| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| CWL Channel Wealth LLC Channel Wealth LLC | 3,135 | $288,045.71 | $400,809.75 | $112,764.04 | 39.15% |
| AW ARIN WESNITZER Pinnacle West Asset Management, Inc. | 4,665 | $421,240 | $581,492.25 | $160,252.25 | 38.04% |
Andrew Kirchner ELEVATION WEALTH PARTNERS, LLC | 194 | $23,705.93 | $24,802.9 | $1,096.97 | 4.63% |
Joe-Ben O'Banion TITLEIST ASSET MANAGEMENT, LLC | 1,985 | $231,951.69 | $253,782.25 | $21,830.56 | 9.41% |
| 3IP 3Chopt Investment Partners LLC 3Chopt Investment Partners, LLC | 2,516 | $275,122.93 | $321,670.6 | $46,547.67 | 16.92% |
Staci Compagno Portside Wealth Group, LLC | 9,786 | $914,543.78 | $1.25M | $336,596.32 | 36.8% |
Courtney Holt Compound Planning, Inc. | 11,068 | $1.07M | $1.42M | $347,908.74 | 32.6% |
Katherine Stoner Empower Advisory Group, LLC | 883,476 | $81.3M | $110.13M | $28.82M | 35.45% |
Nemes Rush Group LLC Nemes Rush Group LLC | 1,135 | $103,614.41 | $142,556 | $38,941.59 | 37.58% |
ELEVATUS WELATH MANAGEMENT ELEVATUS WELATH MANAGEMENT | 1,752 | $229,660.43 | $218,386.8 | -$11,273.63 | -4.91% |
Scott Kapusta First County Bank /CT/ | 10,284 | $929,465.63 | $1.31M | $385,343.77 | 41.46% |
Chad Tobin Slagle Financial, LLC | 23,546 | $3.22M | $3.01M | -$210,975.9 | -6.55% |
| PSF Prairie Sky Financial Group LLC Prairie Sky Financial Group LLC | 3,429 | $288,750.58 | $438,397.65 | $149,647.07 | 51.83% |
John Shanley Aspect Partners, LLC | 82 | $8,508.25 | $10,483.7 | $1,975.45 | 23.22% |
Rajiv Shah KINGSWOOD WEALTH ADVISORS, LLC | 16,620 | $1.87M | $2.12M | $254,289.78 | 13.59% |
Annmarie Young KPP Advisory Services LLC | 2,594 | $292,054.22 | $331,642.9 | $39,588.68 | 13.56% |
| MWS MFA Wealth Services MFA Wealth Services | 2,139 | $282,968.9 | $273,471.15 | -$9,497.75 | -3.36% |
Tony Macafee UniSuper Management Pty Ltd | 60,131 | $6.07M | $7.55M | $1.49M | 24.51% |
Alisha Arvold Christopher J. Hasenberg, Inc | 191 | $16,445 | $24,419.35 | $7,974.35 | 48.49% |
Norden Group LLC NORDEN GROUP LLC | 20,013 | $2.01M | $2.56M | $550,506.2 | 27.41% |