| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Katherine Stoner Empower Advisory Group, LLC | 1.15M | $88.16M | $103.42M | $15.27M | 17.32% |
Nemes Rush Group LLC Nemes Rush Group LLC | 28,443 | $2.14M | $2.58M | $442,589.03 | 20.73% |
Megan J. Lottier Rockwood Wealth Management, LLC | 13,376 | $897,355.91 | $1.22M | $317,719.93 | 35.41% |
Shawn Scholz Impact Partnership Wealth, LLC | 19,378 | $1.45M | $1.74M | $297,502.31 | 20.56% |
Chad Tobin Slagle Financial, LLC | 163,506 | $11.44M | $14.87M | $3.43M | 30% |
| PSF Prairie Sky Financial Group LLC Prairie Sky Financial Group LLC | 180,872 | $9.69M | $16.4M | $6.71M | 69.26% |
Jane Bortnem Cherry Tree Wealth Management, LLC | 17,913 | $1.01M | $1.63M | $620,049.61 | 61.56% |
Melissa Imbrogno BROWN WEALTH MANAGEMENT, LLC | 3,090 | $248,461.89 | $280,819.2 | $32,357.31 | 13.02% |
Rajiv Shah KINGSWOOD WEALTH ADVISORS, LLC | 345,568 | $27.58M | $31.34M | $3.76M | 13.63% |
| SCL Sykon Capital LLC SYKON CAPITAL LLC | 15,744 | $1.21M | $1.43M | $222,438.05 | 18.4% |
Annmarie Young KPP Advisory Services LLC | 11,265 | $779,829.29 | $1.02M | $236,386.36 | 30.31% |
| MWS MFA Wealth Services MFA Wealth Services | 2,619 | $230,184.36 | $237,006.4 | $6,822.04 | 2.96% |
Alisha Arvold Christopher J. Hasenberg, Inc | 47,110 | $3.42M | $4.26M | $838,947.32 | 24.5% |
Andrew Stafford PREVAIL INNOVATIVE WEALTH ADVISORS, LLC | 8,374 | $696,648.49 | $758,726.27 | $62,077.78 | 8.91% |
Thomas Dobbins New Republic Capital, LLC | 2,515 | $221,018 | $226,878.15 | $5,860.15 | 2.65% |
John Hayes LongView Wealth Management | 15,502 | $1.1M | $1.4M | $301,248.21 | 27.35% |
Andrew Halac Talon Private Wealth, LLC | 105,474 | $7.22M | $9.54M | $2.32M | 32.18% |
Norden Group LLC NORDEN GROUP LLC | 33,976 | $2.47M | $3.05M | $581,219.67 | 23.52% |
Berkeley Harrison Sterling Financial Group, Inc. | 30,000 | $1.97M | $2.72M | $756,162 | 38.41% |
Andrew Agosta Prosperity Financial Group, Inc. | 21,722 | $1.32M | $1.97M | $647,119.81 | 48.85% |