| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Douglas J. Eaton Eaton Financial Holdings Company LLC | 1,549 | $208,346.71 | $365,811.84 | $157,465.13 | 75.58% |
Matthew T. Miler MilWealth Group LLC | 194 | $30,005.93 | $45,815.04 | $15,809.11 | 52.69% |
| PIL PFG Investments LLC PFG Investments LLC | 1,597 | $332,494.51 | $377,147.52 | $44,653.01 | 13.43% |
| AW Ariel Weisbard Values Added Financial LLC | 16,363 | $2.44M | $3.86M | $1.43M | 58.68% |
Alexandra Stickelman Root Financial Partners, LLC | 9,016 | $1.74M | $2.13M | $389,382.69 | 22.38% |
Able Financial Group LLC ABLE Financial Group, LLC | 1,096 | $229,195.64 | $258,831.36 | $29,635.72 | 12.93% |
Courtney Holt Compound Planning, Inc. | 2,020 | $363,472.82 | $477,043.2 | $113,570.38 | 31.25% |
Katherine Stoner Empower Advisory Group, LLC | 11,984 | $2.03M | $2.98M | $954,369.8 | 47.06% |
Scott Kapusta First County Bank /CT/ | 2,104 | $279,537.39 | $496,880.64 | $217,343.25 | 77.75% |
Megan J. Lottier Rockwood Wealth Management, LLC | 1,344 | $252,447.84 | $317,399.04 | $64,951.2 | 25.73% |
Krista D. McBeath LANDMARK WEALTH MANAGEMENT, INC. | 53,497 | $9.76M | $12.63M | $2.87M | 29.4% |
Jane Bortnem Cherry Tree Wealth Management, LLC | 251 | $37,357 | $59,276.16 | $21,919.16 | 58.67% |
Lars Phillips RAM Investment Partners, LLC | 925 | $227,744 | $218,448 | -$9,296 | -4.08% |
Thomas Dobbins New Republic Capital, LLC | 328 | $63,208.86 | $79,480.96 | $16,272.1 | 25.74% |
John Hayes LongView Wealth Management | 2,676 | $439,550 | $631,964.16 | $192,414.16 | 43.78% |
Christopher C. Powers Farther Finance Advisors, LLC | 26,252 | $4.94M | $6.2M | $1.26M | 25.55% |
Kevin Orr Centennial Bank/AR/ | 2,303 | $473,957.52 | $569,624.02 | $95,666.5 | 20.18% |
Jon Greer GSG Advisors LLC | 7,015 | $1.02M | $1.75M | $723,701.72 | 70.8% |
| SPS Sean P. Skuja QRG CAPITAL MANAGEMENT, INC. | 1,942 | $370,067.45 | $458,622.72 | $88,555.27 | 23.93% |
Christopher Barr Red Mountain Financial, LLC | 4,721 | $805,613.78 | $1.11M | $309,297.58 | 38.39% |