| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Christian J. Cyr Cyr Financial Inc. | 1,219 | $396,710.33 | $334,481.41 | -$62,228.92 | -15.69% |
| JWM JPL Wealth Management LLC JPL Wealth Management, LLC | 277 | $77,353.19 | $76,175 | -$1,178.19 | -1.52% |
Neil Greenspan Fielder Capital Group LLC | 811 | $153,933.73 | $221,394.89 | $67,461.16 | 43.82% |
Focus Financial Network Inc. Focus Financial Network, Inc. | 1,210 | $398,767.61 | $326,639.5 | -$72,128.11 | -18.09% |
Foundation Wealth Management LLC Foundation Wealth Management, LLC\PA | 857 | $275,918.2 | $235,220.79 | -$40,697.41 | -14.75% |
Szymon Ozog Nationale-Nederlanden Powszechne Towarzystwo Emerytalne S.A. | 204,196 | $53.87M | $55.41M | $1.54M | 2.86% |
Matthew Cochran Atlantic Edge Private Wealth Management, LLC | 371 | $51,640.26 | $100,778.44 | $49,138.18 | 95.15% |
Sharon Allen Sterling Wealth Management, Inc. | 939 | $244,158.32 | $258,225 | $14,066.68 | 5.76% |
Jessica Riley Hale GC Wealth Management RIA, LLC | 1,015 | $334,006.12 | $274,182.36 | -$59,823.76 | -17.91% |
Amy Taylor Pingora Partners LLC | 50 | $10,743.8 | $13,689 | $2,945.2 | 27.41% |
Michael Herman Apollon Financial, LLC | 2,122 | $528,406.4 | $580,621.64 | $52,215.24 | 9.88% |
Margaret Nickens Elm3 Financial Group, LLC | 1,312 | $415,904.84 | $360,012.8 | -$55,892.04 | -13.44% |
Chris Chatto Encompass More Asset Management | 4,013 | $996,709 | $1.1M | $100,685.98 | 10.1% |
Jonathan Chatfield LM Advisors LLC | 6,408 | $1.59M | $1.75M | $157,102.4 | 9.87% |
Alan Gilmore Private Wealth Management Group, LLC | 183 | $22,706.56 | $50,325 | $27,618.44 | 121.63% |
| JS Jeremy Schletz Edge Financial Advisors LLC | 1,540 | $307,216.66 | $420,250.62 | $113,033.96 | 36.79% |
| RJ Rebecca Judd Pathstone Holdings, LLC | 39,960 | $5.51M | $10.99M | $5.48M | 99.55% |
Angela Mari Abich Financial Wealth Management LLC | 436 | $140,234.96 | $118,461.2 | -$21,773.76 | -15.53% |
| JP Joyce Provost AVISO WEALTH MANAGEMENT | 3,813 | $716,924.91 | $1.04M | $327,837.09 | 45.73% |
Alana Parm MORTON COMMUNITY BANK | 5,309 | $681,260.09 | $1.46M | $778,661.82 | 114.3% |