| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Gregory Bosch Strategies Wealth Advisors, LLC | 3,470 | $407,710.53 | $481,722.75 | $74,012.22 | 18.15% |
Alexandra Stickelman Root Financial Partners, LLC | 1,035 | $143,840.84 | $143,264.7 | -$576.14 | -0.4% |
Trivant Custom Portfolio Group LLC Trivant Custom Portfolio Group, LLC | 1,660 | $151,184.58 | $230,449.5 | $79,264.92 | 52.43% |
Courtney Holt Compound Planning, Inc. | 12,010 | $1.58M | $1.66M | $85,253.74 | 5.41% |
Katherine Stoner Empower Advisory Group, LLC | 2,099 | $291,089.21 | $290,543.58 | -$545.63 | -0.19% |
Nemes Rush Group LLC Nemes Rush Group LLC | 51 | $5,172.17 | $7,059.42 | $1,887.25 | 36.49% |
Megan J. Lottier Rockwood Wealth Management, LLC | 5,451 | $628,160.57 | $754,854.48 | $126,693.91 | 20.17% |
Jane Bortnem Cherry Tree Wealth Management, LLC | 2,958 | $286,351.21 | $409,135.77 | $122,784.56 | 42.88% |
Rajiv Shah KINGSWOOD WEALTH ADVISORS, LLC | 44,191 | $5.7M | $6.11M | $412,751.75 | 7.24% |
Bradley H. Owens LJI Wealth Management, LLC | 3,276 | $351,593.59 | $453,119.94 | $101,526.35 | 28.88% |
Annmarie Young KPP Advisory Services LLC | 2,066 | $235,813 | $285,758.79 | $49,945.79 | 21.18% |
Thomas Dobbins New Republic Capital, LLC | 148 | $17,627.24 | $20,470.62 | $2,843.38 | 16.13% |
Dan Stevenson MIDLAND WEALTH ADVISORS LLC | 2,966 | $319,976.95 | $410,242.29 | $90,265.34 | 28.21% |
John Hayes LongView Wealth Management | 3,702 | $443,983.61 | $509,358.18 | $65,374.57 | 14.72% |
Norden Group LLC NORDEN GROUP LLC | 2,502 | $319,634.15 | $346,064.13 | $26,429.98 | 8.27% |
Bradley Harsch Strategic Advocates LLC | 502 | $57,299.14 | $69,434.13 | $12,134.99 | 21.18% |
Elliot Kallen Prosperity Wealth Management, Inc. | 6,589 | $931,121.92 | $911,357.53 | -$19,764.39 | -2.12% |
Peter Sigismondi Ramirez Asset Management, Inc. | 700 | $77,015 | $96,820.5 | $19,805.5 | 25.72% |
Christopher C. Powers Farther Finance Advisors, LLC | 47,041 | $6.29M | $6.47M | $181,813.34 | 2.89% |
Kevin Orr Centennial Bank/AR/ | 1,134 | $156,563.96 | $156,764.16 | $200.2 | 0.13% |