| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| SB Scott Boyce Decker Retirement Planning Inc. | 86 | $18,019.35 | $19,153.92 | $1,134.57 | 6.3% |
| AW ARIN WESNITZER Pinnacle West Asset Management, Inc. | 4,640 | $966,717.26 | $1.03M | $66,703.54 | 6.9% |
Andrew Kirchner ELEVATION WEALTH PARTNERS, LLC | 335 | $71,621.75 | $74,611.2 | $2,989.45 | 4.17% |
Gregory Bosch Strategies Wealth Advisors, LLC | 2,238 | $383,298.67 | $498,447.36 | $115,148.69 | 30.04% |
Legacy Capital Group California Inc. Legacy Capital Group California, Inc. | 1,856 | $388,887.71 | $413,368.32 | $24,480.61 | 6.3% |
Alexandra Stickelman Root Financial Partners, LLC | 762 | $159,661.88 | $168,752.52 | $9,090.64 | 5.69% |
Joe-Ben O'Banion TITLEIST ASSET MANAGEMENT, LLC | 27,220 | $5.11M | $6.04M | $929,671.18 | 18.2% |
Staci Compagno Portside Wealth Group, LLC | 24,393 | $4.72M | $5.42M | $690,471.51 | 14.61% |
Courtney Holt Compound Planning, Inc. | 23,958 | $5.02M | $5.31M | $289,416.49 | 5.77% |
Katherine Stoner Empower Advisory Group, LLC | 357,659 | $72.46M | $79.35M | $6.89M | 9.51% |
| SML Sweeney & Michel LLC SWEENEY & MICHEL, LLC | 1,291 | $272,073.06 | $287,531.52 | $15,458.46 | 5.68% |
Nemes Rush Group LLC Nemes Rush Group LLC | 1,021 | $244,904.44 | $225,794.15 | -$19,110.29 | -7.8% |
ELEVATUS WELATH MANAGEMENT ELEVATUS WELATH MANAGEMENT | 1,061 | $191,426.38 | $236,305.92 | $44,879.54 | 23.44% |
Scott Kapusta First County Bank /CT/ | 1,250 | $261,912.5 | $276,387.5 | $14,475 | 5.53% |
Ian Wang Plato Investment Management Ltd | 122 | $25,844.8 | $26,958.34 | $1,113.54 | 4.31% |
Shawn Scholz Impact Partnership Wealth, LLC | 3,482 | $693,050.02 | $773,004 | $79,953.98 | 11.54% |
Chad Tobin Slagle Financial, LLC | 1,115 | $264,928.38 | $248,332.8 | -$16,595.58 | -6.26% |
John Shanley Aspect Partners, LLC | 224 | $54,803.87 | $49,920.64 | -$4,883.23 | -8.91% |
Jane Bortnem Cherry Tree Wealth Management, LLC | 70 | $14,758.69 | $15,502.2 | $743.51 | 5.04% |
Hovig Melkonian LAZARI CAPITAL MANAGEMENT, INC. | 32,391 | $6.34M | $7.21M | $871,318.94 | 13.74% |