| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Shawn Scholz Impact Partnership Wealth, LLC | 9,596 | $231,081.53 | $259,283.92 | $28,202.39 | 12.2% |
John Shanley Aspect Partners, LLC | 20,661 | $453,043.05 | $558,260.22 | $105,217.17 | 23.22% |
Jane Bortnem Cherry Tree Wealth Management, LLC | 217,256 | $5.18M | $5.87M | $690,111.44 | 13.32% |
Hovig Melkonian LAZARI CAPITAL MANAGEMENT, INC. | 9,194 | $228,437.11 | $250,398.59 | $21,961.48 | 9.61% |
| MRC Martin R. Curiel MYECFO, LLC | 584,925 | $9.44M | $15.89M | $6.45M | 68.32% |
Nancy Smetek Arcataur Capital Management LLC | 117,022 | $2.09M | $3.16M | $1.07M | 51.45% |
Rajiv Shah KINGSWOOD WEALTH ADVISORS, LLC | 26,966 | $654,868.9 | $726,464.04 | $71,595.14 | 10.93% |
Bradley H. Owens LJI Wealth Management, LLC | 13,748 | $275,817.74 | $373,670.64 | $97,852.9 | 35.48% |
Alisha Arvold Christopher J. Hasenberg, Inc | 1.3M | $28.73M | $35.29M | $6.56M | 22.83% |
Andrew Stafford PREVAIL INNOVATIVE WEALTH ADVISORS, LLC | 9,716 | $233,895.4 | $264,177.07 | $30,281.67 | 12.95% |
Thomas Dobbins New Republic Capital, LLC | 44 | $870 | $1,188.88 | $318.88 | 36.65% |
| SMR Stephen M Reiches Rappaport Reiches Capital Management, LLC | 89,741 | $1.44M | $2.42M | $981,026.92 | 67.95% |
Bradley Harsch Strategic Advocates LLC | 9,412 | $245,028.88 | $254,876.96 | $9,848.08 | 4.02% |
Tracey A. Baker CJM Wealth Advisers, Ltd. | 14,037 | $388,811 | $378,086.59 | -$10,724.41 | -2.76% |
Christopher C. Powers Farther Finance Advisors, LLC | 2.25M | $55.17M | $60.47M | $5.3M | 9.61% |
ANDREW J. BARFOOT Madison Park Capital Advisors, LLC | 10,319 | $206,355.03 | $277,942.26 | $71,587.23 | 34.69% |
Ryan Payne Payne Capital Management, LLC | 1.57M | $30.27M | $42.35M | $12.08M | 39.92% |
Schoolcraft Capital LLC Schoolcraft Capital LLC | 21,272 | $371,761.34 | $577,960.24 | $206,198.9 | 55.47% |
Equita Financial Network Inc. Equita Financial Network, Inc. | 18,868 | $438,465.42 | $509,152.98 | $70,687.56 | 16.12% |
| HG Heather Greenwood Cobblestone Asset Management LLC | 164,752 | $4.56M | $4.44M | -$120,285.36 | -2.64% |