| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Courtney Holt Compound Planning, Inc. | 1,832 | $344,539.09 | $518,987.3 | $174,448.21 | 50.63% |
Shawn Scholz Impact Partnership Wealth, LLC | 3,449 | $815,312.38 | $977,067.24 | $161,754.86 | 19.84% |
Chad Tobin Slagle Financial, LLC | 1,276 | $307,873.53 | $361,478.05 | $53,604.52 | 17.41% |
John Shanley Aspect Partners, LLC | 20 | $6,059 | $5,665.8 | -$393.2 | -6.49% |
Jane Bortnem Cherry Tree Wealth Management, LLC | 21 | $4,078.29 | $5,949.09 | $1,870.8 | 45.87% |
Rajiv Shah KINGSWOOD WEALTH ADVISORS, LLC | 14,108 | $3.3M | $4M | $693,365.34 | 20.99% |
| SCL Sykon Capital LLC SYKON CAPITAL LLC | 21,557 | $6.53M | $6.42M | -$107,464.92 | -1.65% |
Bradley H. Owens LJI Wealth Management, LLC | 1,472 | $236,198.56 | $417,002.89 | $180,804.33 | 76.55% |
Annmarie Young KPP Advisory Services LLC | 150,298 | $37.41M | $42.58M | $5.17M | 13.81% |
Alisha Arvold Christopher J. Hasenberg, Inc | 14,792 | $2.67M | $4.19M | $1.52M | 57.18% |
Andrew Stafford PREVAIL INNOVATIVE WEALTH ADVISORS, LLC | 61,729 | $14.35M | $17.49M | $3.13M | 21.83% |
John Hayes LongView Wealth Management | 1,083 | $257,473.03 | $306,803.08 | $49,330.05 | 19.16% |
Bradley Harsch Strategic Advocates LLC | 1 | $247 | $297.98 | $50.98 | 20.64% |
Timothy Monaco Dechtman Wealth Management, LLC | 67,622 | $12.28M | $19.16M | $6.88M | 56.03% |
Christopher C. Powers Farther Finance Advisors, LLC | 144,178 | $34.68M | $40.84M | $6.16M | 17.77% |
Peter David N Soliman Second Line Capital, LLC | 9,612 | $2.3M | $2.86M | $562,082.23 | 24.42% |
Dina Fliss Global View Capital Management LLC | 120,688 | $36.26M | $34.19M | -$2.07M | -5.7% |
Patrick J. DiNuzzo DiNuzzo Private Wealth, Inc. | 210 | $56,685.14 | $59,490.9 | $2,805.76 | 4.95% |
| SPS Sean P. Skuja QRG CAPITAL MANAGEMENT, INC. | 1,518 | $375,705.28 | $430,034.24 | $54,328.96 | 14.46% |
Jae Cho Marex Group plc | 1,011 | $306,303 | $304,321.12 | -$1,981.88 | -0.65% |