| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Andrew Kirchner ELEVATION WEALTH PARTNERS, LLC | 1,951 | $25,430.73 | $24,036.32 | -$1,394.41 | -5.48% |
Legacy Capital Group California Inc. Legacy Capital Group California, Inc. | 38,568 | $458,717.67 | $466,672.8 | $7,955.13 | 1.73% |
Alexandra Stickelman Root Financial Partners, LLC | 24,785 | $297,556.64 | $298,659.25 | $1,102.61 | 0.37% |
Eugene Donato KENNEDY INVESTMENT GROUP | 34,689 | $413,098.82 | $418,002.45 | $4,903.63 | 1.19% |
Staci Compagno Portside Wealth Group, LLC | 22,010 | $295,909.89 | $265,220.5 | -$30,689.39 | -10.37% |
Courtney Holt Compound Planning, Inc. | 63,030 | $740,996.22 | $776,529.6 | $35,533.38 | 4.8% |
Katherine Stoner Empower Advisory Group, LLC | 18,485 | $211,028.83 | $222,744.25 | $11,715.42 | 5.55% |
Nemes Rush Group LLC Nemes Rush Group LLC | 914,081 | $13.79M | $11.2M | -$2.59M | -18.76% |
Ian Wang Plato Investment Management Ltd | 56,102 | $647,795.22 | $676,029.1 | $28,233.88 | 4.36% |
Shawn Scholz Impact Partnership Wealth, LLC | 38,378 | $477,549.68 | $462,454.9 | -$15,094.78 | -3.16% |
Chad Tobin Slagle Financial, LLC | 233,701 | $3.25M | $2.82M | -$432,348.95 | -13.31% |
| PSF Prairie Sky Financial Group LLC Prairie Sky Financial Group LLC | 11,276 | $169,346.77 | $138,525.66 | -$30,821.11 | -18.2% |
John Shanley Aspect Partners, LLC | 338 | $3,908.99 | $4,089.8 | $180.81 | 4.63% |
Jane Bortnem Cherry Tree Wealth Management, LLC | 1,267 | $19,169.87 | $15,596.77 | -$3,573.1 | -18.64% |
Hovig Melkonian LAZARI CAPITAL MANAGEMENT, INC. | 52,022 | $773,259.9 | $629,466.2 | -$143,793.7 | -18.6% |
Rajiv Shah KINGSWOOD WEALTH ADVISORS, LLC | 42,982 | $516,784.43 | $527,604.05 | $10,819.62 | 2.09% |
Annmarie Young KPP Advisory Services LLC | 160,470 | $1.99M | $1.93M | -$59,731 | -3% |
Tony Macafee UniSuper Management Pty Ltd | 436,906 | $5.31M | $5.26M | -$46,482.92 | -0.88% |
Certus Wealth Management LLC Certus Wealth Management, LLC | 16,702 | $247,780.04 | $204,766.52 | -$43,013.52 | -17.36% |
Alisha Arvold Christopher J. Hasenberg, Inc | 2,016 | $21,148 | $24,393.6 | $3,245.6 | 15.35% |