| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| SB Scott Boyce Decker Retirement Planning Inc. | 117 | $10,877 | $11,302.2 | $425.2 | 3.91% |
Melissa C. Anderson PCA Investment Advisory Services Inc. | 17,456 | $1.32M | $1.69M | $361,911.19 | 27.33% |
Alexandra Stickelman Root Financial Partners, LLC | 1,154 | $109,754.96 | $111,476.4 | $1,721.44 | 1.57% |
Bluestem Wealth Partners LLC BlueStem Wealth Partners, LLC | 132,339 | $12.27M | $12.78M | $510,831.4 | 4.16% |
Eugene Donato KENNEDY INVESTMENT GROUP | 116,705 | $9.61M | $11.27M | $1.66M | 17.32% |
Courtney Holt Compound Planning, Inc. | 12,289 | $940,748.25 | $1.19M | $246,369.15 | 26.19% |
Katherine Stoner Empower Advisory Group, LLC | 2,729 | $236,968.37 | $263,621.4 | $26,653.03 | 11.25% |
| SML Sweeney & Michel LLC SWEENEY & MICHEL, LLC | 20,332 | $1.56M | $1.96M | $406,262.47 | 26.08% |
Nemes Rush Group LLC Nemes Rush Group LLC | 221 | $20,809.36 | $21,348.6 | $539.24 | 2.59% |
Megan J. Lottier Rockwood Wealth Management, LLC | 3,144 | $230,190.17 | $303,710.4 | $73,520.23 | 31.94% |
John Shanley Aspect Partners, LLC | 10,699 | $1.01M | $1.03M | $21,790.01 | 2.15% |
Jane Bortnem Cherry Tree Wealth Management, LLC | 13,187 | $980,767.94 | $1.27M | $293,096.26 | 29.88% |
Melissa Imbrogno BROWN WEALTH MANAGEMENT, LLC | 34,485 | $2.57M | $3.33M | $765,905.39 | 29.86% |
Rajiv Shah KINGSWOOD WEALTH ADVISORS, LLC | 79,801 | $7.35M | $7.71M | $354,133.25 | 4.82% |
Annmarie Young KPP Advisory Services LLC | 3,872 | $362,871.32 | $374,035.2 | $11,163.88 | 3.08% |
Certus Wealth Management LLC Certus Wealth Management, LLC | 10,806 | $810,294.35 | $1.04M | $233,565.25 | 28.82% |
Thomas Dobbins New Republic Capital, LLC | 5,157 | $374,333.07 | $498,166.2 | $123,833.13 | 33.08% |
John Hayes LongView Wealth Management | 8,652 | $683,612.58 | $835,783.2 | $152,170.62 | 22.26% |
Denise Reinert CGC Financial Services, LLC | 68 | $5,306.01 | $6,568.8 | $1,262.79 | 23.8% |
Christopher C. Powers Farther Finance Advisors, LLC | 38,536 | $3.47M | $3.72M | $254,993.58 | 7.35% |