| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| CAD Chelsea A. Delgado Main Street Group Ltd. | 200 | $16,016 | $17,290 | $1,274 | 7.95% |
Paul B. Ordonio Park Place Capital Corp. | 172 | $14,198.88 | $14,903.8 | $704.92 | 4.96% |
Kevin Kroskey True Wealth Design LLC | 486 | $38,528.01 | $42,816.6 | $4,288.59 | 11.13% |
Nicholas Brown Granite Harbor Advisors Inc. | 4,488 | $337,572.88 | $390,770.16 | $53,197.28 | 15.76% |
Johnathan Kasting DDFG Inc. | 3,300 | $246,213.15 | $290,729.99 | $44,516.84 | 18.08% |
| JC Jared Calvert Buck Wealth Strategies LLC | 240 | $21,710 | $20,809.2 | -$900.8 | -4.15% |
Eric J. Kemnitz Polymer Capital Management USS) LLC | 4,847 | $438,460 | $418,853.5 | -$19,606.5 | -4.47% |
| AW Ariel Weisbard Values Added Financial LLC | 9,654 | $903,699.71 | $844,483.65 | -$59,216.06 | -6.55% |
Jacob Going Alpine Bank Wealth Management | 450 | $40,707 | $39,037.5 | -$1,669.5 | -4.1% |
Andrew Kirchner ELEVATION WEALTH PARTNERS, LLC | 779 | $69,219.32 | $68,474.1 | -$745.22 | -1.08% |
Brett Pohl Invera Wealth Advisors, LLC | 11,555 | $908,934.54 | $1.01M | $97,159.31 | 10.69% |
Trivant Custom Portfolio Group LLC Trivant Custom Portfolio Group, LLC | 11,181 | $1.01M | $968,050.98 | -$43,382.02 | -4.29% |
Courtney Holt Compound Planning, Inc. | 5,469 | $436,117.03 | $474,927.96 | $38,810.93 | 8.9% |
Katherine Stoner Empower Advisory Group, LLC | 888,620 | $68.99M | $76.8M | $7.81M | 11.32% |
Nemes Rush Group LLC Nemes Rush Group LLC | 236 | $21,383.1 | $20,353.82 | -$1,029.28 | -4.81% |
Ian Wang Plato Investment Management Ltd | 22,627 | $2.03M | $1.96M | -$74,333.44 | -3.66% |
John Shanley Aspect Partners, LLC | 11 | $933.09 | $950.29 | $17.2 | 1.84% |
Melissa Imbrogno BROWN WEALTH MANAGEMENT, LLC | 5,288 | $449,842.72 | $459,368.56 | $9,525.84 | 2.12% |
Rajiv Shah KINGSWOOD WEALTH ADVISORS, LLC | 3,770 | $341,034 | $326,218.1 | -$14,815.9 | -4.34% |
Tony Macafee UniSuper Management Pty Ltd | 64,797 | $4.74M | $5.6M | $853,233.39 | 17.99% |