| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Jacob Going Alpine Bank Wealth Management | 1,099 | $51,093 | $53,312.49 | $2,219.49 | 4.34% |
| CWL Channel Wealth LLC Channel Wealth LLC | 4,606 | $214,133 | $224,634.62 | $10,501.62 | 4.9% |
Andrew Kirchner ELEVATION WEALTH PARTNERS, LLC | 135 | $6,111.25 | $6,504.3 | $393.05 | 6.43% |
Legacy Capital Group California Inc. Legacy Capital Group California, Inc. | 8,294 | $425,772.57 | $402,341.94 | -$23,430.63 | -5.5% |
Pierre-Jean FROGNET Quintet Private Bank (Europe) S.A. | 14,860 | $721,615.83 | $724,722.2 | $3,106.37 | 0.43% |
Joe-Ben O'Banion TITLEIST ASSET MANAGEMENT, LLC | 39,256 | $1.61M | $1.9M | $291,158.32 | 18.05% |
Staci Compagno Portside Wealth Group, LLC | 4,842 | $246,414.51 | $234,885.42 | -$11,529.09 | -4.68% |
Courtney Holt Compound Planning, Inc. | 15,832 | $699,319.59 | $762,389.96 | $63,070.37 | 9.02% |
Katherine Stoner Empower Advisory Group, LLC | 1.35M | $62.93M | $65.69M | $2.76M | 4.38% |
Nemes Rush Group LLC Nemes Rush Group LLC | 148 | $6,186.31 | $7,055.9 | $869.59 | 14.06% |
Ian Wang Plato Investment Management Ltd | 87,769 | $4.16M | $4.26M | $97,280.38 | 2.34% |
John Shanley Aspect Partners, LLC | 148 | $7,346.79 | $7,074.4 | -$272.39 | -3.71% |
Andrew Wiener Samjo Management, LLC | 225,089 | $8.63M | $10.72M | $2.09M | 24.24% |
Nancy Smetek Arcataur Capital Management LLC | 7,828 | $330,400.22 | $376,605.08 | $46,204.86 | 13.98% |
Rajiv Shah KINGSWOOD WEALTH ADVISORS, LLC | 17,654 | $875,184.19 | $845,096.98 | -$30,087.21 | -3.44% |
Bradley H. Owens LJI Wealth Management, LLC | 10,755 | $561,026.88 | $524,521.35 | -$36,505.53 | -6.51% |
Tony Macafee UniSuper Management Pty Ltd | 165,766 | $7.41M | $8.04M | $628,821.71 | 8.48% |
Andrew Stafford PREVAIL INNOVATIVE WEALTH ADVISORS, LLC | 5,214 | $267,144.36 | $254,286.78 | -$12,857.58 | -4.81% |
Norden Group LLC NORDEN GROUP LLC | 7,722 | $275,003.3 | $365,868.36 | $90,865.06 | 33.04% |
Peter Sigismondi Ramirez Asset Management, Inc. | 125 | $5,243.76 | $6,063.75 | $819.99 | 15.64% |