| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| MN Mark Neitzel M1 Capital Management LLC | 73,212 | $2.63M | $3.23M | $602,610.59 | 22.9% |
Gregory Bosch Strategies Wealth Advisors, LLC | 125,029 | $4.95M | $5.5M | $550,125.46 | 11.12% |
Courtney Holt Compound Planning, Inc. | 22,417 | $811,950.41 | $986,684.25 | $174,733.84 | 21.52% |
Nemes Rush Group LLC Nemes Rush Group LLC | 266 | $10,257 | $11,710.65 | $1,453.65 | 14.17% |
Rajiv Shah KINGSWOOD WEALTH ADVISORS, LLC | 6,759 | $245,666.47 | $297,700.15 | $52,033.68 | 21.18% |
Certus Wealth Management LLC Certus Wealth Management, LLC | 84,708 | $3.03M | $3.73M | $702,083.51 | 23.18% |
Thomas Dobbins New Republic Capital, LLC | 2,893 | $104,045.72 | $126,771.26 | $22,725.54 | 21.84% |
John Hayes LongView Wealth Management | 5,020 | $192,811.97 | $220,603.9 | $27,791.93 | 14.41% |
Christopher C. Powers Farther Finance Advisors, LLC | 282,051 | $10.48M | $12.45M | $1.97M | 18.81% |
Anthony Moeller MN Wealth Advisors, LLC | 10,656 | $382,436.72 | $470,409.12 | $87,972.4 | 23% |
| HG Heather Greenwood Cobblestone Asset Management LLC | 77,197 | $2.77M | $3.4M | $635,557.93 | 22.95% |
| SPS Sean P. Skuja QRG CAPITAL MANAGEMENT, INC. | 25,945 | $1.02M | $1.14M | $121,058.03 | 11.87% |
Jesse Steele Etesian Wealth Advisors, Inc. | 22,735 | $828,814.04 | $1M | $173,231.08 | 20.9% |
Envestnet Portfolio Solutions Inc. Envestnet Portfolio Solutions, Inc. | 3.04M | $108.9M | $134.23M | $25.33M | 23.26% |
Kickstand Ventures LLC KICKSTAND VENTURES, LLC. | 18,876 | $690,135.8 | $831,582.18 | $141,446.38 | 20.5% |
Courtney Haddad Concurrent Investment Advisors, LLC | 136,801 | $5.09M | $5.97M | $885,750.95 | 17.42% |
Charles Corkery PUREfi Wealth, LLC | 6,054 | $215,726.88 | $266,315.46 | $50,588.58 | 23.45% |
James Rankin Modern Wealth Management, LLC | 148,532 | $5.52M | $6.55M | $1.03M | 18.73% |
Scott L. Comeau BCU Wealth Advisors, LLC | 26,899 | $966,860.36 | $1.17M | $207,280.99 | 21.44% |
Amir Har-El Savvy Advisors, Inc. | 26,794 | $1.04M | $1.18M | $135,150.15 | 12.94% |