| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| PIL PFG Investments LLC PFG Investments LLC | 13,800 | $94,116 | $74,451 | -$19,665 | -20.89% |
Andrew Kirchner ELEVATION WEALTH PARTNERS, LLC | 302 | $2,060 | $1,635.33 | -$424.67 | -20.62% |
Nemes Rush Group LLC Nemes Rush Group LLC | 6,500 | $19,110 | $33,605 | $14,495 | 75.85% |
Shawn Scholz Impact Partnership Wealth, LLC | 33,499 | $155,639.1 | $170,342.41 | $14,703.31 | 9.45% |
Elliot Kallen Prosperity Wealth Management, Inc. | 77,980 | $299,443 | $402,376.8 | $102,933.8 | 34.38% |
Christopher C. Powers Farther Finance Advisors, LLC | 59,405 | $244,944.81 | $299,995.25 | $55,050.44 | 22.47% |
Mathieu Cornu Pictet Asset Management Holding SA | 184,458 | $811,869.83 | $996,073.2 | $184,203.37 | 22.69% |
Patrick J. DiNuzzo DiNuzzo Private Wealth, Inc. | 81 | $225.3 | $438.21 | $212.91 | 94.5% |
| SPS Sean P. Skuja QRG CAPITAL MANAGEMENT, INC. | 15,528 | $69,080.62 | $81,133.8 | $12,053.18 | 17.45% |
Kevin Bresler TD Waterhouse Canada Inc. | 3,956 | $15,191.03 | $21,362.4 | $6,171.37 | 40.63% |
Courtney Haddad Concurrent Investment Advisors, LLC | 13,212 | $59,400.86 | $71,344.8 | $11,943.94 | 20.11% |
James Rankin Modern Wealth Management, LLC | 16,782 | $114,453 | $87,769.86 | -$26,683.14 | -23.31% |
Andrea N. Thompson WEST PACES ADVISORS INC. | 1,000 | $6,820 | $4,920 | -$1,900 | -27.86% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 92 | $537.09 | $464.6 | -$72.49 | -13.5% |
Matthew Stead Sachetta, LLC | 322 | $2,197 | $1,666.35 | -$530.65 | -24.15% |
Focus Financial Network Inc. Focus Financial Network, Inc. | 17,246 | $93,297.7 | $84,850.32 | -$8,447.38 | -9.05% |
Alan Gilmore Private Wealth Management Group, LLC | 1,549 | $7,099.39 | $8,364.6 | $1,265.21 | 17.82% |
| RJ Rebecca Judd Pathstone Holdings, LLC | 61,020 | $360,580.42 | $329,508 | -$31,072.42 | -8.62% |
| TWP Triad Wealth Partners LLC Triad Wealth Partners, LLC | 10,517 | $43,450.55 | $52,953.09 | $9,502.54 | 21.87% |
Ashley Meredith Abel Hall, LLC | 36,562 | $165,843.01 | $188,659.92 | $22,816.91 | 13.76% |