| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| MV Moises Valladares Insigneo Advisory Services LLC | 33,681 | $291,900.95 | $338,662.45 | $46,761.5 | 16.02% |
| PBO Paul B. Ordonio Park Place Capital Corp. | 10,562 | $85,134.98 | $106,834.63 | $21,699.65 | 25.49% |
Kevin Kroskey True Wealth Design LLC | 584 | $5,338.32 | $5,694 | $355.68 | 6.66% |
| PIL PFG Investments LLC PFG Investments LLC | 18,474 | $157,453.92 | $186,864.51 | $29,410.59 | 18.68% |
Andrew Kirchner ELEVATION WEALTH PARTNERS, LLC | 924 | $8,621 | $9,346.26 | $725.26 | 8.41% |
Alexandra Stickelman Root Financial Partners, LLC | 1,663 | $15,434.96 | $16,821.24 | $1,386.28 | 8.98% |
Courtney Holt Compound Planning, Inc. | 50,285 | $480,828.51 | $508,632.77 | $27,804.26 | 5.78% |
Nemes Rush Group LLC Nemes Rush Group LLC | 177 | $1,789 | $1,790.35 | $1.35 | 0.08% |
John Shanley Aspect Partners, LLC | 100 | $823 | $975 | $152 | 18.47% |
Jane Bortnem Cherry Tree Wealth Management, LLC | 111 | $930.2 | $1,121.65 | $191.45 | 20.58% |
Thomas Dobbins New Republic Capital, LLC | 18,954 | $191,626.25 | $191,530.17 | -$96.08 | -0.05% |
| AA Andrew Alkon EntryPoint Capital, LLC | 37,899 | $379,369 | $383,348.38 | $3,979.38 | 1.05% |
Denise Reinert CGC Financial Services, LLC | 293 | $2,454.63 | $2,969.55 | $514.92 | 20.98% |
Christopher C. Powers Farther Finance Advisors, LLC | 29,305 | $283,520.68 | $295,980.5 | $12,459.82 | 4.39% |
Anthony Moeller MN Wealth Advisors, LLC | 25,934 | $214,895.28 | $262,063.07 | $47,167.79 | 21.95% |
Kevin Orr Centennial Bank/AR/ | 71 | $568 | $718.16 | $150.16 | 26.44% |
| SPS Sean P. Skuja QRG CAPITAL MANAGEMENT, INC. | 379,517 | $3.81M | $3.82M | $6,645.07 | 0.17% |
NICOLE MARTIN Arlington Trust Co LLC | 820 | $7,496.25 | $8,294.3 | $798.05 | 10.65% |
Envestnet Portfolio Solutions Inc. Envestnet Portfolio Solutions, Inc. | 32,806 | $280,840.87 | $331,665.38 | $50,824.51 | 18.1% |
Jay Annis Annis Gardner Whiting Capital Advisors, LLC | 3,002 | $30,110.82 | $30,349.92 | $239.1 | 0.79% |