| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Alexandra Stickelman Root Financial Partners, LLC | 917 | $81,839.75 | $72,360.47 | -$9,479.28 | -11.58% |
Benjamin J. Jones National Wealth Management Group, LLC | 3,448 | $297,583.9 | $273,616.04 | -$23,967.86 | -8.05% |
Joe-Ben O'Banion TITLEIST ASSET MANAGEMENT, LLC | 5,083 | $471,143 | $401,099.53 | -$70,043.47 | -14.87% |
Jorge Paganin Abacus Wealth Partners, LLC | 3,000 | $278,070 | $236,730 | -$41,340 | -14.87% |
Staci Compagno Portside Wealth Group, LLC | 31,591 | $2.34M | $2.51M | $170,402.35 | 7.29% |
Courtney Holt Compound Planning, Inc. | 16,030 | $1.02M | $1.26M | $245,694.04 | 24.11% |
Katherine Stoner Empower Advisory Group, LLC | 5.95M | $402.14M | $469.59M | $67.45M | 16.77% |
Nemes Rush Group LLC Nemes Rush Group LLC | 25 | $1,303.25 | $1,972.75 | $669.5 | 51.37% |
Shawn Scholz Impact Partnership Wealth, LLC | 2,360 | $182,999.51 | $186,227.6 | $3,228.09 | 1.76% |
John Shanley Aspect Partners, LLC | 40 | $3,561 | $3,209.6 | -$351.4 | -9.87% |
Jane Bortnem Cherry Tree Wealth Management, LLC | 38 | $3,523 | $2,996.68 | -$526.32 | -14.94% |
| MRC Martin R. Curiel MYECFO, LLC | 23,713 | $1.23M | $1.87M | $644,371.69 | 52.52% |
Rajiv Shah KINGSWOOD WEALTH ADVISORS, LLC | 3,011 | $257,049.32 | $237,447.46 | -$19,601.86 | -7.63% |
| ACL AIFG Consultants Ltd. AIFG Consultants Ltd. | 109,299 | $4.18M | $8.62M | $4.44M | 106.14% |
Annmarie Young KPP Advisory Services LLC | 115,033 | $9.59M | $9.07M | -$520,464.61 | -5.43% |
Elizabeth Fleming Armstrong, Fleming & Moore, Inc | 3,560 | $272,162 | $280,919.6 | $8,757.6 | 3.22% |
John Hayes LongView Wealth Management | 3,734 | $254,598.9 | $296,666.3 | $42,067.4 | 16.52% |
Andrew Halac Talon Private Wealth, LLC | 5,460 | $357,739.13 | $430,575.6 | $72,836.47 | 20.36% |
Norden Group LLC NORDEN GROUP LLC | 6,174 | $409,963.67 | $486,881.64 | $76,917.97 | 18.76% |
Alicia Fuschak Avid Wealth Partners LLC | 154,324 | $6.74M | $12.17M | $5.43M | 80.55% |