| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Able Financial Group LLC ABLE Financial Group, LLC | 10,756 | $392,529.1 | $477,028.6 | $84,499.5 | 21.53% |
Joe-Ben O'Banion TITLEIST ASSET MANAGEMENT, LLC | 48,596 | $2.21M | $2.16M | -$50,772.06 | -2.3% |
Courtney Holt Compound Planning, Inc. | 19,209 | $737,564.49 | $851,919.15 | $114,354.66 | 15.5% |
Katherine Stoner Empower Advisory Group, LLC | 12,905 | $591,767.72 | $565,755.2 | -$26,012.52 | -4.4% |
Nemes Rush Group LLC Nemes Rush Group LLC | 1,111 | $44,207.49 | $49,228.41 | $5,020.92 | 11.36% |
Shawn Scholz Impact Partnership Wealth, LLC | 7,659 | $347,261 | $339,676.65 | -$7,584.35 | -2.18% |
Jane Bortnem Cherry Tree Wealth Management, LLC | 12,618 | $413,861.89 | $559,608.3 | $145,746.41 | 35.22% |
| MRC Martin R. Curiel MYECFO, LLC | 9,280 | $279,336.8 | $404,608 | $125,271.2 | 44.85% |
Rajiv Shah KINGSWOOD WEALTH ADVISORS, LLC | 31,812 | $1.32M | $1.41M | $90,234.43 | 6.83% |
Bradley H. Owens LJI Wealth Management, LLC | 6,950 | $238,700.9 | $308,232.5 | $69,531.6 | 29.13% |
| SMR Stephen M Reiches Rappaport Reiches Capital Management, LLC | 8,250 | $325,256.25 | $365,887.5 | $40,631.25 | 12.49% |
Bradley Harsch Strategic Advocates LLC | 4,817 | $196,880.7 | $211,177.28 | $14,296.58 | 7.26% |
Brandon Silvia SILVIA MCCOLL WEALTH MANAGEMENT, LLC | 4,676 | $214,582 | $207,380.6 | -$7,201.4 | -3.36% |
Peter Sigismondi Ramirez Asset Management, Inc. | 1,000 | $45,890 | $43,840 | -$2,050 | -4.47% |
Christopher C. Powers Farther Finance Advisors, LLC | 127,604 | $5.61M | $5.66M | $52,813.32 | 0.94% |
ANDREW J. BARFOOT Madison Park Capital Advisors, LLC | 176,015 | $7.51M | $7.81M | $296,330.86 | 3.95% |
Dina Fliss Global View Capital Management LLC | 32,944 | $1.47M | $1.46M | -$9,725.03 | -0.66% |
Kevin Orr Centennial Bank/AR/ | 25,526 | $973,013.98 | $1.11M | $139,919.62 | 14.38% |
| SPS Sean P. Skuja QRG CAPITAL MANAGEMENT, INC. | 4,620 | $212,012 | $204,897 | -$7,115 | -3.36% |
Jeremy Intihar TIAA TRUST, NATIONAL ASSOCIATION | 2,500 | $102,075 | $109,000 | $6,925 | 6.78% |