| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| PVI Pine Valley Investments Ltd. Liability Co. Pine Valley Investments Ltd. Liability Co. | 715 | $245,244.61 | $368,675.45 | $123,430.84 | 50.33% |
Scott Boyce Decker Retirement Planning Inc. | 3 | $1,276.55 | $1,546.89 | $270.34 | 21.18% |
Andrew Kirchner ELEVATION WEALTH PARTNERS, LLC | 70 | $29,741.9 | $36,504.3 | $6,762.4 | 22.74% |
Alexandra Stickelman Root Financial Partners, LLC | 977 | $402,425.24 | $503,770.51 | $101,345.27 | 25.18% |
Able Financial Group LLC ABLE Financial Group, LLC | 495 | $209,392.75 | $255,523.96 | $46,131.21 | 22.03% |
Courtney Holt Compound Planning, Inc. | 7,726 | $3.22M | $4.02M | $805,790.91 | 25.05% |
Katherine Stoner Empower Advisory Group, LLC | 962 | $426,533.16 | $496,036.06 | $69,502.9 | 16.29% |
Nemes Rush Group LLC Nemes Rush Group LLC | 170 | $74,109.39 | $88,447.6 | $14,338.21 | 19.35% |
Chad Tobin Slagle Financial, LLC | 822 | $369,901.67 | $423,880.74 | $53,979.07 | 14.59% |
John Shanley Aspect Partners, LLC | 289 | $110,910.25 | $149,690.44 | $38,780.19 | 34.97% |
Jane Bortnem Cherry Tree Wealth Management, LLC | 450 | $183,306.09 | $232,033.5 | $48,727.41 | 26.58% |
Rajiv Shah KINGSWOOD WEALTH ADVISORS, LLC | 16,726 | $7.22M | $8.7M | $1.48M | 20.55% |
| SCL Sykon Capital LLC SYKON CAPITAL LLC | 14,563 | $6.68M | $7.6M | $920,552.85 | 13.79% |
Bradley H. Owens LJI Wealth Management, LLC | 1,250 | $488,913 | $645,262.52 | $156,349.52 | 31.98% |
Alisha Arvold Christopher J. Hasenberg, Inc | 1,758 | $737,639.21 | $907,497.22 | $169,858.01 | 23.03% |
Andrew Halac Talon Private Wealth, LLC | 434 | $201,024 | $224,035.15 | $23,011.15 | 11.45% |
Norden Group LLC NORDEN GROUP LLC | 407 | $212,864 | $210,691.69 | -$2,172.31 | -1.02% |
Andrew Agosta Prosperity Financial Group, Inc. | 425 | $222,016 | $219,389.26 | -$2,626.74 | -1.18% |
Denise Reinert CGC Financial Services, LLC | 8 | $2,751 | $4,125.04 | $1,374.04 | 49.95% |
Christopher C. Powers Farther Finance Advisors, LLC | 19,104 | $8.63M | $9.83M | $1.2M | 13.93% |