| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Jeffrey Steele Silverlake Wealth Management LLC | 4,391 | $311,243.94 | $361,467.12 | $50,223.18 | 16.14% |
Jill Batley Gateway Wealth Partners LLC | 46,166 | $4.28M | $3.8M | -$481,527.22 | -11.25% |
Vincent Incerto LaSalle St. Investment Advisors LLC | 3,171 | $245,929.67 | $260,767.18 | $14,837.51 | 6.03% |
Gregory Turcotte Alpha Financial Partners LLC | 9,550 | $671,035.47 | $788,639 | $117,603.53 | 17.53% |
Jennifer Henry Continuum Wealth Advisors LLC | 275,191 | $16.94M | $22.62M | $5.68M | 33.53% |
Courtney Gooding Bush Investment Group LLC | 29,239 | $2.13M | $2.41M | $281,227.51 | 13.21% |
Charles Mattingly Leading Edge Financial Planning LLC | 23,442 | $1.14M | $1.93M | $786,989.43 | 69.07% |
| JC Jared Calvert Buck Wealth Strategies LLC | 159,140 | $10.27M | $13.08M | $2.81M | 27.32% |
| MN Mark Neitzel M1 Capital Management LLC | 8,750 | $691,313.41 | $721,525 | $30,211.59 | 4.37% |
Brett Pohl Invera Wealth Advisors, LLC | 3,840 | $329,979.99 | $317,376 | -$12,603.99 | -3.82% |
Benjamin J. Jones National Wealth Management Group, LLC | 3,448 | $297,583.9 | $284,735.84 | -$12,848.06 | -4.32% |
Joe-Ben O'Banion TITLEIST ASSET MANAGEMENT, LLC | 8,557 | $752,359.5 | $703,684.89 | -$48,674.61 | -6.47% |
Jorge Paganin Abacus Wealth Partners, LLC | 3,000 | $278,070 | $246,960 | -$31,110 | -11.19% |
Staci Compagno Portside Wealth Group, LLC | 35,378 | $2.64M | $2.91M | $272,044.92 | 10.32% |
Courtney Holt Compound Planning, Inc. | 15,837 | $1.01M | $1.3M | $293,156.51 | 29.05% |
Katherine Stoner Empower Advisory Group, LLC | 6.58M | $452.23M | $541.58M | $89.35M | 19.76% |
Nemes Rush Group LLC Nemes Rush Group LLC | 25 | $1,303.25 | $2,052 | $748.75 | 57.45% |
Shawn Scholz Impact Partnership Wealth, LLC | 2,804 | $218,262.04 | $230,629 | $12,366.96 | 5.67% |
John Shanley Aspect Partners, LLC | 50 | $4,355.2 | $4,119.5 | -$235.7 | -5.41% |
Jane Bortnem Cherry Tree Wealth Management, LLC | 38 | $3,523 | $3,138.42 | -$384.58 | -10.92% |