| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Paul B. Ordonio Park Place Capital Corp. | 479 | $22,814.85 | $51,655.36 | $28,840.51 | 126.41% |
Sheila J. Lindsay Bensler LLC | 36,645 | $3.41M | $3.94M | $530,867.8 | 15.55% |
Kevin Kroskey True Wealth Design LLC | 124 | $12,098 | $13,344.88 | $1,246.88 | 10.31% |
| TC Tyson Cannizzaro Ausbil Investment Management Ltd. | 129,558 | $11.19M | $13.94M | $2.75M | 24.59% |
Jill Batley Gateway Wealth Partners LLC | 4,949 | $556,129 | $532,611.38 | -$23,517.62 | -4.23% |
Beth Zilka Baron Wealth Management LLC | 3,056 | $249,230.26 | $328,886.72 | $79,656.46 | 31.96% |
Lison Couture iA Global Asset Management Inc. | 98,710 | $10.22M | $10.62M | $405,540.8 | 3.97% |
| PIL PFG Investments LLC PFG Investments LLC | 1,833 | $205,980.83 | $197,267.46 | -$8,713.37 | -4.23% |
Eric J. Kemnitz Polymer Capital Management USS) LLC | 117,500 | $13.5M | $12.67M | -$824,850 | -6.11% |
| OIS OneAscent Investment Solutions LLC OneAscent Investment Solutions LLC | 5,947 | $508,409.03 | $628,300.55 | $119,891.52 | 23.58% |
Jacob Going Alpine Bank Wealth Management | 30 | $3,446 | $3,216 | -$230 | -6.67% |
Andrew Kirchner ELEVATION WEALTH PARTNERS, LLC | 59 | $5,454 | $6,349.58 | $895.58 | 16.42% |
Brett Pohl Invera Wealth Advisors, LLC | 3,248 | $300,252.5 | $349,549.76 | $49,297.26 | 16.42% |
Staci Compagno Portside Wealth Group, LLC | 3,058 | $345,291.8 | $329,101.96 | -$16,189.84 | -4.69% |
Courtney Holt Compound Planning, Inc. | 16,484 | $1.45M | $1.77M | $323,134.64 | 22.27% |
Nemes Rush Group LLC Nemes Rush Group LLC | 107 | $11,054.75 | $11,538.88 | $484.13 | 4.38% |
Scott Kapusta First County Bank /CT/ | 5,703 | $276,547.45 | $613,756.86 | $337,209.41 | 121.94% |
John Shanley Aspect Partners, LLC | 68 | $3,439.98 | $7,318.16 | $3,878.18 | 112.74% |
Rajiv Shah KINGSWOOD WEALTH ADVISORS, LLC | 11,584 | $1.08M | $1.25M | $168,383.57 | 15.62% |
| MWS MFA Wealth Services MFA Wealth Services | 1,853 | $170,579.65 | $199,419.86 | $28,840.21 | 16.91% |