| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Crystal McKeon TSA Wealth Managment LLC | 176,770 | $6.28M | $7.53M | $1.26M | 20.02% |
Dean Pelos Commonwealth Retirement Investments LLC | 51,453 | $1.85M | $2.19M | $337,721.99 | 18.21% |
Andy Peters Goldstein Advisors LLC | 665,525 | $24.41M | $28.36M | $3.95M | 16.19% |
| JGK Jonathan G. Kasting Regimen Wealth LLC | 22,996 | $818,412.66 | $979,859.56 | $161,446.9 | 19.73% |
Bepin Serraj Richard W. Paul & Associates LLC | 62 | $2,673 | $2,743.19 | $70.19 | 2.63% |
Michael R. Panico Arcadia Wealth Management LLC | 18,460 | $663,563.26 | $786,580.6 | $123,017.34 | 18.54% |
Walter J. West Milestone Asset Management LLC | 56,002 | $2.03M | $2.39M | $357,828.77 | 17.64% |
Helen Semus Semus Wealth Partners LLC | 11,165 | $405,133.87 | $493,995.42 | $88,861.55 | 21.93% |
Curtis Packer B.O.S.S. Retirement Advisors LLC | 49,806 | $1.91M | $2.12M | $212,689.8 | 11.14% |
Ryan J. Warner C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors | 445,384 | $16.28M | $18.98M | $2.69M | 16.54% |
Jill Batley Gateway Wealth Partners LLC | 219,604 | $7.94M | $9.36M | $1.42M | 17.87% |
Michaela Herlihy BEACON FINANCIAL PLANNING Inc. | 5,062 | $218,241 | $215,691.82 | -$2,549.18 | -1.17% |
Sean O'Reilly Ffg Retirement Advisors LLC | 72,807 | $2.7M | $3.1M | $406,661.22 | 15.09% |
Courtney Gooding Bush Investment Group LLC | 47,496 | $1.7M | $2.02M | $327,505.14 | 19.31% |
| PIL PFG Investments LLC PFG Investments LLC | 12,703 | $471,683.15 | $541,274.83 | $69,591.68 | 14.75% |
Scott Boyce Decker Retirement Planning Inc. | 767 | $33,065 | $32,681.87 | -$383.13 | -1.16% |
| MN Mark Neitzel M1 Capital Management LLC | 73,212 | $2.63M | $3.24M | $608,467.55 | 23.13% |
Gregory Bosch Strategies Wealth Advisors, LLC | 125,029 | $4.95M | $5.55M | $603,262.79 | 12.2% |
Nemes Rush Group LLC Nemes Rush Group LLC | 266 | $10,257 | $11,807.74 | $1,550.74 | 15.12% |
Rajiv Shah KINGSWOOD WEALTH ADVISORS, LLC | 6,759 | $245,666.47 | $288,000.99 | $42,334.52 | 17.23% |