| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Walter J. West Milestone Asset Management LLC | 131,353 | $4.32M | $4.69M | $368,309.04 | 8.53% |
Helen Semus Semus Wealth Partners LLC | 16,479 | $603,131 | $588,217.9 | -$14,913.1 | -2.47% |
Curtis Packer B.O.S.S. Retirement Advisors LLC | 228,720 | $7.38M | $8.19M | $811,758.6 | 11% |
Ryan J. Warner C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors | 2.62M | $85.72M | $93.08M | $7.37M | 8.6% |
Jeffrey Steele Silverlake Wealth Management LLC | 19,197 | $657,152.91 | $683,125.24 | $25,972.33 | 3.95% |
Sean O'Reilly Ffg Retirement Advisors LLC | 119,391 | $4.37M | $4.24M | -$128,942.69 | -2.95% |
Courtney Gooding Bush Investment Group LLC | 85,978 | $2.76M | $3.05M | $283,898.99 | 10.27% |
| PIL PFG Investments LLC PFG Investments LLC | 16,269 | $537,559.12 | $579,745.81 | $42,186.69 | 7.85% |
| MN Mark Neitzel M1 Capital Management LLC | 198,529 | $7.27M | $7.09M | -$180,660.99 | -2.49% |
Courtney Holt Compound Planning, Inc. | 56,066 | $1.82M | $2M | $171,691.04 | 9.41% |
Shawn Scholz Impact Partnership Wealth, LLC | 9,269 | $301,526.17 | $329,466.6 | $27,940.43 | 9.27% |
Rajiv Shah KINGSWOOD WEALTH ADVISORS, LLC | 7,042 | $257,737 | $250,343.1 | -$7,393.9 | -2.87% |
Thomas Dobbins New Republic Capital, LLC | 4,638 | $163,871.74 | $165,043.23 | $1,171.49 | 0.71% |
John Hayes LongView Wealth Management | 7,888 | $288,701 | $281,917.12 | -$6,783.88 | -2.35% |
Alicia Fuschak Avid Wealth Partners LLC | 380,176 | $13.91M | $13.52M | -$389,665.8 | -2.8% |
Christopher C. Powers Farther Finance Advisors, LLC | 611,323 | $22.18M | $21.76M | -$420,587.57 | -1.9% |
Anthony Moeller MN Wealth Advisors, LLC | 27,355 | $886,144.4 | $980,539.97 | $94,395.57 | 10.65% |
Envestnet Portfolio Solutions Inc. Envestnet Portfolio Solutions, Inc. | 4.2M | $153.63M | $149.89M | -$3.74M | -2.43% |
Kickstand Ventures LLC KICKSTAND VENTURES, LLC. | 21,565 | $693,379.53 | $772,566.12 | $79,186.59 | 11.42% |
Courtney Haddad Concurrent Investment Advisors, LLC | 206,647 | $7.56M | $7.38M | -$188,048.56 | -2.49% |