| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Kenneth A. Armstrong Elevate Capital Advisors LLC | 3,320 | $351,830.34 | $286,781.6 | -$65,048.74 | -18.49% |
Caroline Jankowski Operose Advisors LLC | 3,388 | $182,601.43 | $335,513.64 | $152,912.21 | 83.74% |
Ana-Maria Ignat Covestor Ltd | 171 | $16,202.34 | $16,653.69 | $451.35 | 2.79% |
| CC Cheung Chan Chemistry Wealth Management LLC | 3,402 | $292,527.72 | $293,864.76 | $1,337.04 | 0.46% |
Sean Reitenbach Prosperity Consulting Group LLC | 10,966 | $576,345.86 | $1.09M | $509,617.11 | 88.42% |
Samantha Pierangeli City State Bank | 105 | $10,695.3 | $9,069.9 | -$1,625.4 | -15.2% |
W. Travis McKinney HB Wealth Management LLC | 3,560 | $327,536.24 | $307,512.8 | -$20,023.44 | -6.11% |
| JRS James RG Skjong Ulland Investment Advisors LLC | 800 | $73,192 | $69,104 | -$4,088 | -5.59% |
Courtney Lawson Autumn Glory Partners LLC | 3,590 | $266,485.7 | $310,104.2 | $43,618.5 | 16.37% |
| LWL Leo Wealth LLC Leo Wealth LLC | 5,683 | $258,019.22 | $490,897.54 | $232,878.32 | 90.26% |
William Jollie Quent Capital LLC | 116 | $11,815.76 | $11,297.24 | -$518.52 | -4.39% |
Missy Straw Nilsine Partners LLC | 5,469 | $458,630 | $472,412.22 | $13,782.22 | 3.01% |
David K. Balsdon Harvest Portfolios Group Inc. | 504,064 | $48.67M | $49.92M | $1.25M | 2.56% |
Daniel Lavoie Walter Public Investments Inc. | 53,351 | $5.43M | $5.05M | -$388,928.79 | -7.16% |
Timothy Gerlach Novem Group | 2,716 | $255,848.19 | $234,608.08 | -$21,240.11 | -8.3% |
Jeffrey Gilbert Balboa Wealth Partners | 12,801 | $635,721.02 | $1.25M | $610,968.37 | 96.11% |
Leonid Berline ARMSTRONG ADVISORY GROUP Inc. | 449 | $35,132.85 | $38,784.62 | $3,651.77 | 10.39% |
CJ Harrison DecisionPoint Financial LLC | 13 | $932 | $1,229.41 | $297.41 | 31.91% |
| JG John Ginter Callan Family Office LLC | 7,188 | $588,279.93 | $699,464.28 | $111,184.35 | 18.9% |
| FWA FSM Wealth Advisors LLC FSM Wealth Advisors LLC | 7,043 | $717,399.98 | $608,374.34 | -$109,025.64 | -15.2% |