| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Nancy Smetek Arcataur Capital Management LLC | 1,947 | $514,024.61 | $716,904.85 | $202,880.24 | 39.47% |
Rajiv Shah KINGSWOOD WEALTH ADVISORS, LLC | 62,924 | $19.84M | $23.17M | $3.33M | 16.76% |
Bradley H. Owens LJI Wealth Management, LLC | 80,375 | $22.78M | $29.59M | $6.81M | 29.91% |
Carrie Miller Trellis Wealth Advisors LLC | 84,658 | $16.19M | $31.17M | $14.99M | 92.59% |
Jeremy Sorci Premier Financial Group | 299 | $100,823 | $110,094.79 | $9,271.79 | 9.2% |
Annmarie Young KPP Advisory Services LLC | 4,637 | $1.23M | $1.71M | $476,539.03 | 38.72% |
| MWS MFA Wealth Services MFA Wealth Services | 5,791 | $1.69M | $2.13M | $445,875.88 | 26.44% |
Certus Wealth Management LLC Certus Wealth Management, LLC | 2,266 | $501,239.44 | $834,363.84 | $333,124.4 | 66.46% |
Lars Phillips RAM Investment Partners, LLC | 4,212 | $1.01M | $1.55M | $537,230.56 | 53% |
Kent D. Aloia HOGE FINANCIAL SERVICES, LLC | 735 | $244,837.59 | $270,634.34 | $25,796.75 | 10.54% |
Alisha Arvold Christopher J. Hasenberg, Inc | 13,347 | $3.81M | $4.91M | $1.11M | 29.04% |
Andrew Stafford PREVAIL INNOVATIVE WEALTH ADVISORS, LLC | 2,658 | $877,020.95 | $978,702.15 | $101,681.2 | 11.59% |
Thomas Dobbins New Republic Capital, LLC | 9,996 | $2.28M | $3.68M | $1.4M | 61.58% |
Dan Stevenson MIDLAND WEALTH ADVISORS LLC | 19,384 | $4.63M | $7.14M | $2.51M | 54.16% |
John Hayes LongView Wealth Management | 11,007 | $2.79M | $4.05M | $1.26M | 45.25% |
| SMR Stephen M Reiches Rappaport Reiches Capital Management, LLC | 30,432 | $7.6M | $11.21M | $3.6M | 47.37% |
Andrew Halac Talon Private Wealth, LLC | 2,374 | $665,583.9 | $874,130.52 | $208,546.62 | 31.33% |
Norden Group LLC NORDEN GROUP LLC | 1,440 | $394,676.38 | $530,222.39 | $135,546.01 | 34.34% |
Andrew Parsons Corrigan Financial, Inc. | 3,870 | $1.06M | $1.42M | $361,341.66 | 33.97% |
Andrew Agosta Prosperity Financial Group, Inc. | 3,339 | $960,515.55 | $1.23M | $268,937.61 | 28% |