| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
ELEVATUS WELATH MANAGEMENT ELEVATUS WELATH MANAGEMENT | 3,594 | $303,592.48 | $423,696.66 | $120,104.18 | 39.56% |
Jane Bortnem Cherry Tree Wealth Management, LLC | 80 | $8,141.31 | $9,287.2 | $1,145.89 | 14.08% |
Rajiv Shah KINGSWOOD WEALTH ADVISORS, LLC | 54,085 | $6.42M | $6.28M | -$142,635.41 | -2.22% |
| SCL Sykon Capital LLC SYKON CAPITAL LLC | 32,429 | $3.81M | $3.82M | $15,613.2 | 0.41% |
Annmarie Young KPP Advisory Services LLC | 4,979 | $459,029.02 | $578,012.09 | $118,983.07 | 25.92% |
Thomas Dobbins New Republic Capital, LLC | 46 | $5,395 | $5,391.66 | -$3.34 | -0.06% |
Dan Stevenson MIDLAND WEALTH ADVISORS LLC | 2,650 | $236,923.25 | $307,638.49 | $70,715.24 | 29.85% |
| SMR Stephen M Reiches Rappaport Reiches Capital Management, LLC | 2,234 | $220,562.82 | $259,345.05 | $38,782.23 | 17.58% |
Andrew Halac Talon Private Wealth, LLC | 34,778 | $3.78M | $4.04M | $254,200.33 | 6.72% |
Norden Group LLC NORDEN GROUP LLC | 2,353 | $280,937.85 | $273,159.76 | -$7,778.09 | -2.77% |
Christopher C. Powers Farther Finance Advisors, LLC | 25,618 | $2.84M | $2.97M | $135,177.55 | 4.76% |
James Eric Maxwell Maxwell Wealth Strategies Inc. | 2,180 | $221,193.7 | $253,076.19 | $31,882.49 | 14.41% |
Dina Fliss Global View Capital Management LLC | 6,039 | $704,007.01 | $701,067.49 | -$2,939.52 | -0.42% |
Kevin Orr Centennial Bank/AR/ | 15,825 | $1.89M | $1.9M | $10,300.28 | 0.55% |
Ben Loeffler ACORN CREEK CAPITAL LLC | 2,331 | $208,414.71 | $270,605.78 | $62,191.07 | 29.84% |
| SPS Sean P. Skuja QRG CAPITAL MANAGEMENT, INC. | 5,606 | $587,467.01 | $650,800.52 | $63,333.51 | 10.78% |
Jeremy Intihar TIAA TRUST, NATIONAL ASSOCIATION | 4,054 | $353,564.34 | $485,709.74 | $132,145.4 | 37.38% |
Jae Cho Marex Group plc | 1,784 | $209,228 | $210,868.8 | $1,640.8 | 0.78% |
NICOLE MARTIN Arlington Trust Co LLC | 378 | $37,319.94 | $43,882.02 | $6,562.08 | 17.58% |
Envestnet Portfolio Solutions Inc. Envestnet Portfolio Solutions, Inc. | 9,471 | $1.13M | $1.1M | -$35,336.34 | -3.11% |