| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Helen Semus Semus Wealth Partners LLC | 16,479 | $603,131 | $606,756.78 | $3,625.78 | 0.6% |
Curtis Packer B.O.S.S. Retirement Advisors LLC | 228,720 | $7.38M | $8.16M | $774,019.8 | 10.49% |
Ryan J. Warner C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors | 2.4M | $77.9M | $85.67M | $7.78M | 9.99% |
Jeffrey Steele Silverlake Wealth Management LLC | 19,197 | $657,152.91 | $700,210.57 | $43,057.66 | 6.55% |
Sean O'Reilly Ffg Retirement Advisors LLC | 119,391 | $4.37M | $4.26M | -$112,227.95 | -2.57% |
| PIL PFG Investments LLC PFG Investments LLC | 16,269 | $537,559.12 | $580,152.54 | $42,593.42 | 7.92% |
| MN Mark Neitzel M1 Capital Management LLC | 198,529 | $7.27M | $7.36M | $91,323.74 | 1.26% |
Shawn Scholz Impact Partnership Wealth, LLC | 9,269 | $301,526.17 | $330,532.54 | $29,006.37 | 9.62% |
Rajiv Shah KINGSWOOD WEALTH ADVISORS, LLC | 7,042 | $257,737 | $251,117.72 | -$6,619.28 | -2.57% |
Thomas Dobbins New Republic Capital, LLC | 4,638 | $163,871.74 | $171,466.86 | $7,595.12 | 4.63% |
John Hayes LongView Wealth Management | 7,888 | $288,701 | $281,286.08 | -$7,414.92 | -2.57% |
Christopher C. Powers Farther Finance Advisors, LLC | 433,252 | $15.7M | $15.45M | -$254,927.14 | -1.62% |
Anthony Moeller MN Wealth Advisors, LLC | 27,355 | $886,144.4 | $975,479.3 | $89,334.9 | 10.08% |
Envestnet Portfolio Solutions Inc. Envestnet Portfolio Solutions, Inc. | 4.2M | $153.63M | $149.76M | -$3.87M | -2.52% |
Kickstand Ventures LLC KICKSTAND VENTURES, LLC. | 21,565 | $693,379.53 | $769,007.9 | $75,628.37 | 10.91% |
Charles Corkery PUREfi Wealth, LLC | 6,042 | $221,137 | $215,457.72 | -$5,679.28 | -2.57% |
James Rankin Modern Wealth Management, LLC | 210,080 | $7.69M | $7.82M | $132,350.4 | 1.72% |
Amir Har-El Savvy Advisors, Inc. | 13,627 | $438,149 | $485,938.82 | $47,789.82 | 10.91% |
Owen McCabe Tyche Wealth Partners LLC | 207,752 | $6.84M | $7.58M | $742,456.63 | 10.86% |
Uptick Partners LLC UPTICK PARTNERS, LLC | 205,733 | $7.5M | $7.58M | $79,271.86 | 1.06% |