| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| PVI Pine Valley Investments Ltd. Liability Co. Pine Valley Investments Ltd. Liability Co. | 7,207 | $500,891.55 | $506,652.1 | $5,760.55 | 1.15% |
Scott Boyce Decker Retirement Planning Inc. | 267 | $13,630 | $18,864.88 | $5,234.88 | 38.41% |
Jenna Laws Evexia Wealth LLC | 63,434 | $3.71M | $4.54M | $828,171.14 | 22.34% |
David Silver INSTRUMENTAL WEALTH, LLC | 10,345 | $798,017.24 | $739,977.85 | -$58,039.39 | -7.27% |
Gregory Bosch Strategies Wealth Advisors, LLC | 33,962 | $2.31M | $2.41M | $100,105.02 | 4.33% |
Benjamin J. Jones National Wealth Management Group, LLC | 14,286 | $1.2M | $1.01M | -$186,156.88 | -15.52% |
Joe-Ben O'Banion TITLEIST ASSET MANAGEMENT, LLC | 3,332 | $242,069 | $235,439.12 | -$6,629.88 | -2.74% |
| SML Sweeney & Michel LLC SWEENEY & MICHEL, LLC | 9,280 | $591,603.05 | $664,169.6 | $72,566.55 | 12.27% |
John Shanley Aspect Partners, LLC | 810 | $68,859.81 | $57,380.4 | -$11,479.41 | -16.67% |
Rajiv Shah KINGSWOOD WEALTH ADVISORS, LLC | 109,405 | $7.07M | $7.85M | $781,174.02 | 11.05% |
Bradley Harsch Strategic Advocates LLC | 1,591 | $149,363.52 | $112,770.08 | -$36,593.44 | -24.5% |
Christopher C. Powers Farther Finance Advisors, LLC | 75,510 | $5.88M | $5.37M | -$512,709.19 | -8.72% |
ANDREW J. BARFOOT Madison Park Capital Advisors, LLC | 6,744 | $408,502.41 | $482,263.44 | $73,761.03 | 18.06% |
Jae Cho Marex Group plc | 156,056 | $14.59M | $11.14M | -$3.45M | -23.66% |
Syon Capital LLC SYON CAPITAL LLC | 283,149 | $14.57M | $20.19M | $5.61M | 38.52% |
Kevin Bresler TD Waterhouse Canada Inc. | 103 | $5,258 | $7,369.65 | $2,111.65 | 40.16% |
Sandeep Sharma SYNTAX RESEARCH, INC. | 785 | $40,075 | $56,178.52 | $16,103.52 | 40.18% |
Courtney Haddad Concurrent Investment Advisors, LLC | 99,662 | $6.45M | $7.13M | $680,219.49 | 10.55% |
Mark Weber DecisionMap Wealth Management, LLC | 65,390 | $5.05M | $4.67M | -$378,228.18 | -7.49% |
Benj Foor Frazier Financial Advisors, LLC | 3 | $213.95 | $211.02 | -$2.93 | -1.37% |