| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| WRP Werba Rubin Papier Wealth Management Werba Rubin Papier Wealth Management | 17,897 | $2.87M | $3.68M | $817,913.79 | 28.54% |
Matthew T. Miler MilWealth Group LLC | 58 | $5,517.95 | $11,885.36 | $6,367.41 | 115.39% |
| PIL PFG Investments LLC PFG Investments LLC | 3,893 | $621,026.88 | $797,597.84 | $176,570.96 | 28.43% |
| JMD John Michael Dodds Dodds Wealth LLC | 1,423 | $207,124.25 | $291,302.33 | $84,178.08 | 40.64% |
Michael Yoder Yoder Wealth Management Inc. | 2,907 | $421,544 | $598,231.53 | $176,687.53 | 41.91% |
Brian Lawrence North Ridge Wealth Advisors Inc. | 257 | $46,874.14 | $53,051.22 | $6,177.08 | 13.18% |
Jacob Going Alpine Bank Wealth Management | 29,233 | $4.9M | $6.01M | $1.11M | 22.66% |
| PVI Pine Valley Investments Ltd. Liability Co. Pine Valley Investments Ltd. Liability Co. | 1,603 | $260,194.18 | $329,440.54 | $69,246.36 | 26.61% |
Brian Glas Noble Family Wealth, LLC | 6,995 | $1.04M | $1.43M | $397,734.73 | 38.41% |
Andrew Kirchner ELEVATION WEALTH PARTNERS, LLC | 2,194 | $320,896.14 | $449,561.57 | $128,665.43 | 40.1% |
Alexandra Stickelman Root Financial Partners, LLC | 5,131 | $935,490.27 | $1.06M | $119,751.7 | 12.8% |
Joe-Ben O'Banion TITLEIST ASSET MANAGEMENT, LLC | 1,165 | $210,097.77 | $239,489.05 | $29,391.28 | 13.99% |
Courtney Holt Compound Planning, Inc. | 3,335 | $542,167.72 | $683,008 | $140,840.28 | 25.98% |
Katherine Stoner Empower Advisory Group, LLC | 4,156 | $578,986.28 | $852,707.3 | $273,721.02 | 47.28% |
Megan J. Lottier Rockwood Wealth Management, LLC | 1,120 | $206,393.72 | $231,638.4 | $25,244.68 | 12.23% |
Rajiv Shah KINGSWOOD WEALTH ADVISORS, LLC | 14,152 | $2.43M | $2.9M | $466,621.02 | 19.19% |
Annmarie Young KPP Advisory Services LLC | 18,771 | $3.01M | $3.86M | $847,235.4 | 28.11% |
Thomas Dobbins New Republic Capital, LLC | 734 | $99,265.93 | $150,965.45 | $51,699.52 | 52.08% |
Andrew Halac Talon Private Wealth, LLC | 24,895 | $4.58M | $5.14M | $553,472.41 | 12.08% |
Berkeley Harrison Sterling Financial Group, Inc. | 10,520 | $1.42M | $2.16M | $732,665.25 | 51.5% |