| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Eugene Donato KENNEDY INVESTMENT GROUP | 20,760 | $1.03M | $965,340 | -$65,394.15 | -6.34% |
Courtney Holt Compound Planning, Inc. | 175,418 | $8.83M | $8.17M | -$666,323.34 | -7.54% |
Katherine Stoner Empower Advisory Group, LLC | 43,154 | $2.05M | $1.97M | -$79,431.93 | -3.87% |
Nemes Rush Group LLC Nemes Rush Group LLC | 4,111 | $182,893.97 | $190,914.84 | $8,020.87 | 4.39% |
Shawn Scholz Impact Partnership Wealth, LLC | 48,123 | $2.42M | $2.21M | -$207,701.51 | -8.58% |
| DT Derek Tinnin Altiora Financial Group, LLC | 6,800 | $274,801.8 | $317,010.56 | $42,208.76 | 15.36% |
Hovig Melkonian LAZARI CAPITAL MANAGEMENT, INC. | 15,375 | $697,056.22 | $711,862.5 | $14,806.28 | 2.12% |
Melissa Imbrogno BROWN WEALTH MANAGEMENT, LLC | 101,356 | $4.74M | $4.69M | -$48,507.79 | -1.02% |
Rajiv Shah KINGSWOOD WEALTH ADVISORS, LLC | 104,150 | $4.69M | $4.87M | $173,616.33 | 3.7% |
Alisha Arvold Christopher J. Hasenberg, Inc | 993 | $48,611.19 | $45,856.74 | -$2,754.45 | -5.67% |
Andrew Stafford PREVAIL INNOVATIVE WEALTH ADVISORS, LLC | 55,140 | $2.45M | $2.55M | $93,641.33 | 3.82% |
Thomas Dobbins New Republic Capital, LLC | 32,968 | $1.48M | $1.52M | $36,525.06 | 2.46% |
Norden Group LLC NORDEN GROUP LLC | 14,730 | $565,926.82 | $677,432.7 | $111,505.88 | 19.7% |
Elliot Kallen Prosperity Wealth Management, Inc. | 9,622 | $538,005.01 | $442,371.45 | -$95,633.56 | -17.78% |
Alicia Fuschak Avid Wealth Partners LLC | 63,747 | $2.73M | $2.97M | $236,626.93 | 8.67% |
Tracey A. Baker CJM Wealth Advisers, Ltd. | 9,875 | $537,918.73 | $458,397.5 | -$79,521.23 | -14.78% |
Christopher C. Powers Farther Finance Advisors, LLC | 208,543 | $10.64M | $9.72M | -$920,433.19 | -8.65% |
Anthony Moeller MN Wealth Advisors, LLC | 6,058 | $370,701.53 | $280,333.95 | -$90,367.58 | -24.38% |
Christine C. Devocelle University of Illinois Foundation | 19,300 | $681,483 | $888,572 | $207,089 | 30.39% |
| HG Heather Greenwood Cobblestone Asset Management LLC | 84,052 | $3.2M | $3.92M | $716,078.15 | 22.35% |