| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Charles Mattingly Leading Edge Financial Planning LLC | 3,115 | $362,399.53 | $369,470.15 | $7,070.62 | 1.95% |
Michael Yoder Yoder Wealth Management Inc. | 2,727 | $322,850 | $323,544.91 | $694.91 | 0.22% |
Alexandra Stickelman Root Financial Partners, LLC | 8,275 | $916,909.77 | $981,828.75 | $64,918.98 | 7.08% |
Ted Fischer FISCHER INVESTMENT STRATEGIES, LLC | 97,552 | $11.19M | $11.57M | $377,570.58 | 3.37% |
Joe-Ben O'Banion TITLEIST ASSET MANAGEMENT, LLC | 206,836 | $23.31M | $24.54M | $1.23M | 5.28% |
Jorge Paganin Abacus Wealth Partners, LLC | 4,099 | $479,952 | $486,346.35 | $6,394.35 | 1.33% |
Courtney Holt Compound Planning, Inc. | 3,915 | $437,887.26 | $464,358.15 | $26,470.89 | 6.05% |
MATTHEW HALL Hill Investment Group Partners, LLC | 19,850 | $2.2M | $2.35M | $149,668.65 | 6.79% |
ELEVATUS WELATH MANAGEMENT ELEVATUS WELATH MANAGEMENT | 60,288 | $7.06M | $7.15M | $93,446.32 | 1.32% |
John Shanley Aspect Partners, LLC | 79,443 | $9M | $9.43M | $421,782.3 | 4.68% |
| DT Derek Tinnin Altiora Financial Group, LLC | 113,970 | $13.2M | $13.52M | $315,531.84 | 2.39% |
Kure Advisory LLC Kure Advisory, LLC | 9,040 | $1.07M | $1.07M | $4,696.3 | 0.44% |
Rajiv Shah KINGSWOOD WEALTH ADVISORS, LLC | 4,705 | $542,509.5 | $558,060.05 | $15,550.55 | 2.87% |
Christopher C. Powers Farther Finance Advisors, LLC | 97,312 | $11.2M | $11.54M | $337,252.77 | 3.01% |
Jae Cho Marex Group plc | 85,235 | $9.95M | $10.11M | $158,743.33 | 1.6% |
Kevin Bresler TD Waterhouse Canada Inc. | 18,741 | $2.1M | $2.22M | $125,816.68 | 6% |
Courtney Haddad Concurrent Investment Advisors, LLC | 3,542 | $407,684.35 | $420,222.88 | $12,538.53 | 3.08% |
KKM Financial LLC KKM Financial LLC | 3,519 | $399,498.84 | $417,494.16 | $17,995.32 | 4.5% |
Benj Foor Frazier Financial Advisors, LLC | 15,237 | $1.71M | $1.81M | $101,832.4 | 5.97% |
Alan Rosenfield HARMONY ASSET MANAGEMENT LLC | 2,533 | $270,623.78 | $300,515.12 | $29,891.34 | 11.05% |