| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Kevin Kroskey True Wealth Design LLC | 1,037 | $10,008.48 | $10,172.97 | $164.49 | 1.64% |
Beth Zilka Baron Wealth Management LLC | 13,955 | $120,858.48 | $136,898.55 | $16,040.07 | 13.27% |
| OIS OneAscent Investment Solutions LLC OneAscent Investment Solutions LLC | 105,984 | $1.46M | $1.06M | -$398,499.84 | -27.37% |
| DD Damir Durkovic Entropy Technologies, LP | 93,083 | $1.28M | $955,962.41 | -$322,998.01 | -25.25% |
Andrew Kirchner ELEVATION WEALTH PARTNERS, LLC | 608 | $8,353.92 | $5,964.48 | -$2,389.44 | -28.6% |
Legacy Capital Group California Inc. Legacy Capital Group California, Inc. | 29,916 | $411,045.84 | $293,475.96 | -$117,569.88 | -28.6% |
Courtney Holt Compound Planning, Inc. | 45,597 | $342,473.74 | $447,306.57 | $104,832.83 | 30.61% |
Katherine Stoner Empower Advisory Group, LLC | 16,216 | $129,470.04 | $165,078.88 | $35,608.84 | 27.5% |
Nemes Rush Group LLC Nemes Rush Group LLC | 208 | $2,007 | $2,136.16 | $129.16 | 6.44% |
Christopher C. Powers Farther Finance Advisors, LLC | 13,009 | $143,740.12 | $127,618.29 | -$16,121.83 | -11.22% |
| SPS Sean P. Skuja QRG CAPITAL MANAGEMENT, INC. | 359,627 | $3M | $3.53M | $527,278.98 | 17.57% |
NICOLE MARTIN Arlington Trust Co LLC | 51 | $575 | $500.31 | -$74.69 | -12.99% |
Envestnet Portfolio Solutions Inc. Envestnet Portfolio Solutions, Inc. | 17,860 | $151,847.18 | $175,206.6 | $23,359.42 | 15.38% |
MICHAEL DE LUZ Williams & Novak, LLC | 12,283 | $106,308.51 | $120,496.23 | $14,187.72 | 13.35% |
Syon Capital LLC SYON CAPITAL LLC | 138,963 | $1.28M | $1.43M | $149,319.95 | 11.69% |
Florian Peters denkapparat Operations GmbH | 69,902 | $787,795.62 | $711,951.87 | -$75,843.75 | -9.63% |
Kevin Bresler TD Waterhouse Canada Inc. | 457 | $5,210.38 | $4,483.17 | -$727.21 | -13.96% |
BRUCE G ALLEN Bruce G. Allen Investments, LLC | 284 | $3,200.63 | $2,786.04 | -$414.59 | -12.95% |
Curtis Burkholder Bare Financial Services, Inc | 1,134 | $15,477.08 | $11,124.54 | -$4,352.54 | -28.12% |
Keisuke Ichihara Rakuten Securities, Inc. | 50 | $687 | $509 | -$178 | -25.91% |