| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Staci Compagno Portside Wealth Group, LLC | 1,105 | $422,724.91 | $410,551.71 | -$12,173.2 | -2.88% |
Courtney Holt Compound Planning, Inc. | 9,368 | $2.29M | $3.48M | $1.19M | 51.94% |
Katherine Stoner Empower Advisory Group, LLC | 8,000 | $1.63M | $2.97M | $1.34M | 82.24% |
| SML Sweeney & Michel LLC SWEENEY & MICHEL, LLC | 3,723 | $707,354.58 | $1.38M | $675,888.88 | 95.55% |
Andrew Nall PMV Capital Advisers, LLC | 6,295 | $1.56M | $2.34M | $774,557.02 | 49.52% |
Nemes Rush Group LLC Nemes Rush Group LLC | 2,415 | $465,061.87 | $897,269.12 | $432,207.25 | 92.94% |
ELEVATUS WELATH MANAGEMENT ELEVATUS WELATH MANAGEMENT | 10,740 | $4.26M | $3.99M | -$266,029.59 | -6.25% |
Scott Kapusta First County Bank /CT/ | 740 | $213,891.19 | $274,939.61 | $61,048.42 | 28.54% |
Megan J. Lottier Rockwood Wealth Management, LLC | 2,238 | $708,934.45 | $831,506.54 | $122,572.09 | 17.29% |
Shawn Scholz Impact Partnership Wealth, LLC | 56,374 | $18.42M | $20.95M | $2.52M | 13.7% |
Chad Tobin Slagle Financial, LLC | 696 | $162,180.93 | $258,591.85 | $96,410.92 | 59.45% |
Krista D. McBeath LANDMARK WEALTH MANAGEMENT, INC. | 8,531 | $2.25M | $3.32M | $1.07M | 47.47% |
John Shanley Aspect Partners, LLC | 8,733 | $2.52M | $3.24M | $728,332.16 | 28.94% |
Jane Bortnem Cherry Tree Wealth Management, LLC | 399 | $86,128.07 | $148,244.46 | $62,116.39 | 72.12% |
| DT Derek Tinnin Altiora Financial Group, LLC | 1,560 | $292,938.54 | $627,962.4 | $335,023.86 | 114.37% |
Hovig Melkonian LAZARI CAPITAL MANAGEMENT, INC. | 2,954 | $824,254.34 | $1.1M | $273,274.85 | 33.15% |
Nancy Smetek Arcataur Capital Management LLC | 2,233 | $515,013.87 | $829,648.84 | $314,634.97 | 61.09% |
Rajiv Shah KINGSWOOD WEALTH ADVISORS, LLC | 27,047 | $8.77M | $10.05M | $1.28M | 14.54% |
| ACL AIFG Consultants Ltd. AIFG Consultants Ltd. | 1,492 | $360,892.39 | $554,337.69 | $193,445.3 | 53.6% |
Jeremy Sorci Premier Financial Group | 5,080 | $1.64M | $1.89M | $249,045.38 | 15.2% |