| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Courtney Holt Compound Planning, Inc. | 10,030 | $610,941.11 | $830,985.5 | $220,044.39 | 36.02% |
Katherine Stoner Empower Advisory Group, LLC | 231,183 | $13.12M | $19.78M | $6.66M | 50.76% |
Nemes Rush Group LLC Nemes Rush Group LLC | 271 | $16,550.19 | $23,219.28 | $6,669.09 | 40.3% |
Megan J. Lottier Rockwood Wealth Management, LLC | 6,602 | $489,181.38 | $546,975.7 | $57,794.32 | 11.81% |
Jane Bortnem Cherry Tree Wealth Management, LLC | 139,109 | $7.57M | $11.53M | $3.95M | 52.18% |
| DT Derek Tinnin Altiora Financial Group, LLC | 3,410 | $206,851 | $290,634.3 | $83,783.3 | 40.5% |
Hovig Melkonian LAZARI CAPITAL MANAGEMENT, INC. | 5,708 | $354,807.55 | $472,907.8 | $118,100.25 | 33.29% |
| MRC Martin R. Curiel MYECFO, LLC | 32,445 | $1.7M | $2.77M | $1.06M | 62.24% |
Rajiv Shah KINGSWOOD WEALTH ADVISORS, LLC | 54,572 | $3.71M | $4.52M | $810,625.46 | 21.85% |
| SCL Sykon Capital LLC SYKON CAPITAL LLC | 91,905 | $7.7M | $7.86M | $164,542.7 | 2.14% |
| MWS MFA Wealth Services MFA Wealth Services | 4,626 | $270,447.39 | $383,264.1 | $112,816.71 | 41.71% |
Thomas Dobbins New Republic Capital, LLC | 4,106 | $293,658.31 | $350,693.46 | $57,035.15 | 19.42% |
Dan Stevenson MIDLAND WEALTH ADVISORS LLC | 18,859 | $1.08M | $1.56M | $484,783.09 | 44.98% |
John Hayes LongView Wealth Management | 3,114 | $239,514.57 | $257,994.9 | $18,480.33 | 7.72% |
Peter Sigismondi Ramirez Asset Management, Inc. | 257 | $21,536 | $21,983.78 | $447.78 | 2.08% |
Christopher C. Powers Farther Finance Advisors, LLC | 100,659 | $7.3M | $8.34M | $1.04M | 14.2% |
James Eric Maxwell Maxwell Wealth Strategies Inc. | 17,847 | $1M | $1.48M | $476,693 | 47.58% |
Equita Financial Network Inc. Equita Financial Network, Inc. | 8,794 | $647,314.26 | $728,582.9 | $81,268.64 | 12.55% |
Patrick J. DiNuzzo DiNuzzo Private Wealth, Inc. | 11,754 | $743,801.26 | $973,818.9 | $230,017.64 | 30.92% |
Kevin Orr Centennial Bank/AR/ | 59,717 | $4.32M | $5.09M | $765,456.27 | 17.7% |