| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
David Silver INSTRUMENTAL WEALTH, LLC | 1,435 | $243,778 | $263,164.65 | $19,386.65 | 7.95% |
Andrew Kirchner ELEVATION WEALTH PARTNERS, LLC | 320 | $49,863.48 | $59,267.2 | $9,403.72 | 18.86% |
Brett Pohl Invera Wealth Advisors, LLC | 2,457 | $417,395.16 | $480,146.94 | $62,751.78 | 15.03% |
Alexandra Stickelman Root Financial Partners, LLC | 4,953 | $648,991.74 | $967,915.26 | $318,923.52 | 49.14% |
Able Financial Group LLC ABLE Financial Group, LLC | 8,557 | $1.14M | $1.67M | $535,094.11 | 47.06% |
Benjamin J. Jones National Wealth Management Group, LLC | 6,665 | $971,156.91 | $1.3M | $331,317.39 | 34.12% |
Joe-Ben O'Banion TITLEIST ASSET MANAGEMENT, LLC | 1,038 | $211,296 | $202,845.96 | -$8,450.04 | -4% |
Trivant Custom Portfolio Group LLC Trivant Custom Portfolio Group, LLC | 10,027 | $1.7M | $1.83M | $126,153.66 | 7.4% |
Jorge Paganin Abacus Wealth Partners, LLC | 4,379 | $572,707.43 | $855,744.18 | $283,036.75 | 49.42% |
| 3IP 3Chopt Investment Partners LLC 3Chopt Investment Partners, LLC | 2,039 | $265,138.27 | $398,461.38 | $133,323.11 | 50.28% |
Staci Compagno Portside Wealth Group, LLC | 6,588 | $781,616.33 | $1.29M | $505,810.63 | 64.71% |
Courtney Holt Compound Planning, Inc. | 37,124 | $5.5M | $6.8M | $1.31M | 23.79% |
Katherine Stoner Empower Advisory Group, LLC | 12,592 | $1.44M | $2.46M | $1.02M | 71.25% |
Nemes Rush Group LLC Nemes Rush Group LLC | 5,034 | $419,255.64 | $924,041.04 | $504,785.4 | 120.4% |
ELEVATUS WELATH MANAGEMENT ELEVATUS WELATH MANAGEMENT | 1,772 | $301,028 | $346,284.24 | $45,256.24 | 15.03% |
Ian Wang Plato Investment Management Ltd | 24,790 | $2.75M | $4.84M | $2.09M | 76.1% |
John Shanley Aspect Partners, LLC | 178 | $20,003.21 | $32,362.18 | $12,358.97 | 61.78% |
Jane Bortnem Cherry Tree Wealth Management, LLC | 298 | $36,476.69 | $58,235.16 | $21,758.47 | 59.65% |
Rajiv Shah KINGSWOOD WEALTH ADVISORS, LLC | 6,582 | $817,349.24 | $1.21M | $390,052.84 | 47.72% |
| ACL AIFG Consultants Ltd. AIFG Consultants Ltd. | 3,171 | $345,964.34 | $579,991.75 | $234,027.41 | 67.64% |