| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Shawn Scholz Impact Partnership Wealth, LLC | 3,991 | $343,023.54 | $373,397.96 | $30,374.42 | 8.85% |
John Shanley Aspect Partners, LLC | 3,957 | $281,256.67 | $370,216.92 | $88,960.25 | 31.63% |
Jane Bortnem Cherry Tree Wealth Management, LLC | 8,317 | $524,922.91 | $780,883.13 | $255,960.22 | 48.76% |
Rajiv Shah KINGSWOOD WEALTH ADVISORS, LLC | 12,776 | $1.1M | $1.2M | $100,262.97 | 9.15% |
| SCL Sykon Capital LLC SYKON CAPITAL LLC | 132,289 | $12.63M | $12.42M | -$205,029.79 | -1.62% |
Bradley H. Owens LJI Wealth Management, LLC | 8,439 | $696,718.36 | $794,194.29 | $97,475.93 | 13.99% |
Certus Wealth Management LLC Certus Wealth Management, LLC | 17,114 | $1.24M | $1.6M | $355,984.22 | 28.61% |
Lars Phillips RAM Investment Partners, LLC | 3,955 | $267,199.66 | $372,679.65 | $105,479.99 | 39.48% |
Andrew Halac Talon Private Wealth, LLC | 3,812 | $287,121.12 | $358,347.06 | $71,225.94 | 24.81% |
Andrew Parsons Corrigan Financial, Inc. | 299,352 | $15.86M | $27.96M | $12.1M | 76.29% |
Christopher C. Powers Farther Finance Advisors, LLC | 103,983 | $8.8M | $9.73M | $933,639.4 | 10.62% |
ANDREW J. BARFOOT Madison Park Capital Advisors, LLC | 7,195 | $488,731.67 | $673,236.15 | $184,504.48 | 37.75% |
Matthew Wright Disciplina Capital Management LLC | 43,620 | $3.6M | $4.08M | $479,719.67 | 13.32% |
Jon Greer GSG Advisors LLC | 21,037 | $1.56M | $1.98M | $417,888.46 | 26.71% |
| SPS Sean P. Skuja QRG CAPITAL MANAGEMENT, INC. | 24,902 | $2.38M | $2.33M | -$45,072.74 | -1.9% |
Jae Cho Marex Group plc | 4,352 | $359,615.42 | $407,107.84 | $47,492.42 | 13.21% |
Christopher Barr Red Mountain Financial, LLC | 2,998 | $247,859.85 | $280,657.77 | $32,797.92 | 13.23% |
NICOLE MARTIN Arlington Trust Co LLC | 18,664 | $1.22M | $1.74M | $525,438 | 43.17% |
Envestnet Portfolio Solutions Inc. Envestnet Portfolio Solutions, Inc. | 57,014 | $3.42M | $5.35M | $1.93M | 56.53% |
Matthew J. Syverson Sound Stewardship, LLC | 6,540 | $378,593.43 | $614,792.7 | $236,199.27 | 62.39% |