| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Moises Valladares Insigneo Advisory Services LLC | 5,844 | $221,721 | $195,942.31 | -$25,778.69 | -11.63% |
Robert B. LaRue Owen LaRue LLC | 6,925 | $217,553.51 | $236,211.75 | $18,658.24 | 8.58% |
Ira Ravitz Beverly Hills Private Wealth LLC | 6,385 | $169,524.43 | $223,219.6 | $53,695.17 | 31.67% |
| SM Sarah Moore BOS Asset Management LLC | 12,204 | $433,960.61 | $426,651.84 | -$7,308.77 | -1.68% |
Vincent Incerto LaSalle St. Investment Advisors LLC | 17,388 | $554,876.7 | $593,104.68 | $38,227.98 | 6.89% |
| PIL PFG Investments LLC PFG Investments LLC | 11,560 | $381,361.61 | $389,109.6 | $7,747.99 | 2.03% |
| PVI Pine Valley Investments Ltd. Liability Co. Pine Valley Investments Ltd. Liability Co. | 9,889 | $318,167.79 | $337,313.79 | $19,146 | 6.02% |
Andrew Kirchner ELEVATION WEALTH PARTNERS, LLC | 2,105 | $67,255 | $71,022.7 | $3,767.7 | 5.6% |
Brett Pohl Invera Wealth Advisors, LLC | 6,473 | $216,571.78 | $220,794.03 | $4,222.25 | 1.95% |
Nemes Rush Group LLC Nemes Rush Group LLC | 20 | $664 | $670.6 | $6.6 | 0.99% |
Rajiv Shah KINGSWOOD WEALTH ADVISORS, LLC | 112,909 | $4M | $3.79M | -$213,261.59 | -5.33% |
Bradley Harsch Strategic Advocates LLC | 28 | $796.88 | $978.88 | $182 | 22.84% |
Denise Reinert CGC Financial Services, LLC | 9,857 | $289,154.5 | $336,222.27 | $47,067.77 | 16.28% |
Christopher C. Powers Farther Finance Advisors, LLC | 26,641 | $886,073.22 | $908,058.48 | $21,985.26 | 2.48% |
NICOLE MARTIN Arlington Trust Co LLC | 1,000 | $33,220.02 | $33,590 | $369.98 | 1.11% |
Kevin Bresler TD Waterhouse Canada Inc. | 4,326 | $144,304.87 | $145,959.24 | $1,654.37 | 1.15% |
Courtney Haddad Concurrent Investment Advisors, LLC | 38,840 | $1.29M | $1.31M | $20,032.56 | 1.55% |
James Rankin Modern Wealth Management, LLC | 386,223 | $12.8M | $12.99M | $184,313.93 | 1.44% |
Amir Har-El Savvy Advisors, Inc. | 61,338 | $2.29M | $2.06M | -$233,672.86 | -10.19% |
Julie Beswick Advantage Trust Co | 10,376 | $321,527.84 | $362,744.96 | $41,217.12 | 12.82% |