| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Jorge Paganin Abacus Wealth Partners, LLC | 1,511 | $265,542.97 | $534,350.04 | $268,807.07 | 101.23% |
Staci Compagno Portside Wealth Group, LLC | 5,336 | $1.84M | $1.88M | $48,665.08 | 2.65% |
Courtney Holt Compound Planning, Inc. | 18,224 | $4.93M | $6.47M | $1.54M | 31.25% |
Katherine Stoner Empower Advisory Group, LLC | 6,511 | $1.8M | $2.29M | $491,162.7 | 27.31% |
Megan J. Lottier Rockwood Wealth Management, LLC | 2,610 | $591,434.88 | $929,081.7 | $337,646.82 | 57.09% |
Shawn Scholz Impact Partnership Wealth, LLC | 869 | $273,318.69 | $306,352.91 | $33,034.22 | 12.09% |
Jane Bortnem Cherry Tree Wealth Management, LLC | 1,763 | $359,079.38 | $627,434.09 | $268,354.71 | 74.73% |
| DT Derek Tinnin Altiora Financial Group, LLC | 1,100 | $205,491 | $391,699 | $186,208 | 90.62% |
Hovig Melkonian LAZARI CAPITAL MANAGEMENT, INC. | 1,011 | $271,024.5 | $359,349.84 | $88,325.34 | 32.59% |
Rajiv Shah KINGSWOOD WEALTH ADVISORS, LLC | 20,220 | $5.97M | $7.18M | $1.21M | 20.19% |
John Hayes LongView Wealth Management | 1,676 | $366,137.08 | $594,242.56 | $228,105.48 | 62.3% |
Norden Group LLC NORDEN GROUP LLC | 2,183 | $573,112.37 | $768,001.23 | $194,888.86 | 34.01% |
Denise Reinert CGC Financial Services, LLC | 2,731 | $553,628.2 | $965,094.43 | $411,466.23 | 74.32% |
Christopher C. Powers Farther Finance Advisors, LLC | 46,101 | $12.35M | $16.36M | $4.01M | 32.5% |
Schoolcraft Capital LLC Schoolcraft Capital LLC | 866 | $112,485.87 | $306,992.67 | $194,506.8 | 172.92% |
Jon Greer GSG Advisors LLC | 4,949 | $1.11M | $1.76M | $648,172.46 | 58.34% |
| SPS Sean P. Skuja QRG CAPITAL MANAGEMENT, INC. | 189,661 | $45.26M | $67.27M | $22.01M | 48.64% |
Jeremy Intihar TIAA TRUST, NATIONAL ASSOCIATION | 97,339 | $26.53M | $34.4M | $7.86M | 29.63% |
NICOLE MARTIN Arlington Trust Co LLC | 783 | $246,488.4 | $275,418.68 | $28,930.28 | 11.74% |
Envestnet Portfolio Solutions Inc. Envestnet Portfolio Solutions, Inc. | 12,187 | $3.29M | $4.34M | $1.05M | 32% |