| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Kevin Kroskey True Wealth Design LLC | 183 | $1,480.99 | $1,840.98 | $359.99 | 24.31% |
Andrew Kirchner ELEVATION WEALTH PARTNERS, LLC | 278 | $2,846.72 | $2,782.78 | -$63.94 | -2.25% |
Legacy Capital Group California Inc. Legacy Capital Group California, Inc. | 29,600 | $355,200 | $304,140 | -$51,060 | -14.37% |
Courtney Holt Compound Planning, Inc. | 49,745 | $443,879.41 | $497,947.45 | $54,068.04 | 12.18% |
Peter Sigismondi Ramirez Asset Management, Inc. | 9,822 | $114,137.55 | $101,019.27 | -$13,118.28 | -11.49% |
| AA Andrew Alkon EntryPoint Capital, LLC | 46,400 | $549,906.89 | $476,064 | -$73,842.89 | -13.43% |
Christopher C. Powers Farther Finance Advisors, LLC | 32,651 | $388,227.1 | $310,837.52 | -$77,389.58 | -19.93% |
| SPS Sean P. Skuja QRG CAPITAL MANAGEMENT, INC. | 82,228 | $646,610.72 | $824,335.7 | $177,724.98 | 27.49% |
Syon Capital LLC SYON CAPITAL LLC | 12,750 | $146,497.75 | $125,396.25 | -$21,101.5 | -14.4% |
Kevin Bresler TD Waterhouse Canada Inc. | 8,555 | $48,399 | $86,063.3 | $37,664.3 | 77.82% |
Taylor Wagner Valued Wealth Advisors LLC | 486 | $3,766.5 | $4,981.5 | $1,215 | 32.26% |
Wynn Capital LLC Wynn Capital, LLC | 24,000 | $186,000 | $241,320 | $55,320 | 29.74% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 13 | $150.93 | $123.76 | -$27.17 | -18% |
| RJ Rebecca Judd Pathstone Holdings, LLC | 31,076 | $236,094.75 | $312,624.56 | $76,529.81 | 32.41% |
| WL Wealthcollab LLC WealthCollab, LLC | 2,185 | $14,343.78 | $21,664.27 | $7,320.49 | 51.04% |
Ian Jameson American Capital Advisory, LLC | 289 | $2,599 | $2,894.33 | $295.33 | 11.36% |
Janice M. Powell Diversify Advisory Services, LLC | 203,140 | $2.48M | $2.03M | -$445,888.3 | -17.99% |
| HAS Hayley A. Snell LRI Investments, LLC | 44 | $528 | $442.64 | -$85.36 | -16.17% |
Michael Dziura Westfuller Advisors, LLC | 11,013 | $61,830.48 | $112,938.31 | $51,107.83 | 82.66% |
| LCB Lawrence C. Busch Sage Capital Management, LLC | 16,132 | $99,843.63 | $165,272.34 | $65,428.71 | 65.53% |