| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Courtney Holt Compound Planning, Inc. | 4,360 | $2.16M | $2.22M | $62,209.47 | 2.88% |
Katherine Stoner Empower Advisory Group, LLC | 21,276 | $9.86M | $10.82M | $967,100.68 | 9.81% |
MATTHEW HALL Hill Investment Group Partners, LLC | 1,523 | $760,297 | $767,287.38 | $6,990.38 | 0.92% |
Nemes Rush Group LLC Nemes Rush Group LLC | 269 | $127,880.49 | $136,859.13 | $8,978.64 | 7.02% |
ELEVATUS WELATH MANAGEMENT ELEVATUS WELATH MANAGEMENT | 785 | $364,890.65 | $395,482.99 | $30,592.34 | 8.38% |
Scott Kapusta First County Bank /CT/ | 650 | $322,204.91 | $327,469.99 | $5,265.08 | 1.63% |
Ian Wang Plato Investment Management Ltd | 1,782 | $948,156.45 | $906,628.12 | -$41,528.33 | -4.38% |
Shawn Scholz Impact Partnership Wealth, LLC | 1,305 | $631,261.04 | $657,458.99 | $26,197.95 | 4.15% |
Chad Tobin Slagle Financial, LLC | 7,172 | $3.33M | $3.61M | $282,770.58 | 8.49% |
John Shanley Aspect Partners, LLC | 62 | $28,714.79 | $31,543.74 | $2,828.95 | 9.85% |
Hovig Melkonian LAZARI CAPITAL MANAGEMENT, INC. | 354 | $214,084 | $180,104.58 | -$33,979.42 | -15.87% |
Rajiv Shah KINGSWOOD WEALTH ADVISORS, LLC | 8,559 | $3.92M | $4.32M | $402,411.72 | 10.28% |
Bradley H. Owens LJI Wealth Management, LLC | 333 | $201,309 | $169,420.41 | -$31,888.59 | -15.84% |
Invenio Wealth Partners LLC INVENIO WEALTH PARTNERS LLC | 374 | $174,368.32 | $190,279.98 | $15,911.66 | 9.13% |
Annmarie Young KPP Advisory Services LLC | 2,188 | $1M | $1.11M | $109,657.01 | 10.93% |
| MWS MFA Wealth Services MFA Wealth Services | 620 | $302,709.04 | $312,810.78 | $10,101.74 | 3.34% |
Tony Macafee UniSuper Management Pty Ltd | 227,617 | $105.22M | $114.84M | $9.62M | 9.14% |
Certus Wealth Management LLC Certus Wealth Management, LLC | 1,468 | $675,837.55 | $740,655.19 | $64,817.64 | 9.59% |
Alisha Arvold Christopher J. Hasenberg, Inc | 13 | $5,913 | $6,558.94 | $645.94 | 10.92% |
Andrew Stafford PREVAIL INNOVATIVE WEALTH ADVISORS, LLC | 814 | $405,063.25 | $414,016.68 | $8,953.43 | 2.21% |