| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Kevin Kroskey True Wealth Design LLC | 461 | $17,797.86 | $16,536.07 | -$1,261.79 | -7.09% |
| PIL PFG Investments LLC PFG Investments LLC | 4,862 | $205,168 | $174,254.08 | -$30,913.92 | -15.07% |
| OIS OneAscent Investment Solutions LLC OneAscent Investment Solutions LLC | 39,016 | $1.02M | $1.4M | $381,563.66 | 37.58% |
Andrew Kirchner ELEVATION WEALTH PARTNERS, LLC | 236 | $7,411 | $8,458.24 | $1,047.24 | 14.13% |
Alexandra Stickelman Root Financial Partners, LLC | 255 | $6,401.54 | $9,139.2 | $2,737.66 | 42.77% |
Courtney Holt Compound Planning, Inc. | 9,713 | $409,885 | $348,113.92 | -$61,771.08 | -15.07% |
Nemes Rush Group LLC Nemes Rush Group LLC | 46 | $1,086.86 | $1,648.64 | $561.78 | 51.69% |
Bradley Harsch Strategic Advocates LLC | 1,000 | $24,380 | $35,720 | $11,340 | 46.51% |
Christopher C. Powers Farther Finance Advisors, LLC | 14,007 | $387,130.36 | $523,441.59 | $136,311.23 | 35.21% |
| SPS Sean P. Skuja QRG CAPITAL MANAGEMENT, INC. | 98,707 | $2.43M | $3.66M | $1.23M | 50.84% |
NICOLE MARTIN Arlington Trust Co LLC | 2,136 | $68,441.22 | $76,116.36 | $7,675.14 | 11.21% |
Syon Capital LLC SYON CAPITAL LLC | 12,342 | $520,832 | $438,758.1 | -$82,073.9 | -15.76% |
Kevin Bresler TD Waterhouse Canada Inc. | 13,530 | $529,191.49 | $481,262.1 | -$47,929.39 | -9.06% |
Benj Foor Frazier Financial Advisors, LLC | 74 | $1,748.67 | $2,630.7 | $882.03 | 50.44% |
Amir Har-El Savvy Advisors, Inc. | 4,774 | $201,463 | $169,811.18 | -$31,651.82 | -15.71% |
BRUCE G ALLEN Bruce G. Allen Investments, LLC | 2,382 | $60,603.44 | $84,727.74 | $24,124.3 | 39.81% |
Twin Peaks Wealth Advisors LLC TWIN PEAKS WEALTH ADVISORS, LLC | 580 | $24,476 | $20,630.6 | -$3,845.4 | -15.71% |
Curtis Burkholder Bare Financial Services, Inc | 365 | $9,336.91 | $12,966.62 | $3,629.71 | 38.87% |
Keisuke Ichihara Rakuten Securities, Inc. | 3,271 | $126,517.25 | $116,202.27 | -$10,314.98 | -8.15% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 5,424 | $131,528.6 | $193,175.76 | $61,647.16 | 46.87% |