| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Shawn Scholz Impact Partnership Wealth, LLC | 20,872 | $865,866.65 | $1.06M | $194,013.51 | 22.41% |
John Shanley Aspect Partners, LLC | 165 | $7,488.86 | $8,378.7 | $889.84 | 11.88% |
Jane Bortnem Cherry Tree Wealth Management, LLC | 1,789 | $37,372.47 | $90,845.42 | $53,472.95 | 143.08% |
Hovig Melkonian LAZARI CAPITAL MANAGEMENT, INC. | 4,188 | $111,577.97 | $212,666.64 | $101,088.67 | 90.6% |
Kure Advisory LLC Kure Advisory, LLC | 4,961 | $210,197.39 | $251,919.58 | $41,722.19 | 19.85% |
Rajiv Shah KINGSWOOD WEALTH ADVISORS, LLC | 36,429 | $1.27M | $1.85M | $577,717.7 | 45.41% |
| ACL AIFG Consultants Ltd. AIFG Consultants Ltd. | 5,864 | $167,129.75 | $297,773.92 | $130,644.17 | 78.17% |
Bradley H. Owens LJI Wealth Management, LLC | 5,344 | $348,996.05 | $271,368.32 | -$77,627.73 | -22.24% |
Jeremy Sorci Premier Financial Group | 13,924 | $456,846.44 | $707,060.72 | $250,214.28 | 54.77% |
Annmarie Young KPP Advisory Services LLC | 3,826 | $246,562.5 | $194,284.28 | -$52,278.22 | -21.2% |
Alisha Arvold Christopher J. Hasenberg, Inc | 110 | $2,503 | $5,585.8 | $3,082.8 | 123.16% |
Andrew Halac Talon Private Wealth, LLC | 3,038 | $207,009 | $154,269.64 | -$52,739.36 | -25.48% |
Denise Reinert CGC Financial Services, LLC | 2,800 | $58,492.21 | $142,184 | $83,691.79 | 143.08% |
Christopher C. Powers Farther Finance Advisors, LLC | 75,635 | $3.2M | $3.84M | $636,090.33 | 19.85% |
David Skalicky INSPIRE TRUST CO, N.A. | 53,500 | $1.39M | $2.72M | $1.33M | 96.09% |
Dina Fliss Global View Capital Management LLC | 23,761 | $1.11M | $1.21M | $100,582.84 | 9.09% |
Patrick J. DiNuzzo DiNuzzo Private Wealth, Inc. | 720 | $21,926.46 | $36,561.6 | $14,635.14 | 66.75% |
Jeremy Intihar TIAA TRUST, NATIONAL ASSOCIATION | 350 | $22,546.96 | $17,773 | -$4,773.96 | -21.17% |
Jae Cho Marex Group plc | 416,218 | $26.71M | $21.14M | -$5.58M | -20.88% |
Christopher Barr Red Mountain Financial, LLC | 4,535 | $292,145.19 | $230,287.3 | -$61,857.89 | -21.17% |