| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Jane Bortnem Cherry Tree Wealth Management, LLC | 48,052 | $9.95M | $14.23M | $4.28M | 43.02% |
| DT Derek Tinnin Altiora Financial Group, LLC | 1,603 | $341,973.66 | $474,840.66 | $132,867 | 38.85% |
Rajiv Shah KINGSWOOD WEALTH ADVISORS, LLC | 43,816 | $10.8M | $12.98M | $2.17M | 20.12% |
Bradley H. Owens LJI Wealth Management, LLC | 1,897 | $390,269.95 | $561,929.34 | $171,659.39 | 43.98% |
Annmarie Young KPP Advisory Services LLC | 1,679 | $374,833.65 | $497,353.38 | $122,519.73 | 32.69% |
Thomas Healy PFW Advisors LLC | 1,714 | $280,145.67 | $507,721.08 | $227,575.41 | 81.23% |
Kent D. Aloia HOGE FINANCIAL SERVICES, LLC | 40,644 | $8.92M | $12.04M | $3.12M | 34.96% |
Thomas Dobbins New Republic Capital, LLC | 1,279 | $324,484.52 | $378,865.38 | $54,380.86 | 16.76% |
Dan Stevenson MIDLAND WEALTH ADVISORS LLC | 3,141 | $677,639 | $930,427.02 | $252,788.02 | 37.3% |
John Hayes LongView Wealth Management | 14,873 | $3.31M | $4.41M | $1.1M | 33.27% |
Norden Group LLC NORDEN GROUP LLC | 833 | $218,136 | $246,751.26 | $28,615.26 | 13.12% |
Brandon Silvia SILVIA MCCOLL WEALTH MANAGEMENT, LLC | 1,110 | $204,253.5 | $328,804.2 | $124,550.7 | 60.98% |
John M Roach Waterway Wealth Management, LLC | 666 | $174,363.27 | $197,282.52 | $22,919.25 | 13.14% |
| TM Timothy Monaco Dechtman Wealth Management, LLC | 56,008 | $13.12M | $16.59M | $3.47M | 26.44% |
Denise Reinert CGC Financial Services, LLC | 857 | $170,448.85 | $252,146.54 | $81,697.69 | 47.93% |
Christopher C. Powers Farther Finance Advisors, LLC | 50,766 | $12.35M | $14.94M | $2.59M | 20.95% |
ANDREW J. BARFOOT Madison Park Capital Advisors, LLC | 18,353 | $5.44M | $5.44M | $561.96 | 0.01% |
DAVID S. SUTPHIN FINANCIAL ADVISORY PARTNERS, LLC | 16,625 | $3.75M | $4.92M | $1.18M | 31.43% |
Schoolcraft Capital LLC Schoolcraft Capital LLC | 6,699 | $1.1M | $1.98M | $883,142.1 | 80.2% |
Patrick J. DiNuzzo DiNuzzo Private Wealth, Inc. | 3,875 | $919,376.52 | $1.14M | $220,725.98 | 24.01% |