| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Benjamin J. Jones National Wealth Management Group, LLC | 1,679 | $280,129.45 | $247,837.19 | -$32,292.26 | -11.53% |
Joe-Ben O'Banion TITLEIST ASSET MANAGEMENT, LLC | 1,778 | $328,477 | $262,450.58 | -$66,026.42 | -20.1% |
Trivant Custom Portfolio Group LLC Trivant Custom Portfolio Group, LLC | 1,535 | $195,831.18 | $226,581.35 | $30,750.17 | 15.7% |
Eugene Donato KENNEDY INVESTMENT GROUP | 2,662 | $294,757.79 | $392,937.82 | $98,180.03 | 33.31% |
Jorge Paganin Abacus Wealth Partners, LLC | 2,234 | $382,125.7 | $329,760.74 | -$52,364.96 | -13.7% |
| 3IP 3Chopt Investment Partners LLC 3Chopt Investment Partners, LLC | 12,140 | $2.07M | $1.79M | -$282,445.5 | -13.62% |
Staci Compagno Portside Wealth Group, LLC | 6,564 | $1.02M | $968,912.04 | -$46,189.42 | -4.55% |
Courtney Holt Compound Planning, Inc. | 12,448 | $2.21M | $1.84M | -$368,364.4 | -16.7% |
Katherine Stoner Empower Advisory Group, LLC | 15,522 | $2.65M | $2.29M | -$359,126.19 | -13.55% |
| SML Sweeney & Michel LLC SWEENEY & MICHEL, LLC | 3,851 | $492,501.88 | $568,446.11 | $75,944.23 | 15.42% |
Andrew Nall PMV Capital Advisers, LLC | 200 | $30,865.11 | $29,522 | -$1,343.11 | -4.35% |
Nemes Rush Group LLC Nemes Rush Group LLC | 133,450 | $17.57M | $19.7M | $2.13M | 12.14% |
Scott Kapusta First County Bank /CT/ | 2,319 | $352,304.77 | $342,307.59 | -$9,997.18 | -2.84% |
Ian Wang Plato Investment Management Ltd | 24,982 | $4.12M | $4.19M | $74,982.39 | 1.82% |
Shawn Scholz Impact Partnership Wealth, LLC | 5,243 | $770,592.91 | $773,919.23 | $3,326.32 | 0.43% |
Chad Tobin Slagle Financial, LLC | 1,228 | $226,868 | $181,265.08 | -$45,602.92 | -20.1% |
| PSF Prairie Sky Financial Group LLC Prairie Sky Financial Group LLC | 1,370 | $231,967.47 | $202,225.7 | -$29,741.77 | -12.82% |
John Shanley Aspect Partners, LLC | 107 | $17,685.86 | $15,794.27 | -$1,891.59 | -10.7% |
Jane Bortnem Cherry Tree Wealth Management, LLC | 222 | $33,777.5 | $32,769.42 | -$1,008.08 | -2.98% |
Rajiv Shah KINGSWOOD WEALTH ADVISORS, LLC | 22,549 | $3.49M | $3.33M | -$166,122.88 | -4.75% |