| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Credential Qtrade Securities Inc. Credential Qtrade Securities Inc. | 419 | $77,597.78 | $159,802.41 | $82,204.63 | 105.94% |
Frank Tehel October Effect Ltd. | 864 | $284,568.42 | $328,285.44 | $43,717.02 | 15.36% |
Jordan Grabowski Alpha Zero LLC | 658 | $259,611.59 | $250,826.31 | -$8,785.28 | -3.38% |
Ryan Westerbeck Brian Low Financial Group LLC | 1,086 | $355,287.3 | $415,590.48 | $60,303.18 | 16.97% |
Lauren Sterling NerdWallet Wealth Partners LLC | 2,746 | $976,072.17 | $1.04M | $67,929.57 | 6.96% |
Erik Bonnett Tripletail Wealth Management LLC | 332 | $122,965.13 | $126,804.08 | $3,838.95 | 3.12% |
Molly Wheeler Burk Holdings LLC | 182 | $78,312.38 | $69,397.51 | -$8,914.87 | -11.38% |
Adam Scott Argyle Capital Partners LLC | 1,000 | $340,932.93 | $383,740 | $42,807.07 | 12.56% |
Boreal Capital Management LLC Boreal Capital Management LLC | 450 | $193,631 | $171,513 | -$22,118 | -11.42% |
Holos Integrated Wealth LLC Holos Integrated Wealth LLC | 451 | $135,755.3 | $171,952.77 | $36,197.47 | 26.66% |
Caldwell Trust Co Caldwell Trust Co | 1,551 | $335,785.2 | $590,349.37 | $254,564.17 | 75.81% |
Chan Yu Eleanor Pinpoint Asset Management (Singapore) Pte. Ltd. | 51,590 | $20.45M | $19.81M | -$630,945.8 | -3.09% |
Gibbs Wealth Management Gibbs Wealth Management | 8,549 | $3.14M | $3.26M | $118,597.87 | 3.78% |
Sarah H. Schmidt Summit Wealth Group LLC / CO | 545 | $215,988.89 | $207,824.85 | -$8,164.04 | -3.78% |
Provenance Wealth Advisors LLC Provenance Wealth Advisors LLC | 2,543 | $493,832.98 | $969,811.19 | $475,978.21 | 96.38% |
Exit Wealth Advisors LLC Exit Wealth Advisors LLC | 949 | $350,949.44 | $364,748.15 | $13,798.71 | 3.93% |
Michael Behner Nautilus Advisors LLC | 680 | $289,927.34 | $260,970.4 | -$28,956.94 | -9.99% |
Beacon Financial Strategies Corp Beacon Financial Strategies Corp | 215 | $79,202 | $82,028.95 | $2,826.95 | 3.57% |
Brent Garcia Broadwater Capital Management LLC | 59 | $12,137 | $22,606.14 | $10,469.14 | 86.26% |
Bonnie Courtney Cambridge Financial Group LLC | 2,672 | $904,052.59 | $1.03M | $122,209.17 | 13.52% |