| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Scott Register Register Financial Advisors LLC | 254 | $42,788.57 | $39,621.46 | -$3,167.11 | -7.4% |
Colleen Wysong Koesten, Hirschmann & Crabtree Inc. | 2,145 | $168,168 | $329,665.05 | $161,497.05 | 96.03% |
| AAL Avraham A. Levitan Glass Jacobson Investment Advisors LLC | 207 | $24,280.21 | $32,348.92 | $8,068.71 | 33.23% |
Scott Highmark Mosaic Family Wealth Partners LLC | 1,525 | $253,998.23 | $237,884.75 | -$16,113.48 | -6.34% |
Rick Mordesovich Sonoma Private Wealth LLC | 2,716 | $450,040.93 | $418,617.08 | -$31,423.85 | -6.98% |
Jill Batley Gateway Wealth Partners LLC | 5,048 | $833,163.51 | $787,159.88 | -$46,003.63 | -5.52% |
Michaela Herlihy BEACON FINANCIAL PLANNING Inc. | 1,293 | $214,316.7 | $199,503.43 | -$14,813.27 | -6.91% |
| DK Daniel Kauper Milestone Investment Advisors LLC | 214 | $24,981.36 | $33,734.96 | $8,753.6 | 35.04% |
| PIL PFG Investments LLC PFG Investments LLC | 3,048 | $459,366.78 | $471,129.36 | $11,762.58 | 2.56% |
Andrew Kirchner ELEVATION WEALTH PARTNERS, LLC | 1,140 | $127,526.41 | $176,825.4 | $49,298.99 | 38.66% |
Ted Fischer FISCHER INVESTMENT STRATEGIES, LLC | 28,402 | $4.71M | $4.37M | -$341,126.11 | -7.25% |
Courtney Holt Compound Planning, Inc. | 9,358 | $1.08M | $1.44M | $365,287.55 | 33.83% |
Nemes Rush Group LLC Nemes Rush Group LLC | 76 | $11,089.97 | $11,706.28 | $616.31 | 5.56% |
Jane Bortnem Cherry Tree Wealth Management, LLC | 21 | $2,448 | $3,261.93 | $813.93 | 33.25% |
Rajiv Shah KINGSWOOD WEALTH ADVISORS, LLC | 17,691 | $2.79M | $2.73M | -$60,431.81 | -2.17% |
Annmarie Young KPP Advisory Services LLC | 50,965 | $8.23M | $7.95M | -$278,255.78 | -3.38% |
Andrew Agosta Prosperity Financial Group, Inc. | 4,530 | $476,196.7 | $714,199.8 | $238,003.1 | 49.98% |
Elliot Kallen Prosperity Wealth Management, Inc. | 1,280 | $200,526 | $199,718.4 | -$807.6 | -0.4% |
Christopher C. Powers Farther Finance Advisors, LLC | 2,364 | $400,713.68 | $362,259.38 | -$38,454.3 | -9.6% |
Marilou Davido WFA Asset Management Corp | 251 | $28,806.51 | $39,348.01 | $10,541.5 | 36.59% |