| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Crystal Karstens PETRA FINANCIAL ADVISORS Inc. | 5,071 | $1.18M | $1.14M | -$44,770.65 | -3.79% |
| PIL PFG Investments LLC PFG Investments LLC | 4,073 | $612,127.11 | $889,298.82 | $277,171.71 | 45.28% |
| JC Jared Calvert Buck Wealth Strategies LLC | 841 | $226,005 | $183,451.53 | -$42,553.47 | -18.83% |
Scott Boyce Decker Retirement Planning Inc. | 2 | $372.26 | $443.51 | $71.25 | 19.14% |
Andrew Kirchner ELEVATION WEALTH PARTNERS, LLC | 137 | $36,833.84 | $30,183.84 | -$6,650 | -18.05% |
Legacy Capital Group California Inc. Legacy Capital Group California, Inc. | 6,574 | $732,699.04 | $1.46M | $728,635.42 | 99.45% |
Alexandra Stickelman Root Financial Partners, LLC | 912 | $170,848.63 | $202,491.36 | $31,642.73 | 18.52% |
Benjamin J. Jones National Wealth Management Group, LLC | 4,780 | $757,611 | $1.06M | $303,047.1 | 40% |
Jorge Paganin Abacus Wealth Partners, LLC | 930 | $195,934.87 | $206,720.4 | $10,785.53 | 5.5% |
| 3IP 3Chopt Investment Partners LLC 3Chopt Investment Partners, LLC | 891 | $239,554 | $198,078.21 | -$41,475.79 | -17.31% |
Staci Compagno Portside Wealth Group, LLC | 3,338 | $805,282.85 | $738,799.54 | -$66,483.31 | -8.26% |
Courtney Holt Compound Planning, Inc. | 7,665 | $775,878.6 | $1.67M | $897,544.2 | 115.68% |
Katherine Stoner Empower Advisory Group, LLC | 1,008 | $200,015.44 | $223,181.28 | $23,165.84 | 11.58% |
Nemes Rush Group LLC Nemes Rush Group LLC | 10,286 | $1.91M | $2.23M | $317,592.61 | 16.59% |
ELEVATUS WELATH MANAGEMENT ELEVATUS WELATH MANAGEMENT | 1,303 | $267,143.33 | $288,679.65 | $21,536.32 | 8.06% |
Ian Wang Plato Investment Management Ltd | 19,242 | $2.48M | $4.26M | $1.78M | 71.77% |
John Shanley Aspect Partners, LLC | 72 | $11,834.18 | $15,989.4 | $4,155.22 | 35.11% |
Nancy Smetek Arcataur Capital Management LLC | 3,356 | $166,323.29 | $735,182.14 | $568,858.85 | 342.02% |
Rajiv Shah KINGSWOOD WEALTH ADVISORS, LLC | 1,237 | $257,094.43 | $269,437.15 | $12,342.72 | 4.8% |
Tony Macafee UniSuper Management Pty Ltd | 49,290 | $7.77M | $10.92M | $3.15M | 40.58% |