| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Amber Anderson Aspen Wealth Strategies LLC | 28,720 | $733,864.56 | $734,226.8 | $362.24 | 0.05% |
| PIL PFG Investments LLC PFG Investments LLC | 422,234 | $10.77M | $10.84M | $66,437.31 | 0.62% |
Scott Boyce Decker Retirement Planning Inc. | 204 | $5,183.1 | $5,226.48 | $43.38 | 0.84% |
Andrew Kirchner ELEVATION WEALTH PARTNERS, LLC | 848 | $21,539.2 | $21,395.04 | -$144.16 | -0.67% |
Staci Compagno Portside Wealth Group, LLC | 22,550 | $541,432.12 | $575,476 | $34,043.88 | 6.29% |
Courtney Holt Compound Planning, Inc. | 39,717 | $934,570.38 | $1M | $67,489.53 | 7.22% |
John Shanley Aspect Partners, LLC | 347 | $8,776.8 | $8,754.81 | -$21.99 | -0.25% |
Hovig Melkonian LAZARI CAPITAL MANAGEMENT, INC. | 29,705 | $684,213 | $749,308.62 | $65,095.62 | 9.51% |
Rajiv Shah KINGSWOOD WEALTH ADVISORS, LLC | 71,378 | $1.8M | $1.83M | $31,528.68 | 1.76% |
Alisha Arvold Christopher J. Hasenberg, Inc | 330 | $8,382 | $8,324.25 | -$57.75 | -0.69% |
Andrew Stafford PREVAIL INNOVATIVE WEALTH ADVISORS, LLC | 333,084 | $8.46M | $8.4M | -$59,955.12 | -0.71% |
Andrew Halac Talon Private Wealth, LLC | 11,511 | $292,739.4 | $289,789.42 | -$2,949.98 | -1.01% |
Norden Group LLC NORDEN GROUP LLC | 135,967 | $3.42M | $3.43M | $14,719.41 | 0.43% |
Robert Green LECAP ASSET MANAGEMENT LTD | 58,765 | $1.47M | $1.5M | $29,309.47 | 1.99% |
| AA Andrew Alkon EntryPoint Capital, LLC | 63,577 | $1.61M | $1.6M | -$11,443.86 | -0.71% |
Christopher C. Powers Farther Finance Advisors, LLC | 36,947 | $922,197.12 | $932,542.28 | $10,345.16 | 1.12% |
Anthony Moeller MN Wealth Advisors, LLC | 10,798 | $270,181.88 | $272,325.56 | $2,143.68 | 0.79% |
Mathieu Cornu Pictet Asset Management Holding SA | 172,149 | $4.21M | $4.4M | $188,860.81 | 4.48% |
| SPS Sean P. Skuja QRG CAPITAL MANAGEMENT, INC. | 570,650 | $14.24M | $14.56M | $325,085.2 | 2.28% |
Envestnet Portfolio Solutions Inc. Envestnet Portfolio Solutions, Inc. | 78,955 | $1.96M | $2.01M | $51,734.38 | 2.64% |