| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Timothy Gerlach Novem Group | 10,489 | $57,217.49 | $58,843.29 | $1,625.8 | 2.84% |
Amanda Hawley Atria Wealth Solutions Inc. | 42,453.33 | $234,618.68 | $238,163.18 | $3,544.5 | 1.51% |
Leonid Berline ARMSTRONG ADVISORY GROUP Inc. | 2,935 | $16,947.95 | $16,465.35 | -$482.6 | -2.85% |
Scott Register Register Financial Advisors LLC | 17,477 | $98,654.19 | $98,045.97 | -$608.22 | -0.62% |
Paul L. Moffat Arista Wealth Management LLC | 47,128 | $242,662.07 | $264,388.08 | $21,726.01 | 8.95% |
David Kronour Kapstone Financial Advisors LLC | 34,435 | $190,690.53 | $197,484.72 | $6,794.19 | 3.56% |
| PIL PFG Investments LLC PFG Investments LLC | 108,264 | $595,148.8 | $607,361.04 | $12,212.24 | 2.05% |
| KB Kyle Bubeck TrueMark Investments LLC | 145,438 | $823,178.99 | $815,907.18 | -$7,271.81 | -0.88% |
Courtney Holt Compound Planning, Inc. | 26,001.44 | $158,842.8 | $145,868.08 | -$12,974.72 | -8.17% |
Rajiv Shah KINGSWOOD WEALTH ADVISORS, LLC | 71,321 | $384,990.59 | $400,110.81 | $15,120.22 | 3.93% |
Dan Stevenson MIDLAND WEALTH ADVISORS LLC | 26,748 | $145,910.34 | $150,056.28 | $4,145.94 | 2.84% |
Jae Cho Marex Group plc | 32,552 | $184,244 | $188,801.6 | $4,557.6 | 2.47% |
Kevin Bresler TD Waterhouse Canada Inc. | 9,150 | $53,088.3 | $51,331.5 | -$1,756.8 | -3.31% |
Joseph C. Gissy Tactive Advisors, LLC | 12,976 | $74,778.81 | $72,795.36 | -$1,983.45 | -2.65% |
Menachem Striks Morton Capital Management LLC/CA | 12,118 | $67,861.96 | $67,981.98 | $120.02 | 0.18% |
Benj Foor Frazier Financial Advisors, LLC | 327 | $1,893.6 | $1,875.34 | -$18.26 | -0.96% |
Amir Har-El Savvy Advisors, Inc. | 24,424 | $136,774 | $137,018.64 | $244.64 | 0.18% |
Melissa Phillips EAGLE WEALTH STRATEGIES LLC | 18,624 | $93,678.72 | $104,480.64 | $10,801.92 | 11.53% |
David McNeely Darden Wealth Group Inc | 73,900 | $389,147 | $420,801.38 | $31,654.38 | 8.13% |
Ashley Meredith Abel Hall, LLC | 20,000 | $113,200 | $112,200 | -$1,000 | -0.88% |