| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Alexandra Stickelman Root Financial Partners, LLC | 2,879 | $233,359.54 | $229,816.17 | -$3,543.37 | -1.52% |
Pierre-Jean FROGNET Quintet Private Bank (Europe) S.A. | 557,836 | $48.72M | $44.55M | -$4.17M | -8.56% |
Benjamin J. Jones National Wealth Management Group, LLC | 4,205 | $317,435 | $335,516.95 | $18,081.95 | 5.7% |
Joe-Ben O'Banion TITLEIST ASSET MANAGEMENT, LLC | 4,553 | $329,064.16 | $363,420.46 | $34,356.3 | 10.44% |
| 3IP 3Chopt Investment Partners LLC 3Chopt Investment Partners, LLC | 15,100 | $1.09M | $1.2M | $111,891.2 | 10.24% |
Staci Compagno Portside Wealth Group, LLC | 4,341 | $341,499.54 | $345,869.17 | $4,369.63 | 1.28% |
Courtney Holt Compound Planning, Inc. | 73,527 | $5.97M | $5.81M | -$166,593.87 | -2.79% |
Katherine Stoner Empower Advisory Group, LLC | 2.15M | $156.72M | $171.15M | $14.43M | 9.21% |
Nemes Rush Group LLC Nemes Rush Group LLC | 2,400 | $218,497.04 | $189,864 | -$28,633.04 | -13.1% |
ELEVATUS WELATH MANAGEMENT ELEVATUS WELATH MANAGEMENT | 2,372 | $208,111 | $189,593.96 | -$18,517.04 | -8.9% |
Scott Kapusta First County Bank /CT/ | 5,076 | $428,558.15 | $404,963.28 | -$23,594.87 | -5.51% |
Ian Wang Plato Investment Management Ltd | 2,226 | $206,553.44 | $177,356.55 | -$29,196.89 | -14.14% |
Shawn Scholz Impact Partnership Wealth, LLC | 2,732 | $239,748 | $218,109.22 | -$21,638.78 | -9.03% |
Chad Tobin Slagle Financial, LLC | 42,860 | $3.22M | $3.39M | $173,995.37 | 5.41% |
| PSF Prairie Sky Financial Group LLC Prairie Sky Financial Group LLC | 4,859 | $358,992.88 | $383,229.33 | $24,236.45 | 6.75% |
John Shanley Aspect Partners, LLC | 474 | $32,627.72 | $37,848.9 | $5,221.18 | 16% |
Troy Leonard CORNERSTONE ENTERPRISES, LLC | 9,762 | $739,373 | $765,047.94 | $25,674.94 | 3.47% |
Rajiv Shah KINGSWOOD WEALTH ADVISORS, LLC | 113,334 | $8.23M | $8.95M | $716,213 | 8.7% |
Invenio Wealth Partners LLC INVENIO WEALTH PARTNERS LLC | 2,506 | $232,419.83 | $197,936.41 | -$34,483.42 | -14.84% |
Annmarie Young KPP Advisory Services LLC | 15,336 | $1.12M | $1.22M | $107,555.38 | 9.63% |