| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Jill Batley Gateway Wealth Partners LLC | 511 | $201,410.36 | $187,950.91 | -$13,459.45 | -6.68% |
Lison Couture iA Global Asset Management Inc. | 846 | $521,846.67 | $321,251.59 | -$200,595.08 | -38.44% |
Eric J. Kemnitz Polymer Capital Management USS) LLC | 1,177 | $289,000.69 | $446,942.22 | $157,941.53 | 54.65% |
Kelly F. Taylor Whitaker-Myers Wealth Managers Ltd. | 4,233 | $1.23M | $1.6M | $368,720.15 | 29.87% |
Scott Boyce Decker Retirement Planning Inc. | 1 | $616.84 | $379.73 | -$237.11 | -38.44% |
Andrew Kirchner ELEVATION WEALTH PARTNERS, LLC | 27 | $11,639.74 | $10,258.65 | -$1,381.09 | -11.87% |
Legacy Capital Group California Inc. Legacy Capital Group California, Inc. | 1,284 | $361,685.52 | $487,573.33 | $125,887.81 | 34.81% |
Alexandra Stickelman Root Financial Partners, LLC | 744 | $364,486.75 | $282,519.13 | -$81,967.62 | -22.49% |
Staci Compagno Portside Wealth Group, LLC | 1,213 | $510,839.49 | $460,612.5 | -$50,226.99 | -9.83% |
Courtney Holt Compound Planning, Inc. | 1,858 | $394,477.86 | $701,980.27 | $307,502.41 | 77.95% |
ELEVATUS WELATH MANAGEMENT ELEVATUS WELATH MANAGEMENT | 858 | $145,974.08 | $326,400.37 | $180,426.29 | 123.6% |
Michael Ryan Michael S. Ryan, Inc. | 745 | $235,665.3 | $278,145.75 | $42,480.45 | 18.03% |
Rajiv Shah KINGSWOOD WEALTH ADVISORS, LLC | 440 | $271,410 | $164,590.8 | -$106,819.2 | -39.36% |
Andrew Stafford PREVAIL INNOVATIVE WEALTH ADVISORS, LLC | 7,602 | $3.07M | $2.89M | -$180,981.05 | -5.89% |
Norden Group LLC NORDEN GROUP LLC | 828 | $331,259.37 | $303,925.68 | -$27,333.69 | -8.25% |
Elliot Kallen Prosperity Wealth Management, Inc. | 681 | $214,406 | $259,066.03 | $44,660.03 | 20.83% |
Christopher C. Powers Farther Finance Advisors, LLC | 2,739 | $767,733.71 | $1.04M | $272,346.79 | 35.47% |
Mathieu Cornu Pictet Asset Management Holding SA | 7,385 | $1.04M | $2.81M | $1.77M | 170.03% |
Patrick J. DiNuzzo DiNuzzo Private Wealth, Inc. | 13 | $1,484.18 | $4,959.11 | $3,474.93 | 234.13% |
| SPS Sean P. Skuja QRG CAPITAL MANAGEMENT, INC. | 489 | $301,635 | $184,634.18 | -$117,000.82 | -38.79% |