| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Kure Advisory LLC Kure Advisory, LLC | 1,849 | $265,884.88 | $292,142 | $26,257.12 | 9.88% |
Melissa Imbrogno BROWN WEALTH MANAGEMENT, LLC | 2,195 | $333,089.87 | $348,236.75 | $15,146.88 | 4.55% |
Rajiv Shah KINGSWOOD WEALTH ADVISORS, LLC | 30,532 | $5.04M | $4.82M | -$225,800.27 | -4.48% |
Bradley H. Owens LJI Wealth Management, LLC | 2,383 | $373,448.99 | $379,909.77 | $6,460.78 | 1.73% |
Carrie Miller Trellis Wealth Advisors LLC | 2,329 | $348,855.31 | $368,133.38 | $19,278.07 | 5.53% |
Invenio Wealth Partners LLC INVENIO WEALTH PARTNERS LLC | 2,362 | $367,371.34 | $371,731.56 | $4,360.22 | 1.19% |
Annmarie Young KPP Advisory Services LLC | 31,853 | $4.7M | $5.05M | $347,655.6 | 7.4% |
| MWS MFA Wealth Services MFA Wealth Services | 4,924 | $804,607.62 | $783,408.4 | -$21,199.22 | -2.63% |
Tony Macafee UniSuper Management Pty Ltd | 651,463 | $100.31M | $103.17M | $2.85M | 2.85% |
Thomas Healy PFW Advisors LLC | 13,622 | $1.74M | $2.14M | $402,939.77 | 23.2% |
Alisha Arvold Christopher J. Hasenberg, Inc | 739 | $121,766.27 | $117,478.83 | -$4,287.44 | -3.52% |
Thomas Dobbins New Republic Capital, LLC | 12,688 | $1.88M | $2.01M | $127,863.57 | 6.79% |
Dan Stevenson MIDLAND WEALTH ADVISORS LLC | 9,986 | $1.47M | $1.59M | $122,738.77 | 8.34% |
Invesco LLC INVESCO, LLC | 15,033 | $2.27M | $2.38M | $110,142.88 | 4.84% |
Elizabeth Fleming Armstrong, Fleming & Moore, Inc | 13,515 | $2.13M | $2.12M | -$4,023.86 | -0.19% |
John Hayes LongView Wealth Management | 6,274 | $944,391.64 | $997,377.78 | $52,986.14 | 5.61% |
| SMR Stephen M Reiches Rappaport Reiches Capital Management, LLC | 1,567 | $267,032 | $246,144.36 | -$20,887.64 | -7.82% |
Andrew Halac Talon Private Wealth, LLC | 2,200 | $353,728.27 | $350,339 | -$3,389.27 | -0.96% |
Norden Group LLC NORDEN GROUP LLC | 22,852 | $3.7M | $3.62M | -$78,669.15 | -2.13% |
Andrew Agosta Prosperity Financial Group, Inc. | 3,555 | $547,454.96 | $567,342.45 | $19,887.49 | 3.63% |