| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| PIL PFG Investments LLC PFG Investments LLC | 4,148 | $315,927 | $300,315.2 | -$15,611.8 | -4.94% |
Brett Pohl Invera Wealth Advisors, LLC | 80,892 | $4.07M | $5.77M | $1.71M | 41.97% |
Joe-Ben O'Banion TITLEIST ASSET MANAGEMENT, LLC | 8,566 | $655,923.23 | $600,904.9 | -$55,018.33 | -8.39% |
Courtney Holt Compound Planning, Inc. | 3,125 | $237,989 | $224,906.25 | -$13,082.75 | -5.5% |
Nemes Rush Group LLC Nemes Rush Group LLC | 533 | $25,384.85 | $38,224.09 | $12,839.24 | 50.58% |
Rajiv Shah KINGSWOOD WEALTH ADVISORS, LLC | 3,003 | $228,710 | $216,035.82 | -$12,674.18 | -5.54% |
Bradley Harsch Strategic Advocates LLC | 614 | $29,883.39 | $43,354.54 | $13,471.15 | 45.08% |
Christopher C. Powers Farther Finance Advisors, LLC | 16,859 | $891,664.68 | $1.24M | $346,291.69 | 38.84% |
Dina Fliss Global View Capital Management LLC | 13,278 | $616,989.59 | $943,866.63 | $326,877.04 | 52.98% |
Kevin Bresler TD Waterhouse Canada Inc. | 2,418 | $114,119.79 | $176,175.48 | $62,055.69 | 54.38% |
Courtney Haddad Concurrent Investment Advisors, LLC | 20,233 | $983,709.53 | $1.47M | $490,466.85 | 49.86% |
Mark Weber DecisionMap Wealth Management, LLC | 3,017 | $229,740 | $214,463.44 | -$15,276.56 | -6.65% |
James Rankin Modern Wealth Management, LLC | 19,008 | $1.45M | $1.37M | -$74,796.2 | -5.17% |
David Vollmer PFS Partners, LLC | 699 | $23,771.49 | $48,713.31 | $24,941.82 | 104.92% |
Amir Har-El Savvy Advisors, Inc. | 3,266 | $248,741 | $235,168.33 | -$13,572.67 | -5.46% |
Andrea N. Thompson WEST PACES ADVISORS INC. | 150 | $11,424 | $10,423.5 | -$1,000.5 | -8.76% |
Brad Sayre Shared Vision Wealth Group LLC | 8,104 | $387,857 | $590,173.8 | $202,316.8 | 52.16% |
| SPI Stonebrook Private Inc. Stonebrook Private Inc. | 151,883 | $7.07M | $10.7M | $3.63M | 51.36% |
Joshua Stipcich Tidemark, LLC | 1,871 | $88,791.12 | $134,450.06 | $45,658.94 | 51.42% |
Melissa Phillips EAGLE WEALTH STRATEGIES LLC | 3,381 | $257,517 | $246,441.09 | -$11,075.91 | -4.3% |