| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Scott Boyce Decker Retirement Planning Inc. | 117 | $14,810 | $14,675.31 | -$134.69 | -0.91% |
| AW ARIN WESNITZER Pinnacle West Asset Management, Inc. | 4,495 | $436,881.7 | $555,087.55 | $118,205.85 | 27.06% |
Andrew Kirchner ELEVATION WEALTH PARTNERS, LLC | 1,934 | $193,825.3 | $242,581.62 | $48,756.32 | 25.15% |
Gregory Bosch Strategies Wealth Advisors, LLC | 1,584 | $207,382.56 | $196,289.28 | -$11,093.28 | -5.35% |
Joe-Ben O'Banion TITLEIST ASSET MANAGEMENT, LLC | 3,579 | $380,075.73 | $448,913.97 | $68,838.24 | 18.11% |
| 3IP 3Chopt Investment Partners LLC 3Chopt Investment Partners, LLC | 6,916 | $847,289.14 | $867,473.88 | $20,184.74 | 2.38% |
Staci Compagno Portside Wealth Group, LLC | 13,911 | $1.38M | $1.74M | $361,870.81 | 26.17% |
Courtney Holt Compound Planning, Inc. | 20,031 | $2.1M | $2.51M | $408,185 | 19.4% |
Katherine Stoner Empower Advisory Group, LLC | 1.41M | $141.63M | $173.72M | $32.08M | 22.65% |
Nemes Rush Group LLC Nemes Rush Group LLC | 1,352 | $145,407.74 | $167,539.84 | $22,132.1 | 15.22% |
Scott Kapusta First County Bank /CT/ | 9,980 | $993,979.22 | $1.25M | $257,812.18 | 25.94% |
Shawn Scholz Impact Partnership Wealth, LLC | 1,828 | $214,261.3 | $229,286.04 | $15,024.74 | 7.01% |
Chad Tobin Slagle Financial, LLC | 40,352 | $5.11M | $5.06M | -$53,367.8 | -1.04% |
| PSF Prairie Sky Financial Group LLC Prairie Sky Financial Group LLC | 4,596 | $412,473.43 | $576,476.28 | $164,002.85 | 39.76% |
John Shanley Aspect Partners, LLC | 73 | $8,606.05 | $9,156.39 | $550.34 | 6.39% |
Jane Bortnem Cherry Tree Wealth Management, LLC | 500 | $45,625.08 | $62,715 | $17,089.92 | 37.46% |
Driton Bilali Ilex Capital Partners (UK) LLP | 70,612 | $8.94M | $8.75M | -$187,827.96 | -2.1% |
Hovig Melkonian LAZARI CAPITAL MANAGEMENT, INC. | 2,550 | $235,101.26 | $319,846.5 | $84,745.24 | 36.05% |
Rajiv Shah KINGSWOOD WEALTH ADVISORS, LLC | 27,047 | $3.14M | $3.39M | $248,337.67 | 7.9% |
Annmarie Young KPP Advisory Services LLC | 4,376 | $436,884.94 | $548,881.68 | $111,996.74 | 25.64% |