| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Bradley H. Owens LJI Wealth Management, LLC | 9,256 | $5.21M | $6.88M | $1.67M | 32.04% |
Jeremy Sorci Premier Financial Group | 746 | $478,795.8 | $554,494.33 | $75,698.53 | 15.81% |
Invenio Wealth Partners LLC INVENIO WEALTH PARTNERS LLC | 8,115 | $3.6M | $6.03M | $2.43M | 67.68% |
Annmarie Young KPP Advisory Services LLC | 2,123 | $1.34M | $1.58M | $242,119.76 | 18.12% |
Certus Wealth Management LLC Certus Wealth Management, LLC | 1,124 | $491,990.25 | $835,457.94 | $343,467.69 | 69.81% |
Lars Phillips RAM Investment Partners, LLC | 1,821 | $888,362.91 | $1.35M | $465,168.14 | 52.36% |
Thomas Healy PFW Advisors LLC | 643 | $305,854.48 | $477,935.46 | $172,080.98 | 56.26% |
Kent D. Aloia HOGE FINANCIAL SERVICES, LLC | 908 | $494,254.75 | $674,907.3 | $180,652.55 | 36.55% |
Alisha Arvold Christopher J. Hasenberg, Inc | 1,067 | $598,554.99 | $793,090.41 | $194,535.42 | 32.5% |
Andrew Stafford PREVAIL INNOVATIVE WEALTH ADVISORS, LLC | 1,488 | $1.01M | $1.11M | $91,318.58 | 9% |
Thomas Dobbins New Republic Capital, LLC | 11,343 | $5.07M | $8.43M | $3.36M | 66.23% |
Dan Stevenson MIDLAND WEALTH ADVISORS LLC | 6,404 | $3.56M | $4.76M | $1.2M | 33.87% |
Invesco LLC INVESCO, LLC | 507 | $321,401.85 | $376,848.02 | $55,446.17 | 17.25% |
John Hayes LongView Wealth Management | 377 | $233,195.73 | $280,220.32 | $47,024.59 | 20.17% |
| SMR Stephen M Reiches Rappaport Reiches Capital Management, LLC | 15,633 | $7.55M | $11.62M | $4.07M | 53.9% |
Andrew Halac Talon Private Wealth, LLC | 1,020 | $597,786.76 | $758,155.78 | $160,369.02 | 26.83% |
Norden Group LLC NORDEN GROUP LLC | 15,999 | $8.97M | $11.89M | $2.92M | 32.6% |
Berkeley Harrison Sterling Financial Group, Inc. | 6,413 | $2.57M | $4.77M | $2.2M | 85.56% |
Andrew Agosta Prosperity Financial Group, Inc. | 2,705 | $1.2M | $2.01M | $808,298.29 | 67.23% |
Bradley Harsch Strategic Advocates LLC | 29 | $16,337.31 | $21,555.41 | $5,218.1 | 31.94% |