| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Scott Boyce Decker Retirement Planning Inc. | 117 | $14,810 | $14,148.81 | -$661.19 | -4.46% |
| AW ARIN WESNITZER Pinnacle West Asset Management, Inc. | 4,495 | $436,881.7 | $535,983.8 | $99,102.1 | 22.68% |
Andrew Kirchner ELEVATION WEALTH PARTNERS, LLC | 2,010 | $202,490.1 | $239,310.6 | $36,820.5 | 18.18% |
Gregory Bosch Strategies Wealth Advisors, LLC | 1,584 | $207,382.56 | $191,260.08 | -$16,122.48 | -7.77% |
Joe-Ben O'Banion TITLEIST ASSET MANAGEMENT, LLC | 3,888 | $415,305.63 | $470,136.96 | $54,831.33 | 13.2% |
| 3IP 3Chopt Investment Partners LLC 3Chopt Investment Partners, LLC | 6,916 | $847,289.14 | $835,452.8 | -$11,836.34 | -1.4% |
Staci Compagno Portside Wealth Group, LLC | 13,911 | $1.38M | $1.68M | $298,297.54 | 21.57% |
Courtney Holt Compound Planning, Inc. | 22,987 | $2.48M | $2.75M | $261,496.82 | 10.53% |
Katherine Stoner Empower Advisory Group, LLC | 1.41M | $141.63M | $170.17M | $28.54M | 20.15% |
Nemes Rush Group LLC Nemes Rush Group LLC | 1,352 | $145,407.74 | $162,064.24 | $16,656.5 | 11.46% |
Scott Kapusta First County Bank /CT/ | 9,714 | $966,583.88 | $1.17M | $201,718.9 | 20.87% |
Shawn Scholz Impact Partnership Wealth, LLC | 1,828 | $214,261.3 | $221,060.04 | $6,798.74 | 3.17% |
Chad Tobin Slagle Financial, LLC | 40,352 | $5.11M | $4.8M | -$309,804.76 | -6.06% |
| PSF Prairie Sky Financial Group LLC Prairie Sky Financial Group LLC | 4,596 | $412,473.43 | $549,842.46 | $137,369.03 | 33.3% |
John Shanley Aspect Partners, LLC | 73 | $8,606.05 | $8,837.74 | $231.69 | 2.69% |
Jane Bortnem Cherry Tree Wealth Management, LLC | 509 | $46,700.86 | $60,509.92 | $13,809.06 | 29.57% |
Driton Bilali Ilex Capital Partners (UK) LLP | 70,612 | $8.94M | $8.51M | -$431,439.36 | -4.83% |
Hovig Melkonian LAZARI CAPITAL MANAGEMENT, INC. | 2,550 | $235,101.26 | $306,943.5 | $71,842.24 | 30.56% |
Rajiv Shah KINGSWOOD WEALTH ADVISORS, LLC | 27,047 | $3.14M | $3.24M | $92,546.95 | 2.94% |
Annmarie Young KPP Advisory Services LLC | 4,376 | $436,884.94 | $528,642.68 | $91,757.74 | 21% |