| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Nancy Smetek Arcataur Capital Management LLC | 1,947 | $514,024.61 | $738,360.81 | $224,336.2 | 43.64% |
Rajiv Shah KINGSWOOD WEALTH ADVISORS, LLC | 62,924 | $19.84M | $23.55M | $3.71M | 18.68% |
Bradley H. Owens LJI Wealth Management, LLC | 80,375 | $22.78M | $30.4M | $7.62M | 33.43% |
Carrie Miller Trellis Wealth Advisors LLC | 84,658 | $16.19M | $32.38M | $16.2M | 100.06% |
Jeremy Sorci Premier Financial Group | 299 | $100,823 | $113,832.29 | $13,009.29 | 12.9% |
Annmarie Young KPP Advisory Services LLC | 4,637 | $1.23M | $1.74M | $509,485.89 | 41.39% |
| MWS MFA Wealth Services MFA Wealth Services | 5,791 | $1.69M | $2.17M | $486,876.22 | 28.87% |
Certus Wealth Management LLC Certus Wealth Management, LLC | 2,266 | $501,239.44 | $856,344.06 | $355,104.62 | 70.85% |
Lars Phillips RAM Investment Partners, LLC | 4,212 | $1.01M | $1.58M | $566,798.84 | 55.92% |
Kent D. Aloia HOGE FINANCIAL SERVICES, LLC | 735 | $244,837.59 | $275,794.05 | $30,956.46 | 12.64% |
Alisha Arvold Christopher J. Hasenberg, Inc | 13,347 | $3.81M | $5.01M | $1.2M | 31.45% |
Andrew Stafford PREVAIL INNOVATIVE WEALTH ADVISORS, LLC | 2,658 | $877,020.95 | $1.02M | $140,729.91 | 16.05% |
Thomas Dobbins New Republic Capital, LLC | 9,996 | $2.28M | $3.78M | $1.5M | 66.02% |
Dan Stevenson MIDLAND WEALTH ADVISORS LLC | 19,384 | $4.63M | $7.28M | $2.65M | 57.21% |
John Hayes LongView Wealth Management | 11,007 | $2.79M | $4.18M | $1.39M | 49.74% |
| SMR Stephen M Reiches Rappaport Reiches Capital Management, LLC | 30,432 | $7.6M | $11.52M | $3.91M | 51.44% |
Andrew Halac Talon Private Wealth, LLC | 2,499 | $711,847.11 | $943,772.34 | $231,925.23 | 32.58% |
Norden Group LLC NORDEN GROUP LLC | 1,440 | $394,676.38 | $540,388.8 | $145,712.42 | 36.92% |
Andrew Parsons Corrigan Financial, Inc. | 3,870 | $1.06M | $1.48M | $417,031 | 39.21% |
Andrew Agosta Prosperity Financial Group, Inc. | 3,339 | $960,515.55 | $1.27M | $311,810.4 | 32.46% |