| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Katherine Stoner Empower Advisory Group, LLC | 21,575 | $10.2M | $16.04M | $5.84M | 57.22% |
| SML Sweeney & Michel LLC SWEENEY & MICHEL, LLC | 576 | $313,617.31 | $428,135.03 | $114,517.72 | 36.52% |
Nemes Rush Group LLC Nemes Rush Group LLC | 12,723 | $8.32M | $9.46M | $1.14M | 13.67% |
ELEVATUS WELATH MANAGEMENT ELEVATUS WELATH MANAGEMENT | 3,014 | $1.65M | $2.24M | $588,516.76 | 35.63% |
Scott Kapusta First County Bank /CT/ | 3,931 | $2.36M | $2.92M | $560,417.42 | 23.73% |
Megan J. Lottier Rockwood Wealth Management, LLC | 4,622 | $2.84M | $3.44M | $596,733.32 | 21.02% |
Shawn Scholz Impact Partnership Wealth, LLC | 24,714 | $15.97M | $18.37M | $2.4M | 15% |
Chad Tobin Slagle Financial, LLC | 1,105 | $588,394.66 | $821,335.43 | $232,940.77 | 39.59% |
Krista D. McBeath LANDMARK WEALTH MANAGEMENT, INC. | 35,116 | $21.34M | $26.1M | $4.76M | 22.31% |
| PSF Prairie Sky Financial Group LLC Prairie Sky Financial Group LLC | 1,277 | $579,043.68 | $949,181.3 | $370,137.62 | 63.92% |
John Shanley Aspect Partners, LLC | 60,051 | $41.22M | $44.64M | $3.41M | 8.28% |
Jane Bortnem Cherry Tree Wealth Management, LLC | 3,128 | $1.39M | $2.33M | $937,985.76 | 67.63% |
| DT Derek Tinnin Altiora Financial Group, LLC | 996 | $599,933.04 | $740,316.82 | $140,383.78 | 23.4% |
Hovig Melkonian LAZARI CAPITAL MANAGEMENT, INC. | 3,819 | $1.88M | $2.84M | $960,762.51 | 51.16% |
| MRC Martin R. Curiel MYECFO, LLC | 1,764 | $705,021.42 | $1.31M | $606,142.1 | 85.97% |
Melissa Imbrogno BROWN WEALTH MANAGEMENT, LLC | 841 | $412,157.69 | $625,106.87 | $212,949.18 | 51.67% |
Troy Leonard CORNERSTONE ENTERPRISES, LLC | 660 | $369,197 | $490,571.39 | $121,374.39 | 32.88% |
Nancy Smetek Arcataur Capital Management LLC | 423 | $201,262 | $314,411.66 | $113,149.66 | 56.22% |
Rajiv Shah KINGSWOOD WEALTH ADVISORS, LLC | 82,956 | $48.15M | $61.66M | $13.51M | 28.06% |
| SCL Sykon Capital LLC SYKON CAPITAL LLC | 393 | $225,410.9 | $292,112.96 | $66,702.06 | 29.59% |