| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Paul B. Ordonio Park Place Capital Corp. | 3,307 | $366,614.02 | $373,525.65 | $6,911.63 | 1.89% |
Kevin Kroskey True Wealth Design LLC | 100 | $11,086 | $10,824 | -$262 | -2.36% |
Jill Batley Gateway Wealth Partners LLC | 15,328 | $1.39M | $1.66M | $266,936.75 | 19.17% |
Leigha Shepard Midwest Financial Group LLC | 3,224 | $191,792.09 | $348,965.76 | $157,173.67 | 81.95% |
Andrew Brady Brady Family Wealth LLC | 2,687 | $195,237.73 | $290,840.88 | $95,603.15 | 48.97% |
| PIL PFG Investments LLC PFG Investments LLC | 7,055 | $602,793.12 | $763,633.2 | $160,840.08 | 26.68% |
| PVI Pine Valley Investments Ltd. Liability Co. Pine Valley Investments Ltd. Liability Co. | 20,665 | $1.81M | $2.24M | $430,745.26 | 23.85% |
Legacy Capital Group California Inc. Legacy Capital Group California, Inc. | 5,421 | $503,995.6 | $586,769.04 | $82,773.44 | 16.42% |
| 3IP 3Chopt Investment Partners LLC 3Chopt Investment Partners, LLC | 629 | $69,730.75 | $68,082.96 | -$1,647.79 | -2.36% |
Courtney Holt Compound Planning, Inc. | 2,240 | $216,062.72 | $242,457.6 | $26,394.88 | 12.22% |
Katherine Stoner Empower Advisory Group, LLC | 3,847 | $344,031.81 | $424,208.69 | $80,176.88 | 23.31% |
Nemes Rush Group LLC Nemes Rush Group LLC | 731 | $82,614.27 | $82,566.45 | -$47.82 | -0.06% |
ELEVATUS WELATH MANAGEMENT ELEVATUS WELATH MANAGEMENT | 4,855 | $336,292.93 | $535,360.85 | $199,067.92 | 59.19% |
Shawn Scholz Impact Partnership Wealth, LLC | 223,779 | $23.99M | $24.22M | $228,459.08 | 0.95% |
Jane Bortnem Cherry Tree Wealth Management, LLC | 67 | $7,428 | $7,252.08 | -$175.92 | -2.37% |
Rajiv Shah KINGSWOOD WEALTH ADVISORS, LLC | 4,218 | $419,004.95 | $456,556.32 | $37,551.37 | 8.96% |
Andrew Halac Talon Private Wealth, LLC | 48,725 | $5.14M | $5.27M | $138,277.42 | 2.69% |
Christopher C. Powers Farther Finance Advisors, LLC | 50,622 | $5.29M | $5.48M | $186,165.62 | 3.52% |
Anthony Moeller MN Wealth Advisors, LLC | 9,171 | $1.02M | $992,669.04 | -$24,027.79 | -2.36% |
Kevin Orr Centennial Bank/AR/ | 28,658 | $3.34M | $3.19M | -$150,721.46 | -4.51% |