| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| BP Brett Pohl Kingdom Financial Group LLC | 86 | $24,970.98 | $27,516.99 | $2,546.01 | 10.2% |
| FCP Fidelis Capital Partners LLC Fidelis Capital Partners LLC | 1,952 | $426,007.05 | $624,571.68 | $198,564.63 | 46.61% |
| KMG Kerina M. Graves Schear Investment Advisers LLC | 6,812 | $1.28M | $2.18M | $903,232.79 | 70.82% |
Dean Pelos Commonwealth Retirement Investments LLC | 2,984 | $494,479 | $954,208.57 | $459,729.57 | 92.97% |
Justin Halverson Great Waters Wealth Management | 1,258 | $377,211 | $402,346.14 | $25,135.14 | 6.66% |
Ashley Buboltz Moran Wealth Management LLC | 56,374 | $11.66M | $18.03M | $6.37M | 54.66% |
| SL Sarah Ludden Clifford Group LLC | 2,453 | $454,030.61 | $784,408.05 | $330,377.44 | 72.77% |
| CWM Compass Wealth Management LLC Compass Wealth Management LLC | 1,577 | $446,139 | $504,261.52 | $58,122.52 | 13.03% |
David Smith Linden Thomas Advisory Services LLC | 15,773 | $3.82M | $5.04M | $1.23M | 32.18% |
Paul B. Ordonio Park Place Capital Corp. | 420 | $118,395.15 | $134,305.5 | $15,910.35 | 13.44% |
Sheila J. Lindsay Bensler LLC | 6,621 | $2.18M | $2.12M | -$66,960.75 | -3.07% |
Kevin Kroskey True Wealth Design LLC | 20 | $5,231.49 | $6,396.6 | $1,165.11 | 22.27% |
Jill Batley Gateway Wealth Partners LLC | 2,198 | $690,764 | $702,865.43 | $12,101.43 | 1.75% |
| VIM Vinva Investment Management Ltd. Vinva Investment Management Ltd. | 31,798 | $9.89M | $10.17M | $289,090.8 | 2.92% |
Lison Couture iA Global Asset Management Inc. | 60 | $16,978.8 | $19,186.5 | $2,207.7 | 13% |
Dana Isaacs ClearAlpha Technologies LP | 2,357 | $740,428 | $753,674.32 | $13,246.32 | 1.79% |
| PIL PFG Investments LLC PFG Investments LLC | 1,765 | $499,379 | $564,376.4 | $64,997.4 | 13.02% |
Eric J. Kemnitz Polymer Capital Management USS) LLC | 1,664 | $522,728.83 | $532,080.64 | $9,351.81 | 1.79% |
Jacob Going Alpine Bank Wealth Management | 431 | $121,964 | $137,816.56 | $15,852.56 | 13% |
| CWL Channel Wealth LLC Channel Wealth LLC | 1,743 | $279,225.81 | $557,341.68 | $278,115.87 | 99.6% |