,687.01 | $1.24M | $243,361.61 | 24.42% |
Katherine Stoner Empower Advisory Group, LLC | 3,416 | $256,848.88 | $288,515.36 | $31,666.48 | 12.33% |
Nemes Rush Group LLC Nemes Rush Group LLC | 78 | $4,713.22 | $6,591 | $1,877.78 | 39.84% |
Shawn Scholz Impact Partnership Wealth, LLC | 4,036 | $311,101.25 | $340,880.56 | $29,779.31 | 9.57% |
Rajiv Shah KINGSWOOD WEALTH ADVISORS, LLC | 14,267 | $990,021.78 | $1.2M | $214,683.7 | 21.68% |
Annmarie Young KPP Advisory Services LLC | 79,574 | $5.84M | $6.72M | $880,317.77 | 15.07% |
Alisha Arvold Christopher J. Hasenberg, Inc | 27 | $1,460.16 | $2,306.61 | $846.45 | 57.97% |
Andrew Stafford PREVAIL INNOVATIVE WEALTH ADVISORS, LLC | 192,698 | $14.31M | $16.46M | $2.15M | 15.03% |
John Hayes LongView Wealth Management | 3,932 | $354,273 | $335,910.76 | -$18,362.24 | -5.18% |
Berkeley Harrison Sterling Financial Group, Inc. | 554,026 | $39.54M | $46.87M | $7.32M | 18.51% |
Andrew Agosta Prosperity Financial Group, Inc. | 4,531 | $330,377.91 | $387,083.33 | $56,705.42 | 17.16% |
Elliot Kallen Prosperity Wealth Management, Inc. | 3,298 | $218,798.48 | $281,748.14 | $62,949.66 | 28.77% |