| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Pierre-Jean FROGNET Quintet Private Bank (Europe) S.A. | 1,672 | $615,304.97 | $555,037.1 | -$60,267.87 | -9.79% |
Bluestem Wealth Partners LLC BlueStem Wealth Partners, LLC | 647 | $249,746.87 | $214,778.11 | -$34,968.76 | -14% |
Able Financial Group LLC ABLE Financial Group, LLC | 793 | $317,543.1 | $263,244.27 | -$54,298.83 | -17.1% |
Joe-Ben O'Banion TITLEIST ASSET MANAGEMENT, LLC | 12,567 | $4.41M | $4.17M | -$242,229.1 | -5.49% |
Eugene Donato KENNEDY INVESTMENT GROUP | 1,981 | $632,846.5 | $657,612.74 | $24,766.24 | 3.91% |
Jorge Paganin Abacus Wealth Partners, LLC | 577 | $212,178.8 | $191,540.91 | -$20,637.89 | -9.73% |
| 3IP 3Chopt Investment Partners LLC 3Chopt Investment Partners, LLC | 4,679 | $1.7M | $1.55M | -$147,704.31 | -8.68% |
Staci Compagno Portside Wealth Group, LLC | 7,937 | $2.64M | $2.63M | -$8,154.59 | -0.31% |
Courtney Holt Compound Planning, Inc. | 12,060 | $4.35M | $4M | -$346,847.22 | -7.97% |
Katherine Stoner Empower Advisory Group, LLC | 380,889 | $119.09M | $126.44M | $7.35M | 6.17% |
| SML Sweeney & Michel LLC SWEENEY & MICHEL, LLC | 1,354 | $442,832.15 | $449,473.83 | $6,641.68 | 1.5% |
Nemes Rush Group LLC Nemes Rush Group LLC | 61,823 | $20.15M | $20.52M | $370,477.89 | 1.84% |
Scott Kapusta First County Bank /CT/ | 4,373 | $1.44M | $1.45M | $9,111.66 | 0.63% |
Ian Wang Plato Investment Management Ltd | 22,240 | $8.46M | $7.91M | -$552,129.13 | -6.53% |
Shawn Scholz Impact Partnership Wealth, LLC | 5,744 | $2.08M | $1.91M | -$171,194.87 | -8.24% |
Chad Tobin Slagle Financial, LLC | 1,673 | $575,903.63 | $555,369.06 | -$20,534.57 | -3.57% |
| PSF Prairie Sky Financial Group LLC Prairie Sky Financial Group LLC | 1,902 | $607,866.05 | $631,387.9 | $23,521.85 | 3.87% |
John Shanley Aspect Partners, LLC | 259 | $90,490.72 | $85,977.64 | -$4,513.08 | -4.99% |
Jane Bortnem Cherry Tree Wealth Management, LLC | 392 | $122,442.98 | $130,128.32 | $7,685.34 | 6.28% |
Hovig Melkonian LAZARI CAPITAL MANAGEMENT, INC. | 1,762 | $581,868.49 | $584,913.5 | $3,045.01 | 0.52% |