| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Jenna Laws Evexia Wealth LLC | 2,381 | $236,171.39 | $276,946.01 | $40,774.62 | 17.26% |
| AW ARIN WESNITZER Pinnacle West Asset Management, Inc. | 8,635 | $1.36M | $1M | -$353,209.38 | -26.02% |
Brian Glas Noble Family Wealth, LLC | 7,230 | $1.35M | $840,957.45 | -$511,307.67 | -37.81% |
Andrew Kirchner ELEVATION WEALTH PARTNERS, LLC | 213 | $23,538.36 | $24,829.41 | $1,291.05 | 5.48% |
Legacy Capital Group California Inc. Legacy Capital Group California, Inc. | 6,247 | $741,712.96 | $728,212.79 | -$13,500.17 | -1.82% |
Alexandra Stickelman Root Financial Partners, LLC | 1,622 | $145,080.39 | $189,076.54 | $43,996.15 | 30.33% |
Pierre-Jean FROGNET Quintet Private Bank (Europe) S.A. | 685 | $89,493.11 | $79,960.05 | -$9,533.06 | -10.65% |
Eugene Donato KENNEDY INVESTMENT GROUP | 4,066 | $618,160.76 | $472,936.79 | -$145,223.97 | -23.49% |
Staci Compagno Portside Wealth Group, LLC | 23,004 | $3.11M | $2.71M | -$398,831.88 | -12.81% |
Courtney Holt Compound Planning, Inc. | 22,199 | $2.69M | $2.59M | -$106,609.92 | -3.96% |
Katherine Stoner Empower Advisory Group, LLC | 1.15M | $170.46M | $133.78M | -$36.68M | -21.52% |
Nemes Rush Group LLC Nemes Rush Group LLC | 66 | $11,070.63 | $7,693.62 | -$3,377.01 | -30.5% |
John Shanley Aspect Partners, LLC | 30 | $3,821.83 | $3,388.2 | -$433.63 | -11.35% |
Jane Bortnem Cherry Tree Wealth Management, LLC | 3 | $537.78 | $349.77 | -$188.01 | -34.96% |
Rajiv Shah KINGSWOOD WEALTH ADVISORS, LLC | 26,094 | $3.04M | $3.04M | $4,578.92 | 0.15% |
Bradley H. Owens LJI Wealth Management, LLC | 10,355 | $939,107.62 | $1.21M | $268,181.83 | 28.56% |
Annmarie Young KPP Advisory Services LLC | 5,838 | $630,333.08 | $680,652.42 | $50,319.34 | 7.98% |
Tony Macafee UniSuper Management Pty Ltd | 61,726 | $8.19M | $7.2M | -$989,995.75 | -12.09% |
Alisha Arvold Christopher J. Hasenberg, Inc | 503 | $68,836 | $57,487.87 | -$11,348.13 | -16.49% |
Thomas Dobbins New Republic Capital, LLC | 4,041 | $397,593 | $471,140.19 | $73,547.19 | 18.5% |