| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Maseco LLP Maseco LLP | 4,641 | $475,999.48 | $485,866.29 | $9,866.81 | 2.07% |
Masterinvest Kapitalanlage GmbH Masterinvest Kapitalanlage GmbH | 71,977 | $9.5M | $7.54M | -$1.96M | -20.65% |
Todd Iglehart Family Legacy Financial Solutions LLC | 2,355 | $213,692.7 | $246,168.15 | $32,475.45 | 15.2% |
Jon Lewis Midwest Trust Co | 47,702 | $6.49M | $4.98M | -$1.51M | -23.28% |
John H. Bai Credential Securities Inc. | 17,718 | $742,565.35 | $1.85M | $1.11M | 148.89% |
Credential Qtrade Securities Inc. Credential Qtrade Securities Inc. | 18,516 | $1.67M | $1.94M | $268,074.81 | 16.02% |
Scott Letson Letson Investment Management Inc. | 108,640 | $11.97M | $11.4M | -$567,020.89 | -4.74% |
Winnow Wealth LLC Winnow Wealth LLC | 5,850 | $777,972.89 | $612,378 | -$165,594.89 | -21.29% |
Erik Bonnett Tripletail Wealth Management LLC | 26 | $3,448 | $2,715.96 | -$732.04 | -21.23% |
Molly Wheeler Burk Holdings LLC | 70 | $7,187 | $7,302.4 | $115.4 | 1.61% |
Adam Scott Argyle Capital Partners LLC | 5,355 | $485,913 | $561,525.3 | $75,612.3 | 15.56% |
Holos Integrated Wealth LLC Holos Integrated Wealth LLC | 633 | $71,598.32 | $66,392.2 | -$5,206.12 | -7.27% |
Caldwell Trust Co Caldwell Trust Co | 42,254 | $3.87M | $4.43M | $565,580.39 | 14.63% |
Bryce Maxwell Westerkirk Capital Inc. | 12,296 | $1.54M | $1.29M | -$253,973.88 | -16.49% |
ABN AMRO Investment Solutions ABN AMRO Investment Solutions | 111,702 | $12.6M | $11.65M | -$945,363.13 | -7.5% |
| CCM Cobler Capital Management LLC Cobler Capital Management LLC | 4,454 | $584,518 | $467,135.52 | -$117,382.48 | -20.08% |
Landon Marsh Scott Marsh Financial LLC | 21,574 | $2.93M | $2.25M | -$682,279.88 | -23.25% |
Gibbs Wealth Management Gibbs Wealth Management | 6,903 | $938,885.14 | $723,365.37 | -$215,519.77 | -22.95% |
Sarah H. Schmidt Summit Wealth Group LLC / CO | 2,453 | $293,939.83 | $257,147.99 | -$36,791.84 | -12.52% |
Provenance Wealth Advisors LLC Provenance Wealth Advisors LLC | 3,129 | $318,846.56 | $326,385.99 | $7,539.43 | 2.36% |