| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Mark Weber DecisionMap Wealth Management, LLC | 3,017 | $229,740 | $201,083.05 | -$28,656.95 | -12.47% |
James Rankin Modern Wealth Management, LLC | 19,008 | $1.45M | $1.47M | $19,388.44 | 1.34% |
David Vollmer PFS Partners, LLC | 699 | $23,771.49 | $46,588.35 | $22,816.86 | 95.98% |
Andrea N. Thompson WEST PACES ADVISORS INC. | 150 | $11,424 | $9,997.5 | -$1,426.5 | -12.49% |
Brad Sayre Shared Vision Wealth Group LLC | 8,104 | $387,857 | $540,131.6 | $152,274.6 | 39.26% |
| SPI Stonebrook Private Inc. Stonebrook Private Inc. | 151,883 | $7.07M | $11.72M | $4.66M | 65.87% |
Joshua Stipcich Tidemark, LLC | 1,871 | $88,791.12 | $136,133.96 | $47,342.84 | 53.32% |
Melissa Phillips EAGLE WEALTH STRATEGIES LLC | 3,381 | $257,517 | $225,343.65 | -$32,173.35 | -12.49% |
| LR Lora Rommel EHRLICH FINANCIAL GROUP | 3,472 | $264,428 | $231,408.8 | -$33,019.2 | -12.49% |
Marion Hebert CENTRAL VALLEY ADVISORS, LLC | 9,529 | $446,377.16 | $635,107.85 | $188,730.69 | 42.28% |
Matthew Cochran Atlantic Edge Private Wealth Management, LLC | 1,454 | $67,655 | $96,909.1 | $29,254.1 | 43.24% |
| RJ Rebecca Judd Pathstone Holdings, LLC | 15,153 | $986,221.47 | $1.15M | $165,861.1 | 16.82% |
| AIM Advyzon Investment Management LLC Advyzon Investment Management, LLC | 5,970 | $287,507.81 | $460,764.6 | $173,256.79 | 60.26% |
Gintare Zubrute PROATHLETE WEALTH MANAGEMENT LLC | 26 | $1,089.12 | $1,732.9 | $643.78 | 59.11% |
| JEN Jay Eliot Newby Hancock Prospecting Pty Ltd | 1.06M | $48.31M | $81.44M | $33.13M | 68.59% |
Cynthia Schlanger Ashton Thomas Private Wealth, LLC | 2,884 | $136,039.03 | $192,218.6 | $56,179.57 | 41.3% |
David W. Marrazzo Guardian Asset Advisors, LLC | 9,648 | $734,848 | $643,039.2 | -$91,808.8 | -12.49% |
| MA Marie-Andree Alain Federation des caisses Desjardins du Quebec | 7,288 | $335,062.51 | $562,487.84 | $227,425.33 | 67.88% |
| HAS Hayley A. Snell LRI Investments, LLC | 70,872 | $2.36M | $4.72M | $2.37M | 100.56% |
David Millar Gen-Wealth Partners Inc | 9,784 | $698,630.87 | $711,883.84 | $13,252.97 | 1.9% |