| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Kure Advisory LLC Kure Advisory, LLC | 371 | $220,666.29 | $206,539.42 | -$14,126.87 | -6.4% |
Melissa Imbrogno BROWN WEALTH MANAGEMENT, LLC | 1,189 | $766,416.43 | $661,928.21 | -$104,488.22 | -13.63% |
Troy Leonard CORNERSTONE ENTERPRISES, LLC | 14,435 | $9.05M | $8.04M | -$1.01M | -11.2% |
Nancy Smetek Arcataur Capital Management LLC | 1,841 | $563,204.95 | $1.02M | $461,698.2 | 81.98% |
Rajiv Shah KINGSWOOD WEALTH ADVISORS, LLC | 27,877 | $17.03M | $15.52M | -$1.51M | -8.88% |
| SCL Sykon Capital LLC SYKON CAPITAL LLC | 3,258 | $1.05M | $1.89M | $835,293.41 | 79.51% |
Bradley H. Owens LJI Wealth Management, LLC | 4,883 | $1.19M | $2.72M | $1.53M | 129.24% |
Invenio Wealth Partners LLC INVENIO WEALTH PARTNERS LLC | 2,459 | $1.31M | $1.37M | $62,642.92 | 4.8% |
Annmarie Young KPP Advisory Services LLC | 4,553 | $2.24M | $2.53M | $291,819.2 | 13.01% |
| MWS MFA Wealth Services MFA Wealth Services | 1,059 | $628,450.13 | $589,555.91 | -$38,894.22 | -6.19% |
Tony Macafee UniSuper Management Pty Ltd | 689,013 | $364.16M | $406.41M | $42.25M | 11.6% |
Certus Wealth Management LLC Certus Wealth Management, LLC | 445 | $224,784.55 | $247,735.96 | $22,951.41 | 10.21% |
Lars Phillips RAM Investment Partners, LLC | 3,533 | $2.04M | $1.97M | -$74,015.05 | -3.63% |
Thomas Healy PFW Advisors LLC | 1,730 | $464,347.63 | $963,108.33 | $498,760.7 | 107.41% |
Kent D. Aloia HOGE FINANCIAL SERVICES, LLC | 3,791 | $2.06M | $2.11M | $51,235.5 | 2.49% |
Alisha Arvold Christopher J. Hasenberg, Inc | 20 | $10,084 | $11,134.2 | $1,050.2 | 10.41% |
Andrew Stafford PREVAIL INNOVATIVE WEALTH ADVISORS, LLC | 927 | $559,535.37 | $516,070.19 | -$43,465.18 | -7.77% |
Thomas Dobbins New Republic Capital, LLC | 5,107 | $3.31M | $2.95M | -$362,523.27 | -10.94% |
Dan Stevenson MIDLAND WEALTH ADVISORS LLC | 2,348 | $953,083.12 | $1.31M | $354,072.01 | 37.15% |
Invesco LLC INVESCO, LLC | 5,027 | $2.18M | $2.8M | $618,043.58 | 28.34% |