| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
David Smith Linden Thomas Advisory Services LLC | 65,744 | $3.06M | $3.58M | $515,413.53 | 16.84% |
Paul B. Ordonio Park Place Capital Corp. | 23,261 | $960,828.93 | $1.27M | $304,336.86 | 31.67% |
Kevin Kroskey True Wealth Design LLC | 122 | $5,435.2 | $6,630.09 | $1,194.89 | 21.98% |
Jill Batley Gateway Wealth Partners LLC | 12,956 | $601,897 | $704,935.96 | $103,038.96 | 17.12% |
David Kronour Kapstone Financial Advisors LLC | 6,146 | $242,208.39 | $334,188.75 | $91,980.36 | 37.98% |
Leigha Shepard Midwest Financial Group LLC | 18,550 | $615,385.98 | $1.01M | $393,270.27 | 63.91% |
Ian Laterreur Ergawealth Advisors Inc. | 4,061 | $228,919 | $220,979.31 | -$7,939.69 | -3.47% |
| PIL PFG Investments LLC PFG Investments LLC | 6,323 | $293,767.84 | $343,623.43 | $49,855.59 | 16.97% |
| PVI Pine Valley Investments Ltd. Liability Co. Pine Valley Investments Ltd. Liability Co. | 3,677 | $207,329 | $199,992.03 | -$7,336.97 | -3.54% |
Andrew Kirchner ELEVATION WEALTH PARTNERS, LLC | 62 | $3,168.76 | $3,395.12 | $226.36 | 7.14% |
Melissa C. Anderson PCA Investment Advisory Services Inc. | 16,385 | $675,062.83 | $925,752.5 | $250,689.67 | 37.14% |
Legacy Capital Group California Inc. Legacy Capital Group California, Inc. | 19,449 | $817,752.47 | $1.1M | $281,116.03 | 34.38% |
Alexandra Stickelman Root Financial Partners, LLC | 3,941 | $178,361.55 | $216,833.82 | $38,472.27 | 21.57% |
Jorge Paganin Abacus Wealth Partners, LLC | 8,478 | $393,887.94 | $479,007 | $85,119.06 | 21.61% |
Staci Compagno Portside Wealth Group, LLC | 3,731 | $210,333 | $210,801.5 | $468.5 | 0.22% |
Courtney Holt Compound Planning, Inc. | 6,287 | $282,175.22 | $355,215.5 | $73,040.28 | 25.88% |
Nemes Rush Group LLC Nemes Rush Group LLC | 2,872 | $120,027.67 | $166,748.32 | $46,720.65 | 38.92% |
Scott Kapusta First County Bank /CT/ | 4,685 | $218,259.19 | $264,702.5 | $46,443.31 | 21.28% |
John Shanley Aspect Partners, LLC | 8 | $374.46 | $452 | $77.54 | 20.71% |
Rajiv Shah KINGSWOOD WEALTH ADVISORS, LLC | 6,703 | $300,855.68 | $378,719.5 | $77,863.82 | 25.88% |