| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| SHF Second Half Financial Partners LLC Second Half Financial Partners LLC | 499,503 | $26.1M | $26.49M | $395,590.67 | 1.52% |
Paul Saltaformaggio Hibernia Wealth Partners LLC | 4,832 | $260,242.3 | $256,289.28 | -$3,953.02 | -1.52% |
Brian Dechow SWAN Capital LLC | 1,186 | $63,678.73 | $65,668.82 | $1,990.09 | 3.13% |
Jessica Thayer Unique Wealth LLC | 10,220 | $550,752.42 | $542,068.81 | -$8,683.61 | -1.58% |
| BP Brett Pohl Kingdom Financial Group LLC | 503 | $28,565 | $27,785.72 | -$779.28 | -2.73% |
Jesse Ellington Dover Advisors LLC | 9,465 | $509,785 | $522,846.6 | $13,061.6 | 2.56% |
Walter J. West Milestone Asset Management LLC | 69,054 | $3.73M | $3.66M | -$62,532.66 | -1.68% |
Moises Valladares Insigneo Advisory Services LLC | 39,106 | $2.21M | $2.18M | -$27,029.88 | -1.22% |
Robert B. LaRue Owen LaRue LLC | 113,790 | $6.15M | $6.04M | -$113,860.71 | -1.85% |
Steven Trigili Garden State Investment Advisory Services LLC | 44,089 | $2.28M | $2.43M | $148,564.43 | 6.51% |
Robert Hackenberg Northeast Financial Group Inc. | 153,434 | $7.63M | $8.14M | $512,871.51 | 6.73% |
Jill Batley Gateway Wealth Partners LLC | 17,228 | $873,894.25 | $913,773.14 | $39,878.89 | 4.56% |
David Kronour Kapstone Financial Advisors LLC | 6,044 | $331,316.33 | $333,870.56 | $2,554.23 | 0.77% |
Gregory Turcotte Alpha Financial Partners LLC | 17,420 | $953,004.94 | $960,538.8 | $7,533.86 | 0.79% |
Leigha Shepard Midwest Financial Group LLC | 13,500 | $753,747 | $716,040.01 | -$37,706.99 | -5% |
| PIL PFG Investments LLC PFG Investments LLC | 83,802 | $4.31M | $4.44M | $132,758.89 | 3.08% |
Bluestem Wealth Partners LLC BlueStem Wealth Partners, LLC | 43,957 | $2.31M | $2.42M | $116,795.4 | 5.06% |
Courtney Holt Compound Planning, Inc. | 3,942 | $212,316 | $209,083.68 | -$3,232.32 | -1.52% |
John Shanley Aspect Partners, LLC | 20 | $1,065 | $1,060.8 | -$4.2 | -0.39% |
Troy Leonard CORNERSTONE ENTERPRISES, LLC | 45,387 | $2.58M | $2.41M | -$170,203.47 | -6.6% |