| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Crystal Karstens PETRA FINANCIAL ADVISORS Inc. | 8,866 | $450,481.33 | $473,222.75 | $22,741.42 | 5.05% |
Douglas J. Eaton Eaton Financial Holdings Company LLC | 8,024 | $472,774 | $428,963.04 | -$43,810.96 | -9.27% |
| PIL PFG Investments LLC PFG Investments LLC | 6,289 | $241,283.52 | $331,901.97 | $90,618.45 | 37.56% |
| PVI Pine Valley Investments Ltd. Liability Co. Pine Valley Investments Ltd. Liability Co. | 11,338 | $455,482.73 | $598,805.13 | $143,322.4 | 31.47% |
David Silver INSTRUMENTAL WEALTH, LLC | 6,021 | $297,000.99 | $316,885.23 | $19,884.24 | 6.7% |
Andrew Kirchner ELEVATION WEALTH PARTNERS, LLC | 1,207 | $52,689.81 | $63,850.3 | $11,160.49 | 21.18% |
Courtney Holt Compound Planning, Inc. | 7,854 | $329,039.28 | $413,434.56 | $84,395.28 | 25.65% |
Nemes Rush Group LLC Nemes Rush Group LLC | 182 | $8,212.4 | $9,569.56 | $1,357.16 | 16.53% |
John Shanley Aspect Partners, LLC | 76 | $2,605 | $4,021.16 | $1,416.16 | 54.36% |
Rajiv Shah KINGSWOOD WEALTH ADVISORS, LLC | 46,664 | $2.03M | $2.45M | $423,684.91 | 20.86% |
| ACL AIFG Consultants Ltd. AIFG Consultants Ltd. | 19,194 | $781,862.67 | $1.01M | $226,206.21 | 28.93% |
Dan Stevenson MIDLAND WEALTH ADVISORS LLC | 3,782 | $222,835 | $202,261.36 | -$20,573.64 | -9.23% |
Andrew Agosta Prosperity Financial Group, Inc. | 53,394 | $2.21M | $2.85M | $644,068.16 | 29.17% |
Elliot Kallen Prosperity Wealth Management, Inc. | 5,279 | $200,267.38 | $279,681.42 | $79,414.04 | 39.65% |
Brandon Silvia SILVIA MCCOLL WEALTH MANAGEMENT, LLC | 5,092 | $223,243.95 | $269,519.56 | $46,275.61 | 20.73% |
Christopher C. Powers Farther Finance Advisors, LLC | 107,248 | $5.33M | $5.68M | $351,478.6 | 6.6% |
Dina Fliss Global View Capital Management LLC | 13,267 | $654,293.41 | $707,661.78 | $53,368.37 | 8.16% |
Jon Greer GSG Advisors LLC | 7,809 | $239,285.82 | $416,532.06 | $177,246.24 | 74.07% |
NICOLE MARTIN Arlington Trust Co LLC | 250 | $9,432.65 | $13,175 | $3,742.35 | 39.67% |
Envestnet Portfolio Solutions Inc. Envestnet Portfolio Solutions, Inc. | 11,723 | $690,719 | $619,560.55 | -$71,158.45 | -10.3% |