| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Courtney Holt Compound Planning, Inc. | 13,756 | $772,962.9 | $790,007.08 | $17,044.18 | 2.21% |
ELEVATUS WELATH MANAGEMENT ELEVATUS WELATH MANAGEMENT | 14,713 | $839,413.67 | $850,999.92 | $11,586.25 | 1.38% |
Shawn Scholz Impact Partnership Wealth, LLC | 5,017 | $283,361 | $288,126.31 | $4,765.31 | 1.68% |
Chad Tobin Slagle Financial, LLC | 81,443 | $4.62M | $4.68M | $53,719.68 | 1.16% |
John Shanley Aspect Partners, LLC | 100 | $5,685 | $5,743 | $58 | 1.02% |
Jane Bortnem Cherry Tree Wealth Management, LLC | 41,859 | $2.32M | $2.4M | $80,212.76 | 3.45% |
Melissa Imbrogno BROWN WEALTH MANAGEMENT, LLC | 12,570 | $709,954 | $721,895.1 | $11,941.1 | 1.68% |
Troy Leonard CORNERSTONE ENTERPRISES, LLC | 567,410 | $32.49M | $32.59M | $94,673.34 | 0.29% |
Rajiv Shah KINGSWOOD WEALTH ADVISORS, LLC | 237,900 | $13.47M | $13.66M | $197,374.6 | 1.47% |
| ACL AIFG Consultants Ltd. AIFG Consultants Ltd. | 5,339 | $293,538.89 | $306,618.77 | $13,079.88 | 4.46% |
Bradley H. Owens LJI Wealth Management, LLC | 50,146 | $2.83M | $2.88M | $49,779.7 | 1.76% |
Andrew Stafford PREVAIL INNOVATIVE WEALTH ADVISORS, LLC | 5,517 | $312,703.56 | $316,841.31 | $4,137.75 | 1.32% |
John Hayes LongView Wealth Management | 69,132 | $3.97M | $3.97M | -$705.49 | -0.02% |
Andrew Halac Talon Private Wealth, LLC | 5,317 | $305,392.4 | $305,355.31 | -$37.09 | -0.01% |
Andrew Parsons Corrigan Financial, Inc. | 544,076 | $29.99M | $31.25M | $1.25M | 4.18% |
Elliot Kallen Prosperity Wealth Management, Inc. | 17,384 | $963,921.29 | $998,363.12 | $34,441.83 | 3.57% |
Christopher C. Powers Farther Finance Advisors, LLC | 203,620 | $11.66M | $11.69M | $38,693.75 | 0.33% |
| HG Heather Greenwood Cobblestone Asset Management LLC | 6,306 | $356,139 | $362,153.58 | $6,014.58 | 1.69% |
Jesse Steele Etesian Wealth Advisors, Inc. | 35,306 | $2.01M | $2.03M | $15,144.55 | 0.75% |
Christopher Barr Red Mountain Financial, LLC | 43,809 | $2.45M | $2.52M | $70,250.91 | 2.87% |