| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| JC Jared Calvert Buck Wealth Strategies LLC | 156,013 | $10.03M | $12.5M | $2.48M | 24.72% |
| MN Mark Neitzel M1 Capital Management LLC | 8,750 | $691,313.41 | $764,137.5 | $72,824.09 | 10.53% |
Brett Pohl Invera Wealth Advisors, LLC | 3,840 | $329,979.99 | $307,737.6 | -$22,242.39 | -6.74% |
Benjamin J. Jones National Wealth Management Group, LLC | 3,448 | $297,583.9 | $276,322.72 | -$21,261.18 | -7.14% |
Joe-Ben O'Banion TITLEIST ASSET MANAGEMENT, LLC | 6,631 | $594,085.16 | $531,408.34 | -$62,676.82 | -10.55% |
Jorge Paganin Abacus Wealth Partners, LLC | 3,000 | $278,070 | $240,420 | -$37,650 | -13.54% |
Staci Compagno Portside Wealth Group, LLC | 35,378 | $2.64M | $2.84M | $197,928.01 | 7.51% |
Courtney Holt Compound Planning, Inc. | 13,266 | $763,038.04 | $1.06M | $300,099.2 | 39.33% |
Katherine Stoner Empower Advisory Group, LLC | 6.58M | $452.23M | $574.79M | $122.55M | 27.1% |
Nemes Rush Group LLC Nemes Rush Group LLC | 25 | $1,303.25 | $2,164.5 | $861.25 | 66.08% |
Shawn Scholz Impact Partnership Wealth, LLC | 2,804 | $218,262.04 | $224,712.56 | $6,450.52 | 2.96% |
John Shanley Aspect Partners, LLC | 50 | $4,355.2 | $4,007 | -$348.2 | -8% |
Jane Bortnem Cherry Tree Wealth Management, LLC | 38 | $3,523 | $3,045.32 | -$477.68 | -13.56% |
| MRC Martin R. Curiel MYECFO, LLC | 26,651 | $1.46M | $2.29M | $830,766.1 | 56.9% |
Rajiv Shah KINGSWOOD WEALTH ADVISORS, LLC | 2,929 | $250,048.97 | $234,730.06 | -$15,318.91 | -6.13% |
| ACL AIFG Consultants Ltd. AIFG Consultants Ltd. | 109,299 | $4.18M | $8.76M | $4.58M | 109.35% |
Annmarie Young KPP Advisory Services LLC | 126,522 | $10.5M | $10.14M | -$364,952.81 | -3.47% |
Elizabeth Fleming Armstrong, Fleming & Moore, Inc | 3,560 | $272,162 | $285,298.4 | $13,136.4 | 4.83% |
John Hayes LongView Wealth Management | 3,800 | $259,840.62 | $304,532 | $44,691.38 | 17.2% |
Andrew Halac Talon Private Wealth, LLC | 5,460 | $357,739.13 | $437,564.4 | $79,825.27 | 22.31% |