| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Sue Oleari Trifecta Capital Advisors LLC | 12 | $571 | $544.92 | -$26.08 | -4.57% |
Amy Hart Phillips Wealth Planners LLC | 5,832 | $271,270.67 | $263,664.72 | -$7,605.95 | -2.8% |
Bree Pate Olisti Co. Wealth LLC | 700 | $31,339 | $31,787 | $448 | 1.43% |
Hui Fai Tam Caitong International Asset Management Co. Ltd. | 1,609 | $76,495.46 | $73,289.95 | -$3,205.51 | -4.19% |
Bepin Serraj Richard W. Paul & Associates LLC | 625 | $27,189.35 | $28,381.25 | $1,191.9 | 4.38% |
Jeffrey Hanson Breakwater Capital Group | 8,567 | $350,894.63 | $389,027.47 | $38,132.84 | 10.87% |
Darren Tapley New England Capital Financial Advisors LLC | 261 | $10,841.72 | $11,852.01 | $1,010.29 | 9.32% |
Andrew Lewis Genesis Private Wealth LLC | 7,176 | $308,161.24 | $324,426.96 | $16,265.72 | 5.28% |
David Smith Linden Thomas Advisory Services LLC | 44,227 | $1.85M | $2.01M | $158,814.63 | 8.59% |
Ryan J. Warner C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors | 11,432 | $465,147.86 | $519,127.12 | $53,979.26 | 11.6% |
| CAD Chelsea A. Delgado Main Street Group Ltd. | 208 | $10,537 | $9,449.44 | -$1,087.56 | -10.32% |
Paul B. Ordonio Park Place Capital Corp. | 12,076 | $528,577 | $548,310.78 | $19,733.78 | 3.73% |
Kevin Kroskey True Wealth Design LLC | 475 | $22,581.53 | $21,636.25 | -$945.28 | -4.19% |
Lison Couture iA Global Asset Management Inc. | 2,108 | $106,791.28 | $95,724.28 | -$11,067 | -10.36% |
Dana Isaacs ClearAlpha Technologies LP | 4,646 | $220,871 | $210,951.63 | -$9,919.37 | -4.49% |
| PIL PFG Investments LLC PFG Investments LLC | 17,319 | $683,023.25 | $786,455.79 | $103,432.54 | 15.14% |
| JC Jared Calvert Buck Wealth Strategies LLC | 557 | $26,458 | $25,301.72 | -$1,156.28 | -4.37% |
Andrew Kirchner ELEVATION WEALTH PARTNERS, LLC | 177 | $8,414.58 | $8,040.22 | -$374.36 | -4.45% |
Courtney Holt Compound Planning, Inc. | 5,557 | $255,199.33 | $252,510.08 | -$2,689.25 | -1.05% |
Nemes Rush Group LLC Nemes Rush Group LLC | 4,024 | $180,604.69 | $183,333.44 | $2,728.75 | 1.51% |