| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Courtney Holt Compound Planning, Inc. | 10,304 | $293,301.16 | $290,160.64 | -$3,140.52 | -1.07% |
Nemes Rush Group LLC Nemes Rush Group LLC | 10 | $295 | $281.6 | -$13.4 | -4.54% |
Christopher C. Powers Farther Finance Advisors, LLC | 7,488 | $211,775.09 | $210,862.08 | -$913.01 | -0.43% |
| SPS Sean P. Skuja QRG CAPITAL MANAGEMENT, INC. | 158,664 | $5.13M | $4.47M | -$663,826.63 | -12.94% |
NICOLE MARTIN Arlington Trust Co LLC | 47 | $1,143 | $1,323.52 | $180.52 | 15.79% |
Michael G. Hansen IAMS WEALTH MANAGEMENT, LLC | 21,914 | $603,980.22 | $617,098.24 | $13,118.02 | 2.17% |
Syon Capital LLC SYON CAPITAL LLC | 13,396 | $380,553.33 | $377,231.36 | -$3,321.97 | -0.87% |
Kevin Bresler TD Waterhouse Canada Inc. | 593 | $17,482 | $16,698.88 | -$783.12 | -4.48% |
Benj Foor Frazier Financial Advisors, LLC | 32 | $778 | $901.12 | $123.12 | 15.83% |
BRUCE G ALLEN Bruce G. Allen Investments, LLC | 5,606 | $167,369.16 | $157,864.96 | -$9,504.2 | -5.68% |
Jeffrey McGrath Cetera Trust Company, N.A | 10,370 | $317,338.96 | $292,019.2 | -$25,319.76 | -7.98% |
Twin Peaks Wealth Advisors LLC TWIN PEAKS WEALTH ADVISORS, LLC | 518 | $12,593 | $14,586.88 | $1,993.88 | 15.83% |
Curtis Burkholder Bare Financial Services, Inc | 239 | $6,587.54 | $6,730.24 | $142.7 | 2.17% |
KURT TRAULSEN EVOLUTION WEALTH MANAGEMENT INC. | 16 | $493 | $450.56 | -$42.44 | -8.61% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 16,893 | $512,207.77 | $475,706.88 | -$36,500.89 | -7.13% |
| RJ Rebecca Judd Pathstone Holdings, LLC | 63,202 | $2.03M | $1.78M | -$254,921.24 | -12.53% |
Angela Mari Abich Financial Wealth Management LLC | 97 | $2,988 | $2,731.52 | -$256.48 | -8.58% |
Ruth Thortvedt Financial Network Wealth Advisors LLC | 156 | $4,423.46 | $4,392.96 | -$30.5 | -0.69% |
Corey Saft Sivia Capital Partners, LLC | 12,936 | $360,748.14 | $364,277.76 | $3,529.62 | 0.98% |
| WL Wealthcollab LLC WealthCollab, LLC | 431 | $12,313.86 | $12,136.96 | -$176.9 | -1.44% |