| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
John Canning Mi LLCreek Capital Advisors LLC | 2,025 | $334,448.99 | $248,011.87 | -$86,437.12 | -25.84% |
Jeffrey Rosenthal Viawealth LLC | 4,553 | $507,269 | $557,628.67 | $50,359.67 | 9.93% |
| DS David Smith Linden Thomas Advisory Services LLC | 6,096 | $589,003.07 | $742,675.68 | $153,672.61 | 26.09% |
| PRD Philip Rc Dudley Dudley Capital Management LLC | 3,000 | $230,430 | $366,795 | $136,365 | 59.18% |
| CAD Chelsea A. Delgado Main Street Group Ltd. | 1,060 | $118,145 | $129,616.8 | $11,471.8 | 9.71% |
| PBO Paul B. Ordonio Park Place Capital Corp. | 8,077 | $723,129.41 | $985,999.77 | $262,870.36 | 36.35% |
Kevin Kroskey True Wealth Design LLC | 3 | $425.7 | $365.49 | -$60.21 | -14.14% |
Jill Batley Gateway Wealth Partners LLC | 2,223 | $247,690 | $271,372.72 | $23,682.72 | 9.56% |
| WPA Wealth Preservation Advisors LLC Wealth Preservation Advisors LLC | 9,492 | $1.11M | $1.16M | $51,789.92 | 4.67% |
Lison Couture iA Global Asset Management Inc. | 432,237 | $49.38M | $52.87M | $3.49M | 7.07% |
| PIL PFG Investments LLC PFG Investments LLC | 5,801 | $544,062.02 | $710,042.4 | $165,980.38 | 30.51% |
| EJK Eric J. Kemnitz Polymer Capital Management USS) LLC | 7,683 | $856,040 | $939,707.73 | $83,667.73 | 9.77% |
Andrew Kirchner ELEVATION WEALTH PARTNERS, LLC | 120 | $15,914.1 | $14,688 | -$1,226.1 | -7.7% |
Alexandra Stickelman Root Financial Partners, LLC | 497 | $66,235.23 | $60,832.8 | -$5,402.43 | -8.16% |
Courtney Holt Compound Planning, Inc. | 3,772 | $554,566.56 | $461,692.8 | -$92,873.76 | -16.75% |
Nemes Rush Group LLC Nemes Rush Group LLC | 219 | $29,227.98 | $26,805.6 | -$2,422.38 | -8.29% |
Ian Wang Plato Investment Management Ltd | 10,994 | $1.5M | $1.35M | -$154,984.11 | -10.33% |
John Shanley Aspect Partners, LLC | 54 | $7,014.62 | $6,578.82 | -$435.8 | -6.21% |
Andrew Wiener Samjo Management, LLC | 34,360 | $3.2M | $4.21M | $1M | 31.34% |
Rajiv Shah KINGSWOOD WEALTH ADVISORS, LLC | 4,091 | $630,292.36 | $500,022.47 | -$130,269.89 | -20.67% |