| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Kevin Kroskey True Wealth Design LLC | 28 | $7,705.37 | $7,840.28 | $134.91 | 1.75% |
Jill Batley Gateway Wealth Partners LLC | 2,338 | $643,517.82 | $647,310.37 | $3,792.55 | 0.59% |
| RT Ruth Thortvedt Cravens & Co. Advisors LLC | 3,020 | $802,897 | $838,412.4 | $35,515.4 | 4.42% |
Gregory Turcotte Alpha Financial Partners LLC | 657 | $208,535 | $184,051.98 | -$24,483.02 | -11.74% |
Leigha Shepard Midwest Financial Group LLC | 1,775 | $188,334.84 | $497,017.77 | $308,682.93 | 163.9% |
| PIL PFG Investments LLC PFG Investments LLC | 1,273 | $377,093.35 | $357,897.58 | -$19,195.77 | -5.09% |
Eric J. Kemnitz Polymer Capital Management USS) LLC | 649 | $206,077 | $180,568.02 | -$25,508.98 | -12.38% |
Andrew Kirchner ELEVATION WEALTH PARTNERS, LLC | 5 | $1,587.7 | $1,400.45 | -$187.25 | -11.79% |
Alexandra Stickelman Root Financial Partners, LLC | 953 | $265,789.23 | $267,716.76 | $1,927.53 | 0.73% |
Benjamin J. Jones National Wealth Management Group, LLC | 755 | $244,302.99 | $215,420.37 | -$28,882.62 | -11.82% |
Joe-Ben O'Banion TITLEIST ASSET MANAGEMENT, LLC | 1,031 | $322,091.32 | $289,143.95 | -$32,947.37 | -10.23% |
| 3IP 3Chopt Investment Partners LLC 3Chopt Investment Partners, LLC | 647 | $206,237 | $183,767.41 | -$22,469.59 | -10.9% |
Staci Compagno Portside Wealth Group, LLC | 864 | $274,350 | $241,773.12 | -$32,576.88 | -11.87% |
Courtney Holt Compound Planning, Inc. | 11,255 | $2.86M | $3.16M | $299,840.08 | 10.48% |
Katherine Stoner Empower Advisory Group, LLC | 2,001 | $330,101.84 | $558,379.05 | $228,277.21 | 69.15% |
Nemes Rush Group LLC Nemes Rush Group LLC | 3 | $826 | $837.45 | $11.45 | 1.39% |
John Shanley Aspect Partners, LLC | 24 | $4,636.46 | $6,673.44 | $2,036.98 | 43.93% |
Rajiv Shah KINGSWOOD WEALTH ADVISORS, LLC | 1,717 | $483,490.15 | $477,978.46 | -$5,511.69 | -1.14% |
| SCL Sykon Capital LLC SYKON CAPITAL LLC | 1,063 | $332,868 | $297,756.93 | -$35,111.07 | -10.55% |
Norden Group LLC NORDEN GROUP LLC | 1,106 | $332,316.19 | $306,229.28 | -$26,086.91 | -7.85% |