| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Staci Compagno Portside Wealth Group, LLC | 900 | $452,791.85 | $447,354 | -$5,437.85 | -1.2% |
Courtney Holt Compound Planning, Inc. | 6,189 | $2.94M | $3.06M | $122,511.82 | 4.16% |
Katherine Stoner Empower Advisory Group, LLC | 351,687 | $166.57M | $174.85M | $8.28M | 4.97% |
Nemes Rush Group LLC Nemes Rush Group LLC | 239 | $115,040.15 | $118,393.43 | $3,353.28 | 2.91% |
Scott Kapusta First County Bank /CT/ | 924 | $432,078.77 | $462,009.24 | $29,930.47 | 6.93% |
John Shanley Aspect Partners, LLC | 95 | $40,719.72 | $47,233.05 | $6,513.33 | 16% |
Jane Bortnem Cherry Tree Wealth Management, LLC | 24 | $10,726.48 | $11,837.28 | $1,110.8 | 10.36% |
James Aldige Clio Asset Management LLC | 12,315 | $6.11M | $6.13M | $19,949.99 | 0.33% |
Rajiv Shah KINGSWOOD WEALTH ADVISORS, LLC | 1,523 | $672,515.59 | $752,354.38 | $79,838.79 | 11.87% |
Annmarie Young KPP Advisory Services LLC | 2,069 | $954,012.15 | $1.03M | $77,663.66 | 8.14% |
| MWS MFA Wealth Services MFA Wealth Services | 776 | $402,691.68 | $387,379.2 | -$15,312.48 | -3.8% |
Thomas Healy PFW Advisors LLC | 3,083 | $688,338.55 | $1.52M | $832,258.71 | 120.91% |
Kent D. Aloia HOGE FINANCIAL SERVICES, LLC | 660 | $287,800.25 | $326,587.79 | $38,787.54 | 13.48% |
Thomas Dobbins New Republic Capital, LLC | 831 | $331,539.06 | $414,365.68 | $82,826.62 | 24.98% |
Dan Stevenson MIDLAND WEALTH ADVISORS LLC | 780 | $322,395.13 | $390,780 | $68,384.87 | 21.21% |
Norden Group LLC NORDEN GROUP LLC | 3,406 | $1.68M | $1.69M | $18,427.67 | 1.1% |
Peter Sigismondi Ramirez Asset Management, Inc. | 22,578 | $10.28M | $11.26M | $975,112.31 | 9.48% |
Tracey A. Baker CJM Wealth Advisers, Ltd. | 575 | $274,970.65 | $284,530.12 | $9,559.47 | 3.48% |
Christopher C. Powers Farther Finance Advisors, LLC | 15,276 | $7.03M | $7.53M | $494,840.88 | 7.04% |
Peter David N Soliman Second Line Capital, LLC | 886 | $393,705.75 | $443,177.2 | $49,471.45 | 12.57% |