| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Angela Mari Abich Financial Wealth Management LLC | 722 | $38,439.43 | $45,161.1 | $6,721.67 | 17.49% |
Seth Hodes Able Wealth Management LLC | 3,539 | $234,388 | $227,451.53 | -$6,936.47 | -2.96% |
KEVIN HO KENG LENG Pilgrim Partners Asia Pte Ltd | 22,700 | $1.51M | $1.44M | -$69,252.97 | -4.57% |
Ian Jameson American Capital Advisory, LLC | 6,170 | $311,763.6 | $390,807.8 | $79,044.2 | 25.35% |
Chris M. Frantz Catalina Capital Group, LLC | 8,225 | $519,573.3 | $522,287.5 | $2,714.2 | 0.52% |
David Maxey Heritage Family Offices, LLP | 6,325 | $336,743.74 | $398,475 | $61,731.26 | 18.33% |
James J. Karabas Embree Financial Group | 12,957 | $814,562.83 | $816,161.43 | $1,598.6 | 0.2% |
Brian Krause Cascade Financial Partners, LLC | 4,423 | $201,335 | $278,295.16 | $76,960.16 | 38.22% |
| MA Marie-Andree Alain Federation des caisses Desjardins du Quebec | 2,295 | $149,899.62 | $145,801.35 | -$4,098.27 | -2.73% |
Todd Lunsford International Private Wealth Advisors LLC | 6,950 | $589,527 | $441,811.5 | -$147,715.5 | -25.06% |
David Millar Gen-Wealth Partners Inc | 60 | $4,056.67 | $3,764.4 | -$292.27 | -7.2% |
Michael Dziura Westfuller Advisors, LLC | 361 | $32,407.15 | $22,667.19 | -$9,739.96 | -30.05% |
| AFL Abound Financial LLC ABOUND FINANCIAL, LLC | 4,504 | $237,631 | $283,481.76 | $45,850.76 | 19.29% |
Hager Investment Management Services LLC HAGER INVESTMENT MANAGEMENT SERVICES, LLC | 27 | $1,999 | $1,699.78 | -$299.22 | -14.97% |
Henry Pizzutello HFG Wealth Management, LLC | 11,320 | $715,084.28 | $712,141.2 | -$2,943.08 | -0.41% |
Michael Mills Mills Wealth Advisors LLC | 14,018 | $883,689.22 | $889,864.04 | $6,174.82 | 0.7% |
Carmen McClennon WR Wealth Planners, LLC | 823 | $51,988.74 | $52,363.37 | $374.63 | 0.72% |
David A Rozenson Fairscale Capital, LLC | 2,003 | $106,639.72 | $125,648.19 | $19,008.47 | 17.82% |
| CW Cathleen Wrisberg Convergence Financial, LLC | 102,534 | $5.57M | $6.45M | $884,726.62 | 15.89% |
Bryan Gort Quest 10 Wealth Builders, Inc. | 229 | $19,409.55 | $14,323.95 | -$5,085.6 | -26.2% |