| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Jane Bortnem Cherry Tree Wealth Management, LLC | 94,311 | $13.5M | $20.57M | $7.07M | 52.36% |
| DT Derek Tinnin Altiora Financial Group, LLC | 3,298 | $507,459.19 | $719,755.52 | $212,296.33 | 41.84% |
Kure Advisory LLC Kure Advisory, LLC | 1,339 | $200,185.74 | $292,223.36 | $92,037.62 | 45.98% |
Melissa Imbrogno BROWN WEALTH MANAGEMENT, LLC | 98,675 | $16.82M | $21.53M | $4.72M | 28.04% |
Rajiv Shah KINGSWOOD WEALTH ADVISORS, LLC | 188,101 | $35.11M | $41.02M | $5.91M | 16.83% |
Annmarie Young KPP Advisory Services LLC | 5,188 | $899,546.17 | $1.13M | $231,796.32 | 25.77% |
| MWS MFA Wealth Services MFA Wealth Services | 1,052 | $206,435 | $229,588.48 | $23,153.48 | 11.22% |
Certus Wealth Management LLC Certus Wealth Management, LLC | 36,071 | $6.26M | $7.87M | $1.61M | 25.8% |
Lars Phillips RAM Investment Partners, LLC | 1,442 | $244,405.5 | $314,455.64 | $70,050.14 | 28.66% |
Kent D. Aloia HOGE FINANCIAL SERVICES, LLC | 67,085 | $10.77M | $14.64M | $3.88M | 36% |
Alisha Arvold Christopher J. Hasenberg, Inc | 154 | $26,711.36 | $33,490.33 | $6,778.97 | 25.38% |
Andrew Stafford PREVAIL INNOVATIVE WEALTH ADVISORS, LLC | 1,499 | $267,227.39 | $325,987.08 | $58,759.69 | 21.99% |
Thomas Dobbins New Republic Capital, LLC | 2,999 | $534,785.4 | $653,989.23 | $119,203.83 | 22.29% |
Dan Stevenson MIDLAND WEALTH ADVISORS LLC | 260,027 | $39.73M | $56.7M | $16.98M | 42.73% |
John Hayes LongView Wealth Management | 17,257 | $2.84M | $3.76M | $924,973.89 | 32.62% |
| SMR Stephen M Reiches Rappaport Reiches Capital Management, LLC | 1,201 | $207,461 | $261,900.99 | $54,439.99 | 26.24% |
Andrew Halac Talon Private Wealth, LLC | 21,591 | $3.91M | $4.71M | $801,798.3 | 20.52% |
Norden Group LLC NORDEN GROUP LLC | 6,804 | $1.3M | $1.48M | $184,246.05 | 14.18% |
Andrew Parsons Corrigan Financial, Inc. | 42,636 | $3.72M | $9.3M | $5.57M | 149.73% |
Elliot Kallen Prosperity Wealth Management, Inc. | 1,215 | $227,052.97 | $264,953.96 | $37,900.99 | 16.69% |