| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Kyle P. Smith NewEdge Wealth LLC | 10,767 | $80,025.1 | $87,374.2 | $7,349.1 | 9.18% |
Rekah Franca Catalyst Funds Management Pty Ltd. | 10,900 | $71,940 | $88,562.5 | $16,622.5 | 23.11% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 9,600 | $86,688 | $77,568 | -$9,120 | -10.52% |
Samantha Pierangeli City State Bank | 12,913 | $80,835.38 | $104,788.99 | $23,953.61 | 29.63% |
Michael Byun SageView Advisory Group LLC | 2,040 | $13,442 | $16,483.2 | $3,041.2 | 22.62% |
Amanda Hawley Atria Wealth Solutions Inc. | 42,025 | $297,562.3 | $339,562 | $41,999.7 | 14.11% |
Brian Dechow SWAN Capital LLC | 340 | $2,128 | $2,801.57 | $673.57 | 31.65% |
| AWL Atlas Wealth LLC Atlas Wealth LLC | 646,261 | $5.84M | $5.2M | -$639,798.58 | -10.96% |
| PIL PFG Investments LLC PFG Investments LLC | 18,655 | $137,825.97 | $157,261.65 | $19,435.68 | 14.1% |
| KB Kyle Bubeck TrueMark Investments LLC | 31,814 | $214,808.36 | $267,237.6 | $52,429.24 | 24.41% |
Alexandra Stickelman Root Financial Partners, LLC | 847 | $5,590 | $6,665.89 | $1,075.89 | 19.25% |
Andrew Stafford PREVAIL INNOVATIVE WEALTH ADVISORS, LLC | 40,697 | $367,494 | $344,093.13 | -$23,400.87 | -6.37% |
Courtney Haddad Concurrent Investment Advisors, LLC | 51,419 | $341,185.73 | $421,635.8 | $80,450.07 | 23.58% |
Joseph C. Gissy Tactive Advisors, LLC | 13,214 | $88,764.79 | $110,997.6 | $22,232.81 | 25.05% |
Kyle Jones Pineridge Advisors LLC | 1,350 | $8,451 | $11,340 | $2,889 | 34.19% |
| CLJ Cathy Lynne Juilfs ACCREDITED INVESTOR SERVICES, LLC | 32,781 | $216,157.36 | $276,507.73 | $60,350.37 | 27.92% |
| KSB Kennebec Savings Bank Kennebec Savings Bank | 13 | $117 | $108.48 | -$8.52 | -7.28% |
Nicole Reese WPG Advisers LLC | 7,055 | $46,265.51 | $59,720.57 | $13,455.06 | 29.08% |
| CTC Caldwell Trust Co Caldwell Trust Co | 1,000 | $7,850 | $8,420 | $570 | 7.26% |