| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| SB Scott Boyce Decker Retirement Planning Inc. | 694 | $59,524.75 | $58,948.36 | -$576.39 | -0.97% |
Gregory Bosch Strategies Wealth Advisors, LLC | 3,157 | $244,246.62 | $269,197.39 | $24,950.77 | 10.22% |
Alexandra Stickelman Root Financial Partners, LLC | 1,466 | $113,464.44 | $125,005.82 | $11,541.38 | 10.17% |
Pierre-Jean FROGNET Quintet Private Bank (Europe) S.A. | 1,500 | $128,655 | $127,905 | -$750 | -0.58% |
Benjamin J. Jones National Wealth Management Group, LLC | 6,661 | $529,967.35 | $567,983.47 | $38,016.12 | 7.17% |
Joe-Ben O'Banion TITLEIST ASSET MANAGEMENT, LLC | 52,732 | $1.91M | $4.5M | $2.59M | 135.28% |
Courtney Holt Compound Planning, Inc. | 13,643 | $627,169.61 | $1.16M | $536,169 | 85.49% |
Megan J. Lottier Rockwood Wealth Management, LLC | 3,069 | $263,229 | $261,693.63 | -$1,535.37 | -0.58% |
John Shanley Aspect Partners, LLC | 3,665 | $118,029.91 | $312,514.55 | $194,484.64 | 164.78% |
Jane Bortnem Cherry Tree Wealth Management, LLC | 8,035 | $241,934.11 | $685,144.45 | $443,210.34 | 183.19% |
Rajiv Shah KINGSWOOD WEALTH ADVISORS, LLC | 23,784 | $1.22M | $2.03M | $808,908.18 | 66.35% |
| MWS MFA Wealth Services MFA Wealth Services | 6,661 | $575,642.16 | $567,983.47 | -$7,658.69 | -1.33% |
Keith Henderson CULTIVAR CAPITAL, INC. | 95,086 | $2.96M | $8.11M | $5.15M | 174.35% |
Thomas Dobbins New Republic Capital, LLC | 385 | $29,442.09 | $32,828.95 | $3,386.86 | 11.5% |
Christopher C. Powers Farther Finance Advisors, LLC | 123,438 | $7.99M | $10.47M | $2.48M | 31.01% |
Dina Fliss Global View Capital Management LLC | 24,284 | $2.01M | $2.07M | $58,102.48 | 2.89% |
| SPS Sean P. Skuja QRG CAPITAL MANAGEMENT, INC. | 2,688 | $246,678 | $227,969.28 | -$18,708.72 | -7.58% |
Jae Cho Marex Group plc | 131,822 | $10.54M | $11.19M | $648,698.97 | 6.15% |
NICOLE MARTIN Arlington Trust Co LLC | 2,520 | $100,346 | $214,880.4 | $114,534.4 | 114.14% |
Jay Annis Annis Gardner Whiting Capital Advisors, LLC | 5,215 | $152,990.57 | $444,683.05 | $291,692.48 | 190.66% |