| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Helen Semus Semus Wealth Partners LLC | 96,001 | $4.79M | $5.46M | $670,797.79 | 14% |
| NH Nathaniel Holden Core Wealth Partners LLC | 4,807 | $285,074 | $271,042.69 | -$14,031.31 | -4.92% |
Sheila J. Lindsay Bensler LLC | 237,081 | $12.55M | $13.31M | $759,259.28 | 6.05% |
David Kronour Kapstone Financial Advisors LLC | 5,115 | $303,371 | $288,946.35 | -$14,424.65 | -4.75% |
| PIA Panoramic Investment Advisors LLC Panoramic Investment Advisors LLC | 15,362 | $911,120 | $865,955.94 | -$45,164.06 | -4.96% |
| PIL PFG Investments LLC PFG Investments LLC | 33,354 | $1.72M | $1.89M | $169,902.96 | 9.87% |
Eugene Donato KENNEDY INVESTMENT GROUP | 35,122 | $1.86M | $1.98M | $119,673.83 | 6.43% |
Courtney Holt Compound Planning, Inc. | 5,153 | $305,642 | $291,530.97 | -$14,111.03 | -4.62% |
John Shanley Aspect Partners, LLC | 20 | $1,088 | $1,116.5 | $28.5 | 2.62% |
Melissa Imbrogno BROWN WEALTH MANAGEMENT, LLC | 8,675 | $514,514 | $490,224.25 | -$24,289.75 | -4.72% |
Rajiv Shah KINGSWOOD WEALTH ADVISORS, LLC | 36,402 | $1.8M | $2.06M | $257,544.55 | 14.3% |
Andrew Stafford PREVAIL INNOVATIVE WEALTH ADVISORS, LLC | 91,748 | $4.55M | $5.15M | $598,529.68 | 13.15% |
Andrew Agosta Prosperity Financial Group, Inc. | 18,520 | $848,871.71 | $1.04M | $195,378.49 | 23.02% |
Christopher C. Powers Farther Finance Advisors, LLC | 135,852 | $7M | $7.72M | $721,206.22 | 10.3% |
Jon Greer GSG Advisors LLC | 3,432 | $203,531 | $193,599.12 | -$9,931.88 | -4.88% |
Courtney Haddad Concurrent Investment Advisors, LLC | 8,726 | $475,696.09 | $484,729.3 | $9,033.21 | 1.9% |
James Rankin Modern Wealth Management, LLC | 53,900 | $2.86M | $3.06M | $199,107.25 | 6.97% |
PETER KRUSSEL Southland Equity Partners LLC | 5,985 | $354,970 | $335,549.02 | -$19,420.98 | -5.47% |
Jon Deven Mouton CAP Partners, LLC | 28,316 | $1.47M | $1.59M | $126,002.04 | 8.58% |
| PF Patricia France Gilliland Jeter Wealth Management LLC | 6,547 | $388,303 | $367,791.47 | -$20,511.53 | -5.28% |