| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Bluestem Wealth Partners LLC BlueStem Wealth Partners, LLC | 2,525 | $229,150 | $266,248.62 | $37,098.62 | 16.19% |
Able Financial Group LLC ABLE Financial Group, LLC | 3,683 | $410,616.42 | $384,505.2 | -$26,111.22 | -6.36% |
Benjamin J. Jones National Wealth Management Group, LLC | 2,282 | $207,106 | $238,332.08 | $31,226.08 | 15.08% |
Joe-Ben O'Banion TITLEIST ASSET MANAGEMENT, LLC | 3,523 | $398,777.5 | $369,175.17 | -$29,602.33 | -7.42% |
Trivant Custom Portfolio Group LLC Trivant Custom Portfolio Group, LLC | 14,613 | $1.49M | $1.53M | $41,163.39 | 2.76% |
Jorge Paganin Abacus Wealth Partners, LLC | 7,751 | $971,111.01 | $811,800.98 | -$159,310.03 | -16.4% |
| 3IP 3Chopt Investment Partners LLC 3Chopt Investment Partners, LLC | 5,602 | $738,893.58 | $585,184.92 | -$153,708.66 | -20.8% |
Staci Compagno Portside Wealth Group, LLC | 3,877 | $440,829.54 | $405,476.04 | -$35,353.5 | -8.02% |
Courtney Holt Compound Planning, Inc. | 119,850 | $11.85M | $12.56M | $711,543.03 | 6.01% |
Katherine Stoner Empower Advisory Group, LLC | 934,540 | $96.55M | $97.77M | $1.22M | 1.26% |
Nemes Rush Group LLC Nemes Rush Group LLC | 1,984 | $223,331.04 | $207,804.16 | -$15,526.88 | -6.95% |
Scott Kapusta First County Bank /CT/ | 3,799 | $415,221.4 | $397,869.27 | -$17,352.13 | -4.18% |
Ian Wang Plato Investment Management Ltd | 44,606 | $5.01M | $4.67M | -$349,869.68 | -6.98% |
Shawn Scholz Impact Partnership Wealth, LLC | 9,450 | $857,448 | $990,265.5 | $132,817.5 | 15.49% |
Chad Tobin Slagle Financial, LLC | 3,572 | $391,838.1 | $376,649.54 | -$15,188.56 | -3.88% |
| PSF Prairie Sky Financial Group LLC Prairie Sky Financial Group LLC | 102,036 | $11.72M | $10.67M | -$1.05M | -8.93% |
John Shanley Aspect Partners, LLC | 117 | $15,913.09 | $12,240.54 | -$3,672.55 | -23.08% |
Jane Bortnem Cherry Tree Wealth Management, LLC | 1,416 | $177,411.03 | $148,226.88 | -$29,184.15 | -16.45% |
Driton Bilali Ilex Capital Partners (UK) LLP | 1.08M | $98.16M | $113.62M | $15.46M | 15.75% |
Nancy Smetek Arcataur Capital Management LLC | 5,959 | $650,621.88 | $625,158.69 | -$25,463.19 | -3.91% |