| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Darren Tapley New England Capital Financial Advisors LLC | 8,877 | $366,259.98 | $401,639.86 | $35,379.88 | 9.66% |
| MV Moises Valladares Insigneo Advisory Services LLC | 5,301 | $223,002.41 | $240,373.84 | $17,371.43 | 7.79% |
| TAL TFB Advisors LLC TFB Advisors LLC | 5,549 | $226,004.33 | $251,619.4 | $25,615.07 | 11.33% |
| SH Scott Highmark Mosaic Family Wealth Partners LLC | 5,345 | $218,236 | $242,369.02 | $24,133.02 | 11.06% |
| FFL Financial Freedom LLC Financial Freedom LLC | 2,053 | $77,514.14 | $93,093.28 | $15,579.14 | 20.1% |
Jill Batley Gateway Wealth Partners LLC | 7,070 | $293,100.15 | $320,871.95 | $27,771.8 | 9.48% |
| PIL PFG Investments LLC PFG Investments LLC | 8,071 | $325,875.58 | $365,010.97 | $39,135.39 | 12.01% |
Kelly F. Taylor Whitaker-Myers Wealth Managers Ltd. | 34,370 | $1.51M | $1.56M | $43,125.45 | 2.85% |
| PVI Pine Valley Investments Ltd. Liability Co. Pine Valley Investments Ltd. Liability Co. | 8,471 | $337,842.69 | $383,100.97 | $45,258.28 | 13.4% |
Alexandra Stickelman Root Financial Partners, LLC | 1,469 | $59,982.6 | $66,435.52 | $6,452.92 | 10.76% |
Able Financial Group LLC ABLE Financial Group, LLC | 7,577 | $309,369 | $343,124.44 | $33,755.44 | 10.91% |
Courtney Holt Compound Planning, Inc. | 15,149 | $629,577.36 | $685,113.52 | $55,536.16 | 8.82% |
Andrew Nall PMV Capital Advisers, LLC | 4 | $163 | $180.9 | $17.9 | 10.98% |
Nemes Rush Group LLC Nemes Rush Group LLC | 144 | $5,937.79 | $6,512.4 | $574.61 | 9.68% |
John Shanley Aspect Partners, LLC | 145,203 | $5.83M | $6.47M | $640,899.83 | 10.99% |
Jane Bortnem Cherry Tree Wealth Management, LLC | 585 | $24,202.88 | $26,444.92 | $2,242.04 | 9.26% |
Invenio Wealth Partners LLC INVENIO WEALTH PARTNERS LLC | 123,573 | $5.04M | $5.59M | $546,379.04 | 10.84% |
Annmarie Young KPP Advisory Services LLC | 5,991 | $244,612 | $270,823.15 | $26,211.15 | 10.72% |
John Hayes LongView Wealth Management | 9,050 | $366,283.41 | $411,051 | $44,767.59 | 12.22% |
Andrew Halac Talon Private Wealth, LLC | 113,303 | $4.68M | $5.12M | $445,959.81 | 9.54% |