| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Able Financial Group LLC ABLE Financial Group, LLC | 7,577 | $309,369 | $316,945.91 | $7,576.91 | 2.45% |
Courtney Holt Compound Planning, Inc. | 14,294 | $594,163.37 | $599,490.36 | $5,326.99 | 0.9% |
Nemes Rush Group LLC Nemes Rush Group LLC | 145 | $5,981.83 | $6,091.45 | $109.62 | 1.83% |
Krista D. McBeath LANDMARK WEALTH MANAGEMENT, INC. | 4,701 | $206,986 | $197,042.41 | -$9,943.59 | -4.8% |
John Shanley Aspect Partners, LLC | 162,495 | $6.59M | $6.83M | $235,702.32 | 3.58% |
Jane Bortnem Cherry Tree Wealth Management, LLC | 585 | $24,202.88 | $24,271.65 | $68.77 | 0.28% |
Invenio Wealth Partners LLC INVENIO WEALTH PARTNERS LLC | 126,416 | $5.17M | $5.3M | $133,235.72 | 2.58% |
Andrew Halac Talon Private Wealth, LLC | 158,000 | $6.64M | $6.61M | -$34,770.93 | -0.52% |
Brandon Silvia SILVIA MCCOLL WEALTH MANAGEMENT, LLC | 23,714 | $897,765.16 | $995,750.86 | $97,985.7 | 10.91% |
Christopher C. Powers Farther Finance Advisors, LLC | 21,746 | $944,486.82 | $902,459 | -$42,027.82 | -4.45% |
Christine C. Devocelle University of Illinois Foundation | 562,815 | $24.78M | $23.62M | -$1.17M | -4.7% |
Kevin Orr Centennial Bank/AR/ | 58,582 | $2.28M | $2.43M | $149,147.88 | 6.54% |
| DD Donna DiMaria OLYMPUS WEALTH MANAGEMENT, LLC | 19,817 | $790,185.73 | $831,719.49 | $41,533.76 | 5.26% |
Jeremy Intihar TIAA TRUST, NATIONAL ASSOCIATION | 5,696 | $239,720.63 | $236,327.04 | -$3,393.59 | -1.42% |
Jae Cho Marex Group plc | 11,940 | $525,718 | $501,897.9 | -$23,820.1 | -4.53% |
NICOLE MARTIN Arlington Trust Co LLC | 29 | $1,277 | $1,216.55 | -$60.45 | -4.73% |
JOHN TERRILL Peoples Bank/KS | 16,245 | $724,154.46 | $680,015.7 | -$44,138.76 | -6.1% |
Kevin Bresler TD Waterhouse Canada Inc. | 57,025 | $2.21M | $2.39M | $180,622.74 | 8.16% |
Brian Glenn Premier Path Wealth Partners, LLC | 35,683 | $1.44M | $1.48M | $39,177.23 | 2.72% |
Courtney Haddad Concurrent Investment Advisors, LLC | 42,509 | $1.79M | $1.78M | -$3,902.25 | -0.22% |