| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Jeffrey Rosenthal Viawealth LLC | 9,509 | $490,540.68 | $1M | $511,993.19 | 104.37% |
Ira Ravitz Beverly Hills Private Wealth LLC | 1,837 | $144,357.5 | $193,252.4 | $48,894.9 | 33.87% |
Vickie Chrisman LMG Wealth Partners LLC | 12,934 | $691,505.63 | $1.37M | $676,782.23 | 97.87% |
Paul B. Ordonio Park Place Capital Corp. | 479 | $22,814.85 | $49,633.98 | $26,819.13 | 117.55% |
Sheila J. Lindsay Bensler LLC | 36,645 | $3.41M | $3.86M | $450,981.7 | 13.21% |
Kevin Kroskey True Wealth Design LLC | 50 | $5,618.15 | $5,198 | -$420.15 | -7.48% |
| TC Tyson Cannizzaro Ausbil Investment Management Ltd. | 124,789 | $10.94M | $12.93M | $1.99M | 18.21% |
Jill Batley Gateway Wealth Partners LLC | 2,282 | $256,432.89 | $239,450.26 | -$16,982.63 | -6.62% |
Beth Zilka Baron Wealth Management LLC | 3,056 | $249,230.26 | $321,063.36 | $71,833.1 | 28.82% |
Lison Couture iA Global Asset Management Inc. | 98,710 | $10.22M | $10.35M | $128,165.7 | 1.25% |
| PIL PFG Investments LLC PFG Investments LLC | 1,833 | $205,980.83 | $189,981.28 | -$15,999.55 | -7.77% |
| JC Jared Calvert Buck Wealth Strategies LLC | 64 | $7,387 | $6,640.32 | -$746.68 | -10.11% |
Eric J. Kemnitz Polymer Capital Management USS) LLC | 117,500 | $13.5M | $12.33M | -$1.16M | -8.62% |
| OIS OneAscent Investment Solutions LLC OneAscent Investment Solutions LLC | 5,947 | $508,409.03 | $627,289.56 | $118,880.53 | 23.38% |
Jacob Going Alpine Bank Wealth Management | 30 | $3,446 | $3,146.1 | -$299.9 | -8.7% |
Andrew Kirchner ELEVATION WEALTH PARTNERS, LLC | 59 | $5,454 | $6,110.92 | $656.92 | 12.04% |
Brett Pohl Invera Wealth Advisors, LLC | 3,248 | $300,252.5 | $340,845.12 | $40,592.62 | 13.52% |
Staci Compagno Portside Wealth Group, LLC | 3,058 | $345,291.8 | $320,172.6 | -$25,119.2 | -7.27% |
Courtney Holt Compound Planning, Inc. | 16,691 | $1.48M | $1.73M | $252,481.45 | 17.08% |
Nemes Rush Group LLC Nemes Rush Group LLC | 107 | $11,054.75 | $11,080.92 | $26.17 | 0.24% |