| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| RPR Ryan P. Ruggaard Ruggaard & Associates LLC | 1,590 | $268,625.69 | $381,838.5 | $113,212.81 | 42.15% |
| DJE Douglas J. Eaton Eaton Financial Holdings Company LLC | 2,076 | $278,365.09 | $498,551.4 | $220,186.31 | 79.1% |
Matthew T. Miler MilWealth Group LLC | 194 | $30,005.93 | $46,584.25 | $16,578.32 | 55.25% |
| PIL PFG Investments LLC PFG Investments LLC | 1,675 | $348,821.38 | $401,296.5 | $52,475.12 | 15.04% |
| AW Ariel Weisbard Values Added Financial LLC | 16,425 | $2.44M | $3.94M | $1.5M | 61.34% |
Alexandra Stickelman Root Financial Partners, LLC | 9,844 | $1.89M | $2.36M | $467,207.9 | 24.7% |
Able Financial Group LLC ABLE Financial Group, LLC | 1,124 | $235,051 | $269,900.5 | $34,849.5 | 14.83% |
Courtney Holt Compound Planning, Inc. | 2,727 | $508,956.93 | $653,334.66 | $144,377.73 | 28.37% |
Katherine Stoner Empower Advisory Group, LLC | 12,734 | $2.13M | $3.05M | $917,895.93 | 43.03% |
Scott Kapusta First County Bank /CT/ | 2,104 | $279,537.39 | $504,076.32 | $224,538.93 | 80.33% |
Megan J. Lottier Rockwood Wealth Management, LLC | 1,344 | $252,447.84 | $321,861.12 | $69,413.28 | 27.5% |
Krista D. McBeath LANDMARK WEALTH MANAGEMENT, INC. | 51,591 | $9.29M | $12.36M | $3.07M | 32.99% |
Jane Bortnem Cherry Tree Wealth Management, LLC | 251 | $37,357 | $60,108.23 | $22,751.23 | 60.9% |
Thomas Dobbins New Republic Capital, LLC | 398 | $76,698.56 | $95,311.05 | $18,612.49 | 24.27% |
John Hayes LongView Wealth Management | 2,676 | $439,550 | $637,369.65 | $197,819.65 | 45.01% |
Christopher C. Powers Farther Finance Advisors, LLC | 21,380 | $3.74M | $5.09M | $1.35M | 36.2% |
Kevin Orr Centennial Bank/AR/ | 7,612 | $1.57M | $1.82M | $254,495.84 | 16.23% |
Jon Greer GSG Advisors LLC | 7,369 | $1.07M | $1.76M | $691,535.39 | 64.46% |
| SPS Sean P. Skuja QRG CAPITAL MANAGEMENT, INC. | 1,942 | $370,067.45 | $462,331.94 | $92,264.49 | 24.93% |
Christopher Barr Red Mountain Financial, LLC | 4,702 | $800,935.65 | $1.13M | $325,075.85 | 40.59% |