| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Amy Hart Phillips Wealth Planners LLC | 1,513 | $200,502.76 | $203,362.33 | $2,859.57 | 1.43% |
Bree Pate Olisti Co. Wealth LLC | 8 | $1,065.12 | $1,070.8 | $5.68 | 0.53% |
| FCP Fidelis Capital Partners LLC Fidelis Capital Partners LLC | 2,108 | $223,249.93 | $282,345.52 | $59,095.59 | 26.47% |
Amy Ardeel Icon Wealth Advisors LLC | 5,037 | $671,547 | $673,900.23 | $2,353.23 | 0.35% |
Dean Pelos Commonwealth Retirement Investments LLC | 70 | $9,276 | $9,368.45 | $92.45 | 1% |
Darren Tapley New England Capital Financial Advisors LLC | 1,127 | $96,191.51 | $150,860.22 | $54,668.71 | 56.83% |
Thomas J. Suttner McGlone Suttner Wealth Management Inc. | 4,828 | $513,502.94 | $648,979.76 | $135,476.82 | 26.38% |
| AEI Amy Elizabeth Ipsen Ipsen Advisor Group LLC | 3,993 | $444,685.44 | $529,831.17 | $85,145.73 | 19.15% |
| TAL TFB Advisors LLC TFB Advisors LLC | 4,873 | $482,368.24 | $653,566.76 | $171,198.52 | 35.49% |
Paul B. Ordonio Park Place Capital Corp. | 68 | $8,744.9 | $8,983.48 | $238.58 | 2.73% |
David D. Jones Applied Finance Capital Management LLC | 1,790 | $226,986.86 | $240,593.9 | $13,607.04 | 5.99% |
Kevin Kroskey True Wealth Design LLC | 324 | $39,748.7 | $43,030.44 | $3,281.74 | 8.26% |
Jill Batley Gateway Wealth Partners LLC | 3,263 | $441,164.96 | $438,269.84 | -$2,895.12 | -0.66% |
| MDR Millard David Roberts Harvest Investment Advisors LLC | 14,964 | $1.19M | $1.98M | $790,270.45 | 66.18% |
Beth Zilka Baron Wealth Management LLC | 1,639 | $225,377.11 | $219,298.2 | -$6,078.91 | -2.7% |
Lison Couture iA Global Asset Management Inc. | 8,797 | $947,998.94 | $1.18M | $229,215.6 | 24.18% |
| PIL PFG Investments LLC PFG Investments LLC | 2,836 | $300,388.21 | $376,252.12 | $75,863.91 | 25.26% |
Eric J. Kemnitz Polymer Capital Management USS) LLC | 4,950 | $649,881.39 | $663,894 | $14,012.61 | 2.16% |
Scott Boyce Decker Retirement Planning Inc. | 40 | $5,301 | $5,354.4 | $53.4 | 1.01% |
| DD Damir Durkovic Entropy Technologies, LP | 84,532 | $11.2M | $11.15M | -$55,791.48 | -0.5% |