| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Scott Kapusta First County Bank /CT/ | 3,921 | $2.36M | $3.03M | $670,764.77 | 28.47% |
Megan J. Lottier Rockwood Wealth Management, LLC | 4,622 | $2.84M | $3.57M | $730,355.43 | 25.73% |
Shawn Scholz Impact Partnership Wealth, LLC | 14,923 | $10.16M | $11.42M | $1.26M | 12.37% |
Chad Tobin Slagle Financial, LLC | 1,125 | $603,332.25 | $869,512.5 | $266,180.25 | 44.12% |
Krista D. McBeath LANDMARK WEALTH MANAGEMENT, INC. | 41,465 | $26.08M | $31.65M | $5.57M | 21.36% |
| PSF Prairie Sky Financial Group LLC Prairie Sky Financial Group LLC | 1,277 | $579,043.68 | $983,762.49 | $404,718.81 | 69.89% |
John Shanley Aspect Partners, LLC | 60,051 | $41.22M | $45.95M | $4.73M | 11.48% |
Jane Bortnem Cherry Tree Wealth Management, LLC | 2,940 | $1.3M | $2.27M | $965,378.07 | 74.05% |
| DT Derek Tinnin Altiora Financial Group, LLC | 737 | $448,128.81 | $569,199.84 | $121,071.03 | 27.02% |
Hovig Melkonian LAZARI CAPITAL MANAGEMENT, INC. | 3,674 | $1.81M | $2.83M | $1.02M | 56.19% |
| MRC Martin R. Curiel MYECFO, LLC | 1,764 | $705,021.42 | $1.36M | $651,071.22 | 92.35% |
Melissa Imbrogno BROWN WEALTH MANAGEMENT, LLC | 969 | $507,760.35 | $748,247.26 | $240,486.91 | 47.36% |
Troy Leonard CORNERSTONE ENTERPRISES, LLC | 11,679 | $8.77M | $9.01M | $241,117.05 | 2.75% |
Nancy Smetek Arcataur Capital Management LLC | 423 | $201,262 | $326,598.3 | $125,336.3 | 62.28% |
Rajiv Shah KINGSWOOD WEALTH ADVISORS, LLC | 84,867 | $49.58M | $65.39M | $15.82M | 31.9% |
| SCL Sykon Capital LLC SYKON CAPITAL LLC | 16,891 | $12.55M | $13.05M | $499,319.34 | 3.98% |
Bradley H. Owens LJI Wealth Management, LLC | 8,053 | $4.56M | $6.2M | $1.64M | 36.07% |
Jeremy Sorci Premier Financial Group | 746 | $478,795.8 | $573,629.24 | $94,833.44 | 19.81% |
Invenio Wealth Partners LLC INVENIO WEALTH PARTNERS LLC | 7,925 | $3.51M | $6.1M | $2.59M | 73.68% |
Annmarie Young KPP Advisory Services LLC | 1,898 | $1.21M | $1.45M | $244,064.03 | 20.17% |