| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Jill Batley Gateway Wealth Partners LLC | 21,205 | $566,590 | $570,838.6 | $4,248.6 | 0.75% |
Johnathan Kasting DDFG Inc. | 52,890 | $1.35M | $1.42M | $76,483.87 | 5.68% |
| PIL PFG Investments LLC PFG Investments LLC | 15,077 | $410,687 | $405,872.84 | -$4,814.16 | -1.17% |
Michael Yoder Yoder Wealth Management Inc. | 26,946 | $692,331.48 | $725,386.32 | $33,054.84 | 4.77% |
Shawn Scholz Impact Partnership Wealth, LLC | 144,351 | $3.94M | $3.89M | -$51,640.07 | -1.31% |
Christopher C. Powers Farther Finance Advisors, LLC | 46,180 | $1.24M | $1.24M | $2,558.61 | 0.21% |
Jae Cho Marex Group plc | 53,522 | $1.43M | $1.45M | $18,732.74 | 1.31% |
Envestnet Portfolio Solutions Inc. Envestnet Portfolio Solutions, Inc. | 132,057 | $3.51M | $3.55M | $43,249.96 | 1.23% |
Kevin Bresler TD Waterhouse Canada Inc. | 278 | $7,455.05 | $7,483.76 | $28.71 | 0.39% |
Courtney Haddad Concurrent Investment Advisors, LLC | 111,759 | $3M | $3.01M | $5,710.34 | 0.19% |
RENEE PILKENTON Exchange Bank | 24,979 | $621,738.07 | $672,434.68 | $50,696.61 | 8.15% |
Charles Corkery PUREfi Wealth, LLC | 25,865 | $696,116.68 | $696,285.8 | $169.12 | 0.02% |
Andrea Butler Sequent Planning LLC | 12,480 | $340,868.71 | $337,833.6 | -$3,035.11 | -0.89% |
Signal Advisors Wealth LLC Signal Advisors Wealth, LLC | 42,470 | $1.17M | $1.14M | -$28,712.56 | -2.45% |
Angela Mari Abich Financial Wealth Management LLC | 7,045 | $195,318.14 | $189,651.4 | -$5,666.74 | -2.9% |
Thomas Higgins Balanced Rock Investment Advisors LLC | 13,631 | $367,537.13 | $368,991.17 | $1,454.04 | 0.4% |
Paul Zarling Client First Investment Management LLC | 139,127 | $3.79M | $3.75M | -$44,520.15 | -1.17% |
Janice M. Powell Diversify Advisory Services, LLC | 140,333 | $3.77M | $3.79M | $14,030.68 | 0.37% |
| DWM Diversify Wealth Management LLC DIVERSIFY WEALTH MANAGEMENT, LLC | 140,333 | $3.74M | $3.78M | $41,365.71 | 1.11% |
Carmen McClennon WR Wealth Planners, LLC | 885 | $23,774.92 | $23,824.2 | $49.28 | 0.21% |