| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Belena Vincetti Fortis Capital Advisors LLC | 2,144 | $310,580 | $293,384.96 | -$17,195.04 | -5.54% |
Nelson J. Lam LAM GROUP Inc. | 6,560 | $860,971.15 | $897,670.4 | $36,699.25 | 4.26% |
| PIL PFG Investments LLC PFG Investments LLC | 2,603 | $225,149.01 | $356,194.52 | $131,045.51 | 58.2% |
Scott Boyce Decker Retirement Planning Inc. | 10 | $1,206 | $1,368.4 | $162.4 | 13.47% |
Nemes Rush Group LLC Nemes Rush Group LLC | 103 | $8,764.76 | $15,692.05 | $6,927.29 | 79.04% |
Christopher C. Powers Farther Finance Advisors, LLC | 544 | $67,904.62 | $74,440.96 | $6,536.34 | 9.63% |
Kevin Bresler TD Waterhouse Canada Inc. | 246 | $17,811.49 | $33,662.64 | $15,851.15 | 88.99% |
Courtney Haddad Concurrent Investment Advisors, LLC | 2,728 | $391,823.4 | $373,299.52 | -$18,523.88 | -4.73% |
Amir Har-El Savvy Advisors, Inc. | 1,726 | $252,289.5 | $236,185.84 | -$16,103.66 | -6.38% |
Emily Priebe Priebe Wealth Holdings LLC | 39,852 | $3.03M | $5.45M | $2.42M | 79.81% |
Rob C. Alston Jr Quadcap Wealth Management, LLC | 1,404 | $203,384 | $192,123.36 | -$11,260.64 | -5.54% |
Melissa Phillips EAGLE WEALTH STRATEGIES LLC | 1,904 | $281,040.35 | $260,543.36 | -$20,496.99 | -7.29% |
KURT TRAULSEN EVOLUTION WEALTH MANAGEMENT INC. | 40 | $5,905 | $5,473.6 | -$431.4 | -7.31% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 29 | $4,325 | $4,382.77 | $57.77 | 1.34% |
Matthew Stead Sachetta, LLC | 85 | $6,452 | $11,631.4 | $5,179.4 | 80.28% |
| JWM JPL Wealth Management LLC JPL Wealth Management, LLC | 10 | $1,207 | $1,523.5 | $316.5 | 26.22% |
Victory Financial Group LLC VICTORY FINANCIAL GROUP, LLC | 22,188 | $3.6M | $3.04M | -$565,888.83 | -15.71% |
| RJ Rebecca Judd Pathstone Holdings, LLC | 3,717 | $548,704 | $561,750.21 | $13,046.21 | 2.38% |
Angela Mari Abich Financial Wealth Management LLC | 9 | $1,620 | $1,231.56 | -$388.44 | -23.98% |
| FTM F. Thomas Mosley Mosley Wealth Management | 967 | $142,854.91 | $132,324.28 | -$10,530.63 | -7.37% |