| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Courtney Holt Compound Planning, Inc. | 2,598 | $310,234.59 | $305,485.83 | -$4,748.76 | -1.53% |
Katherine Stoner Empower Advisory Group, LLC | 2,878 | $241,142.61 | $338,409.63 | $97,267.02 | 40.34% |
Nemes Rush Group LLC Nemes Rush Group LLC | 1,144 | $111,506.33 | $134,517.24 | $23,010.91 | 20.64% |
ELEVATUS WELATH MANAGEMENT ELEVATUS WELATH MANAGEMENT | 3,588 | $302,888.71 | $421,894.98 | $119,006.27 | 39.29% |
Jane Bortnem Cherry Tree Wealth Management, LLC | 80 | $8,141.31 | $9,400 | $1,258.69 | 15.46% |
Rajiv Shah KINGSWOOD WEALTH ADVISORS, LLC | 30,826 | $3.69M | $3.62M | -$71,670.45 | -1.94% |
| SCL Sykon Capital LLC SYKON CAPITAL LLC | 1,954 | $233,327.14 | $229,761.09 | -$3,566.05 | -1.53% |
Annmarie Young KPP Advisory Services LLC | 5,248 | $483,762.23 | $616,640 | $132,877.77 | 27.47% |
Dan Stevenson MIDLAND WEALTH ADVISORS LLC | 2,650 | $236,923.25 | $311,375 | $74,451.75 | 31.42% |
| SMR Stephen M Reiches Rappaport Reiches Capital Management, LLC | 2,234 | $220,562.82 | $262,495 | $41,932.18 | 19.01% |
Andrew Halac Talon Private Wealth, LLC | 34,778 | $3.78M | $4.09M | $303,237.45 | 8.02% |
Norden Group LLC NORDEN GROUP LLC | 2,337 | $279,061.35 | $274,597.5 | -$4,463.85 | -1.6% |
Christopher C. Powers Farther Finance Advisors, LLC | 17,269 | $1.86M | $1.99M | $133,877.99 | 7.2% |
James Eric Maxwell Maxwell Wealth Strategies Inc. | 2,180 | $221,193.7 | $256,150 | $34,956.3 | 15.8% |
Dina Fliss Global View Capital Management LLC | 2,937 | $340,204.41 | $345,097.5 | $4,893.09 | 1.44% |
Kevin Orr Centennial Bank/AR/ | 15,613 | $1.86M | $1.83M | -$25,833.72 | -1.39% |
Ben Loeffler ACORN CREEK CAPITAL LLC | 2,336 | $208,861.76 | $274,480 | $65,618.24 | 31.42% |
| SPS Sean P. Skuja QRG CAPITAL MANAGEMENT, INC. | 5,606 | $587,467.01 | $647,661.18 | $60,194.17 | 10.25% |
Jeremy Intihar TIAA TRUST, NATIONAL ASSOCIATION | 4,054 | $353,564.34 | $476,466.62 | $122,902.28 | 34.76% |
Envestnet Portfolio Solutions Inc. Envestnet Portfolio Solutions, Inc. | 26,598 | $3.07M | $3.13M | $53,411.04 | 1.74% |