| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| MH Michaela Herlihy BEACON FINANCIAL PLANNING Inc. | 4,230 | $781,697.78 | $1.25M | $472,010.77 | 60.38% |
| DK Daniel Kauper Milestone Investment Advisors LLC | 1,828 | $329,315.56 | $540,484.76 | $211,169.2 | 64.12% |
Johnathan Kasting DDFG Inc. | 1,946 | $349,806.45 | $575,373.82 | $225,567.37 | 64.48% |
| WPA Wealth Preservation Advisors LLC Wealth Preservation Advisors LLC | 3,360 | $828,199.42 | $993,636 | $165,436.58 | 19.98% |
| WRP Werba Rubin Papier Wealth Management Werba Rubin Papier Wealth Management | 10,540 | $2.52M | $3.12M | $592,248.25 | 23.46% |
| PIL PFG Investments LLC PFG Investments LLC | 1,862 | $471,124.63 | $549,271.38 | $78,146.75 | 16.59% |
| JG Jacob Going Alpine Bank Wealth Management | 4,510 | $1.11M | $1.33M | $227,772.55 | 20.6% |
Andrew Kirchner ELEVATION WEALTH PARTNERS, LLC | 615 | $119,942 | $181,418.85 | $61,476.85 | 51.26% |
Alexandra Stickelman Root Financial Partners, LLC | 713 | $207,291.37 | $210,327.87 | $3,036.5 | 1.46% |
Joe-Ben O'Banion TITLEIST ASSET MANAGEMENT, LLC | 16,649 | $3.47M | $4.91M | $1.44M | 41.58% |
Staci Compagno Portside Wealth Group, LLC | 787 | $202,535 | $231,287.49 | $28,752.49 | 14.2% |
Courtney Holt Compound Planning, Inc. | 3,517 | $979,298.63 | $1.04M | $58,181.2 | 5.94% |
Katherine Stoner Empower Advisory Group, LLC | 1,175 | $314,656.58 | $346,613.25 | $31,956.67 | 10.16% |
Nemes Rush Group LLC Nemes Rush Group LLC | 39 | $10,886.69 | $11,504.61 | $617.92 | 5.68% |
Rajiv Shah KINGSWOOD WEALTH ADVISORS, LLC | 5,697 | $1.5M | $1.68M | $177,759.87 | 11.84% |
Annmarie Young KPP Advisory Services LLC | 8,521 | $2.02M | $2.51M | $494,150.57 | 24.51% |
Alisha Arvold Christopher J. Hasenberg, Inc | 2 | $492 | $596.01 | $104.01 | 21.14% |
Andrew Halac Talon Private Wealth, LLC | 18,889 | $4.78M | $5.56M | $785,948.75 | 16.45% |
Norden Group LLC NORDEN GROUP LLC | 3,197 | $890,149.11 | $941,868.17 | $51,719.06 | 5.81% |
Bradley Harsch Strategic Advocates LLC | 199 | $51,213 | $58,627.39 | $7,414.39 | 14.48% |