| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Katherine Stoner Empower Advisory Group, LLC | 24,787 | $1.68M | $2.17M | $492,938.75 | 29.4% |
| SML Sweeney & Michel LLC SWEENEY & MICHEL, LLC | 3,615 | $274,087.43 | $313,890.45 | $39,803.02 | 14.52% |
Nemes Rush Group LLC Nemes Rush Group LLC | 1,306 | $111,630 | $114,536.2 | $2,906.2 | 2.6% |
Megan J. Lottier Rockwood Wealth Management, LLC | 4,743 | $350,829.59 | $401,210.37 | $50,380.78 | 14.36% |
John Shanley Aspect Partners, LLC | 768 | $63,876.51 | $64,965.12 | $1,088.61 | 1.7% |
Jane Bortnem Cherry Tree Wealth Management, LLC | 84,214 | $4.76M | $7.12M | $2.36M | 49.51% |
| DT Derek Tinnin Altiora Financial Group, LLC | 104,712 | $6.56M | $9.09M | $2.54M | 38.69% |
Hovig Melkonian LAZARI CAPITAL MANAGEMENT, INC. | 4,094 | $285,992.94 | $346,311.46 | $60,318.52 | 21.09% |
Rajiv Shah KINGSWOOD WEALTH ADVISORS, LLC | 60,420 | $4.45M | $5.11M | $664,329 | 14.94% |
| SCL Sykon Capital LLC SYKON CAPITAL LLC | 252,242 | $19.45M | $22.08M | $2.63M | 13.53% |
Bradley H. Owens LJI Wealth Management, LLC | 3,022 | $222,551.53 | $255,630.98 | $33,079.45 | 14.86% |
Carrie Miller Trellis Wealth Advisors LLC | 115,259 | $5.98M | $9.75M | $3.77M | 62.94% |
Annmarie Young KPP Advisory Services LLC | 2,969 | $230,008.78 | $251,147.71 | $21,138.93 | 9.19% |
Lars Phillips RAM Investment Partners, LLC | 8,767 | $644,024 | $741,600.53 | $97,576.53 | 15.15% |
Kent D. Aloia HOGE FINANCIAL SERVICES, LLC | 4,704 | $285,490.61 | $397,911.36 | $112,420.75 | 39.38% |
Alisha Arvold Christopher J. Hasenberg, Inc | 24 | $1,414.24 | $2,030.16 | $615.92 | 43.55% |
Thomas Dobbins New Republic Capital, LLC | 39,567 | $2.8M | $3.46M | $660,664.43 | 23.58% |
John Hayes LongView Wealth Management | 3,340 | $234,088.62 | $282,530.6 | $48,441.98 | 20.69% |
| SMR Stephen M Reiches Rappaport Reiches Capital Management, LLC | 5,319 | $339,189.02 | $449,934.21 | $110,745.19 | 32.65% |
Norden Group LLC NORDEN GROUP LLC | 6,057 | $456,940.46 | $512,361.63 | $55,421.17 | 12.13% |