| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Rajiv Shah KINGSWOOD WEALTH ADVISORS, LLC | 192,157 | $35.99M | $42.26M | $6.27M | 17.42% |
Annmarie Young KPP Advisory Services LLC | 5,685 | $1.01M | $1.25M | $242,558.38 | 24.07% |
| MWS MFA Wealth Services MFA Wealth Services | 1,057 | $207,525.04 | $232,487.15 | $24,962.11 | 12.03% |
Certus Wealth Management LLC Certus Wealth Management, LLC | 36,071 | $6.26M | $7.93M | $1.68M | 26.79% |
Lars Phillips RAM Investment Partners, LLC | 1,445 | $245,059.46 | $317,827.75 | $72,768.29 | 29.69% |
Kent D. Aloia HOGE FINANCIAL SERVICES, LLC | 66,802 | $10.72M | $14.69M | $3.97M | 37.03% |
Alisha Arvold Christopher J. Hasenberg, Inc | 73,650 | $13.02M | $16.2M | $3.18M | 24.45% |
Andrew Stafford PREVAIL INNOVATIVE WEALTH ADVISORS, LLC | 1,338 | $238,772.26 | $294,293.1 | $55,520.84 | 23.25% |
Thomas Dobbins New Republic Capital, LLC | 3,006 | $536,310.78 | $677,086.47 | $140,775.69 | 26.25% |
Dan Stevenson MIDLAND WEALTH ADVISORS LLC | 243,137 | $37.2M | $53.48M | $16.28M | 43.75% |
John Hayes LongView Wealth Management | 16,939 | $2.79M | $3.73M | $937,691.56 | 33.63% |
| SMR Stephen M Reiches Rappaport Reiches Capital Management, LLC | 1,201 | $207,461 | $264,159.95 | $56,698.95 | 27.33% |
Andrew Halac Talon Private Wealth, LLC | 21,591 | $3.91M | $4.75M | $842,408.81 | 21.56% |
Norden Group LLC NORDEN GROUP LLC | 6,682 | $1.28M | $1.47M | $193,510.57 | 15.16% |
Andrew Parsons Corrigan Financial, Inc. | 42,636 | $3.72M | $9.38M | $5.65M | 151.88% |
Elliot Kallen Prosperity Wealth Management, Inc. | 1,215 | $227,052.97 | $267,239.25 | $40,186.28 | 17.7% |
Peter Sigismondi Ramirez Asset Management, Inc. | 300 | $55,947 | $67,887 | $11,940 | 21.34% |
Tracey A. Baker CJM Wealth Advisers, Ltd. | 63,607 | $8.74M | $13.99M | $5.25M | 60.08% |
Denise Reinert CGC Financial Services, LLC | 3,909 | $555,468.76 | $859,784.55 | $304,315.79 | 54.79% |
Christopher C. Powers Farther Finance Advisors, LLC | 686,893 | $132.02M | $151.08M | $19.06M | 14.44% |