| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Jesse Haller Compass Financial Group Inc./SD | 18,474 | $648,991.62 | $1.53M | $876,314.19 | 135.03% |
John Canning Mi LLCreek Capital Advisors LLC | 5,694 | $350,791.64 | $470,125.11 | $119,333.47 | 34.02% |
| SH Scott Highmark Mosaic Family Wealth Partners LLC | 87,648 | $3.4M | $7.24M | $3.83M | 112.69% |
| FFL Financial Freedom LLC Financial Freedom LLC | 36 | $2,349 | $2,972.34 | $623.34 | 26.54% |
| RH Robert Hackenberg Northeast Financial Group Inc. | 4,704 | $170,105.73 | $388,385.76 | $218,280.03 | 128.32% |
David Gutierrez Gutierrez Wealth Advisory LLC | 18,942 | $1.26M | $1.56M | $306,518.04 | 24.38% |
Jill Batley Gateway Wealth Partners LLC | 16,884 | $1.14M | $1.39M | $249,006.15 | 21.77% |
Christopher E. Jaccard Financial Alternatives Inc. | 3,732 | $207,628.18 | $307,871.34 | $100,243.16 | 48.28% |
| PIL PFG Investments LLC PFG Investments LLC | 12,900 | $631,940.18 | $1.06M | $429,600.82 | 67.98% |
| CWL Channel Wealth LLC Channel Wealth LLC | 3,582 | $238,614.55 | $295,658.28 | $57,043.73 | 23.91% |
Andrew Kirchner ELEVATION WEALTH PARTNERS, LLC | 816 | $59,412.07 | $67,148.64 | $7,736.57 | 13.02% |
Gregory Bosch Strategies Wealth Advisors, LLC | 127,464 | $6.4M | $10.52M | $4.12M | 64.35% |
Alexandra Stickelman Root Financial Partners, LLC | 18,456 | $1.26M | $1.52M | $261,071.05 | 20.76% |
Courtney Holt Compound Planning, Inc. | 17,370 | $1.13M | $1.43M | $299,267.06 | 26.48% |
Katherine Stoner Empower Advisory Group, LLC | 9,162 | $619,958.59 | $753,940.98 | $133,982.39 | 21.61% |
Nemes Rush Group LLC Nemes Rush Group LLC | 306 | $22,673.99 | $25,180.74 | $2,506.75 | 11.06% |
Jane Bortnem Cherry Tree Wealth Management, LLC | 822 | $47,747.83 | $67,668.68 | $19,920.85 | 41.72% |
Rajiv Shah KINGSWOOD WEALTH ADVISORS, LLC | 29,142 | $1.57M | $2.4M | $830,124.47 | 52.89% |
Christopher C. Powers Farther Finance Advisors, LLC | 32,154 | $1.89M | $2.6M | $702,697.98 | 37.11% |
NICOLE MARTIN Arlington Trust Co LLC | 612 | $40,447.08 | $50,367.6 | $9,920.52 | 24.53% |