| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Vincent Incerto LaSalle St. Investment Advisors LLC | 18,461 | $1.81M | $2.23M | $420,956.59 | 23.25% |
| PIL PFG Investments LLC PFG Investments LLC | 1,861 | $221,388 | $228,019.02 | $6,631.02 | 3% |
| JC Jared Calvert Buck Wealth Strategies LLC | 255,300 | $26.42M | $31.19M | $4.77M | 18.07% |
Andy Warning Resolute Wealth Strategies LLC | 1,834 | $218,218 | $223,784.68 | $5,566.68 | 2.55% |
Jacqueline Washburn Vawter Financial Ltd. | 4,699 | $491,092.56 | $573,371.98 | $82,279.42 | 16.75% |
Gregory Bosch Strategies Wealth Advisors, LLC | 2,794 | $141,622.86 | $339,862.16 | $198,239.3 | 139.98% |
Alexandra Stickelman Root Financial Partners, LLC | 6,605 | $701,928.13 | $799,105.92 | $97,177.79 | 13.84% |
Able Financial Group LLC ABLE Financial Group, LLC | 3,413 | $330,571.28 | $415,037.86 | $84,466.58 | 25.55% |
Joe-Ben O'Banion TITLEIST ASSET MANAGEMENT, LLC | 23,389 | $2.36M | $2.83M | $465,512.02 | 19.71% |
Staci Compagno Portside Wealth Group, LLC | 233,134 | $18.81M | $28.08M | $9.27M | 49.27% |
Courtney Holt Compound Planning, Inc. | 8,745 | $916,375.28 | $1.07M | $153,050.77 | 16.7% |
Katherine Stoner Empower Advisory Group, LLC | 4,447 | $387,035.06 | $535,641.15 | $148,606.09 | 38.4% |
Nemes Rush Group LLC Nemes Rush Group LLC | 136 | $11,906.1 | $16,620.56 | $4,714.46 | 39.6% |
Shawn Scholz Impact Partnership Wealth, LLC | 6,942 | $748,574.84 | $839,044.83 | $90,469.99 | 12.09% |
| DT Derek Tinnin Altiora Financial Group, LLC | 2,158 | $211,290 | $265,013.19 | $53,723.19 | 25.43% |
Michael Ryan Michael S. Ryan, Inc. | 246,215 | $20.73M | $30.04M | $9.31M | 44.93% |
Rajiv Shah KINGSWOOD WEALTH ADVISORS, LLC | 36,821 | $3.59M | $4.51M | $915,874.99 | 25.52% |
| ACL AIFG Consultants Ltd. AIFG Consultants Ltd. | 3,371 | $246,588.63 | $411,464.26 | $164,875.63 | 66.86% |
Annmarie Young KPP Advisory Services LLC | 3,547 | $347,286.01 | $429,098.32 | $81,812.31 | 23.56% |
| MWS MFA Wealth Services MFA Wealth Services | 2,195 | $209,369.31 | $266,922.97 | $57,553.66 | 27.49% |