| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Bluestem Wealth Partners LLC BlueStem Wealth Partners, LLC | 2,360 | $195,706.18 | $272,320.4 | $76,614.22 | 39.15% |
Benjamin J. Jones National Wealth Management Group, LLC | 31,991 | $1.9M | $3.62M | $1.72M | 90.49% |
Joe-Ben O'Banion TITLEIST ASSET MANAGEMENT, LLC | 130,427 | $8.53M | $14.77M | $6.24M | 73.23% |
Trivant Custom Portfolio Group LLC Trivant Custom Portfolio Group, LLC | 12,432 | $1.15M | $1.43M | $285,582.98 | 24.86% |
Courtney Holt Compound Planning, Inc. | 40,248 | $2.91M | $4.56M | $1.64M | 56.36% |
Katherine Stoner Empower Advisory Group, LLC | 66,208 | $3.81M | $7.49M | $3.68M | 96.52% |
| SML Sweeney & Michel LLC SWEENEY & MICHEL, LLC | 5,568 | $282,571.06 | $642,491.52 | $359,920.46 | 127.37% |
Nemes Rush Group LLC Nemes Rush Group LLC | 2,040 | $176,242.37 | $230,724 | $54,481.63 | 30.91% |
ELEVATUS WELATH MANAGEMENT ELEVATUS WELATH MANAGEMENT | 17,536 | $973,302.45 | $2.02M | $1.05M | 107.9% |
Megan J. Lottier Rockwood Wealth Management, LLC | 18,627 | $1.42M | $2.15M | $731,632.88 | 51.61% |
Shawn Scholz Impact Partnership Wealth, LLC | 2,304 | $217,327.1 | $265,858.56 | $48,531.46 | 22.33% |
Chad Tobin Slagle Financial, LLC | 6,296 | $487,608.84 | $726,495.44 | $238,886.6 | 48.99% |
John Shanley Aspect Partners, LLC | 4,826 | $400,288.55 | $545,820.59 | $145,532.04 | 36.36% |
Jane Bortnem Cherry Tree Wealth Management, LLC | 1,720 | $95,064.4 | $199,004 | $103,939.6 | 109.34% |
| MRC Martin R. Curiel MYECFO, LLC | 7,504 | $555,711.1 | $868,212.8 | $312,501.7 | 56.23% |
Rajiv Shah KINGSWOOD WEALTH ADVISORS, LLC | 61,240 | $5.37M | $7.09M | $1.71M | 31.83% |
| SCL Sykon Capital LLC SYKON CAPITAL LLC | 4,200 | $217,824.6 | $485,940 | $268,115.4 | 123.09% |
Bradley H. Owens LJI Wealth Management, LLC | 4,400 | $365,148.4 | $497,639.99 | $132,491.59 | 36.28% |
Lars Phillips RAM Investment Partners, LLC | 9,776 | $644,319.34 | $1.13M | $481,338.18 | 74.7% |
Thomas Healy PFW Advisors LLC | 3,732 | $230,774.77 | $431,792.4 | $201,017.63 | 87.11% |