| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Moises Valladares Insigneo Advisory Services LLC | 1,071 | $245,869 | $271,701.99 | $25,832.99 | 10.51% |
Scott Highmark Mosaic Family Wealth Partners LLC | 1,287 | $295,474 | $323,017.69 | $27,543.69 | 9.32% |
| SL Sarah Ludden Clifford Group LLC | 2,096 | $418,380.01 | $525,289.04 | $106,909.03 | 25.55% |
Paul B. Ordonio Park Place Capital Corp. | 709 | $156,217.82 | $177,817.2 | $21,599.38 | 13.83% |
| SM Sarah Moore BOS Asset Management LLC | 908 | $208,450 | $229,592.34 | $21,142.34 | 10.14% |
Kevin Kroskey True Wealth Design LLC | 42 | $9,736.69 | $10,504.2 | $767.51 | 7.88% |
Jill Batley Gateway Wealth Partners LLC | 1,254 | $271,456.19 | $315,870.06 | $44,413.87 | 16.36% |
| SJJ Scott John Jaffray GuoLine Advisory Pte Ltd. | 52,400 | $13.56M | $13.22M | -$339,028 | -2.5% |
Lison Couture iA Global Asset Management Inc. | 53,410 | $12.26M | $13.43M | $1.17M | 9.52% |
Douglas J. Eaton Eaton Financial Holdings Company LLC | 1,345 | $291,299.9 | $342,490.8 | $51,190.9 | 17.57% |
| PIL PFG Investments LLC PFG Investments LLC | 3,760 | $808,594.99 | $942,632 | $134,037.01 | 16.58% |
| JC Jared Calvert Buck Wealth Strategies LLC | 5 | $1,148 | $1,253.95 | $105.95 | 9.23% |
| OIS OneAscent Investment Solutions LLC OneAscent Investment Solutions LLC | 917 | $316,585.08 | $233,908.36 | -$82,676.72 | -26.12% |
| PVI Pine Valley Investments Ltd. Liability Co. Pine Valley Investments Ltd. Liability Co. | 9,254 | $2.11M | $2.33M | $218,548.61 | 10.35% |
Andrew Kirchner ELEVATION WEALTH PARTNERS, LLC | 327 | $74,077.76 | $81,975.63 | $7,897.87 | 10.66% |
Courtney Holt Compound Planning, Inc. | 1,597 | $430,641.39 | $400,455.73 | -$30,185.66 | -7.01% |
Katherine Stoner Empower Advisory Group, LLC | 3,405 | $1.04M | $856,425.6 | -$182,697.31 | -17.58% |
Nemes Rush Group LLC Nemes Rush Group LLC | 388 | $91,074.32 | $97,547.08 | $6,472.76 | 7.11% |
Ian Wang Plato Investment Management Ltd | 1,340 | $331,549.62 | $337,077 | $5,527.38 | 1.67% |
John Shanley Aspect Partners, LLC | 23 | $5,850.92 | $5,798.53 | -$52.39 | -0.9% |