| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Jeffrey Steele Silverlake Wealth Management LLC | 3,211 | $503,028.98 | $718,075.93 | $215,046.95 | 42.75% |
Michaela Herlihy BEACON FINANCIAL PLANNING Inc. | 17,824 | $3.47M | $3.99M | $513,039.91 | 14.77% |
Dino Efthimiou Delta Wealth Advisors LLC | 22,846 | $4.62M | $5.11M | $487,182.47 | 10.54% |
Gregory Bosch Strategies Wealth Advisors, LLC | 31,407 | $4.75M | $7.22M | $2.47M | 51.97% |
Alexandra Stickelman Root Financial Partners, LLC | 2,469 | $459,508.2 | $552,142.47 | $92,634.27 | 20.16% |
Joe-Ben O'Banion TITLEIST ASSET MANAGEMENT, LLC | 11,659 | $2.41M | $2.61M | $200,427.63 | 8.33% |
Courtney Holt Compound Planning, Inc. | 1,346 | $248,454.61 | $301,005.98 | $52,551.37 | 21.15% |
Nemes Rush Group LLC Nemes Rush Group LLC | 512 | $110,044.36 | $117,693.44 | $7,649.08 | 6.95% |
Rajiv Shah KINGSWOOD WEALTH ADVISORS, LLC | 2,027 | $415,186.73 | $453,298.01 | $38,111.28 | 9.18% |
Christopher C. Powers Farther Finance Advisors, LLC | 19,327 | $3.68M | $4.32M | $639,438.36 | 17.36% |
NICOLE MARTIN Arlington Trust Co LLC | 14,133 | $2.37M | $3.16M | $786,540.79 | 33.13% |
Michael G. Hansen IAMS WEALTH MANAGEMENT, LLC | 17,063 | $3.49M | $3.82M | $327,904.89 | 9.4% |
Kevin Bresler TD Waterhouse Canada Inc. | 7,678 | $1.19M | $1.72M | $522,566.51 | 43.75% |
James Rankin Modern Wealth Management, LLC | 99,005 | $21.7M | $22.76M | $1.06M | 4.86% |
Amir Har-El Savvy Advisors, Inc. | 2,800 | $553,049.49 | $626,164 | $73,114.51 | 13.22% |
Jeff Ramsey Quotient Wealth Partners, LLC | 1,006 | $200,667.24 | $224,971.78 | $24,304.54 | 12.11% |
Kathryn Miceli Kiely Wealth Advisory Group, Inc. | 11,640 | $1.99M | $2.6M | $616,380.2 | 31.03% |
Benjamin Carter Turtle Creek Wealth Advisors, LLC | 2,755 | $549,539.87 | $616,100.65 | $66,560.78 | 12.11% |
Kevin Stillman Evernest Financial Advisors, LLC | 2,143 | $427,392.84 | $479,239.09 | $51,846.25 | 12.13% |
Michelle Taylor BALANCED WEALTH GROUP LLC | 20,118 | $3.47M | $4.58M | $1.11M | 31.88% |