| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
ELEVATUS WELATH MANAGEMENT ELEVATUS WELATH MANAGEMENT | 2,669 | $313,478 | $307,121.83 | -$6,356.17 | -2.03% |
Scott Kapusta First County Bank /CT/ | 13,745 | $739,719.97 | $1.58M | $841,917.18 | 113.82% |
Shawn Scholz Impact Partnership Wealth, LLC | 9,087 | $646,645.88 | $1.03M | $386,000.8 | 59.69% |
Chad Tobin Slagle Financial, LLC | 55,469 | $3.07M | $6.3M | $3.23M | 105.1% |
| PSF Prairie Sky Financial Group LLC Prairie Sky Financial Group LLC | 2,888 | $200,346 | $315,672.84 | $115,326.84 | 57.56% |
John Shanley Aspect Partners, LLC | 831 | $46,855.6 | $93,175.87 | $46,320.27 | 98.86% |
Jane Bortnem Cherry Tree Wealth Management, LLC | 1,835 | $105,301.74 | $201,574.75 | $96,273.01 | 91.43% |
Hovig Melkonian LAZARI CAPITAL MANAGEMENT, INC. | 1,931 | $226,815 | $222,200.17 | -$4,614.83 | -2.03% |
Kure Advisory LLC Kure Advisory, LLC | 3,009 | $353,172.01 | $328,101.36 | -$25,070.65 | -7.1% |
Melissa Imbrogno BROWN WEALTH MANAGEMENT, LLC | 2,407 | $282,726 | $273,531.48 | -$9,194.52 | -3.25% |
Nancy Smetek Arcataur Capital Management LLC | 9,422 | $515,456.42 | $1.03M | $519,173.4 | 100.72% |
Rajiv Shah KINGSWOOD WEALTH ADVISORS, LLC | 56,818 | $3.76M | $6.21M | $2.44M | 64.94% |
Bradley H. Owens LJI Wealth Management, LLC | 3,054 | $187,585.14 | $351,423.78 | $163,838.64 | 87.34% |
Jeremy Sorci Premier Financial Group | 607 | $71,298 | $69,847.49 | -$1,450.51 | -2.03% |
Invenio Wealth Partners LLC INVENIO WEALTH PARTNERS LLC | 2,334 | $274,152 | $254,802.78 | -$19,349.22 | -7.06% |
Annmarie Young KPP Advisory Services LLC | 19,254 | $1.14M | $2.19M | $1.05M | 92.09% |
| MWS MFA Wealth Services MFA Wealth Services | 13,313 | $821,507.25 | $1.53M | $710,419.66 | 86.48% |
Tony Macafee UniSuper Management Pty Ltd | 2.13M | $117.02M | $242.15M | $125.13M | 106.93% |
Keith Henderson CULTIVAR CAPITAL, INC. | 2,443 | $283,728.08 | $281,116.01 | -$2,612.07 | -0.92% |
Lars Phillips RAM Investment Partners, LLC | 3,334 | $258,745.79 | $378,875.76 | $120,129.97 | 46.43% |