| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Joe-Ben O'Banion TITLEIST ASSET MANAGEMENT, LLC | 16,592 | $3.83M | $5.65M | $1.82M | 47.49% |
Staci Compagno Portside Wealth Group, LLC | 14,675 | $4.63M | $5M | $369,077.67 | 7.98% |
Courtney Holt Compound Planning, Inc. | 34,074 | $8.58M | $11.6M | $3.02M | 35.23% |
Katherine Stoner Empower Advisory Group, LLC | 1,631 | $375,559.93 | $592,640.16 | $217,080.23 | 57.8% |
Nemes Rush Group LLC Nemes Rush Group LLC | 81 | $22,701.03 | $29,637.09 | $6,936.06 | 30.55% |
Jane Bortnem Cherry Tree Wealth Management, LLC | 88 | $22,995.37 | $29,960.48 | $6,965.11 | 30.29% |
Kure Advisory LLC Kure Advisory, LLC | 5,572 | $1.56M | $1.9M | $339,662.91 | 21.81% |
Melissa Imbrogno BROWN WEALTH MANAGEMENT, LLC | 6,546 | $1.6M | $2.23M | $631,310.97 | 39.52% |
Rajiv Shah KINGSWOOD WEALTH ADVISORS, LLC | 16,811 | $4.88M | $5.72M | $841,721.16 | 17.24% |
Annmarie Young KPP Advisory Services LLC | 9,838 | $2.57M | $3.35M | $781,469.28 | 30.43% |
Kent D. Aloia HOGE FINANCIAL SERVICES, LLC | 2,431 | $589,645.75 | $827,658.24 | $238,012.49 | 40.37% |
Alisha Arvold Christopher J. Hasenberg, Inc | 8 | $2,168 | $2,723.68 | $555.68 | 25.63% |
John Hayes LongView Wealth Management | 1,392 | $346,045.08 | $473,920.31 | $127,875.23 | 36.95% |
Andrew Halac Talon Private Wealth, LLC | 11,109 | $3.16M | $3.78M | $622,882.26 | 19.72% |
Norden Group LLC NORDEN GROUP LLC | 848 | $252,987.73 | $288,710.07 | $35,722.34 | 14.12% |
Andrew Parsons Corrigan Financial, Inc. | 51,725 | $8.05M | $17.61M | $9.56M | 118.88% |
Tracey A. Baker CJM Wealth Advisers, Ltd. | 29,920 | $8.24M | $10.19M | $1.95M | 23.68% |
Christopher C. Powers Farther Finance Advisors, LLC | 10,156 | $3.02M | $3.46M | $441,070.24 | 14.62% |
ANDREW J. BARFOOT Madison Park Capital Advisors, LLC | 14,000 | $5.05M | $4.77M | -$284,168.41 | -5.63% |
Ryan Payne Payne Capital Management, LLC | 46,677 | $13.23M | $17.08M | $3.85M | 29.11% |