| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| TAS Todd A. Sixt Strait & Sound Wealth Management LLC | 2,668 | $205,116 | $212,919.74 | $7,803.74 | 3.8% |
Christopher E. Jaccard Financial Alternatives Inc. | 34,825 | $2.56M | $2.78M | $215,044.33 | 8.39% |
Lison Couture iA Global Asset Management Inc. | 1.35M | $104.39M | $107.8M | $3.41M | 3.27% |
David Gulkowitz DSC Meridian Capita LLP | 402,329 | $32.01M | $32.11M | $98,570.6 | 0.31% |
| PIL PFG Investments LLC PFG Investments LLC | 6,128 | $478,618.13 | $488,922.48 | $10,304.35 | 2.15% |
| JC Jared Calvert Buck Wealth Strategies LLC | 22,005 | $1.75M | $1.76M | $5,397.02 | 0.31% |
Alexandra Stickelman Root Financial Partners, LLC | 58 | $4,710.45 | $4,627.53 | -$82.92 | -1.76% |
Joe-Ben O'Banion TITLEIST ASSET MANAGEMENT, LLC | 3,087 | $245,602 | $246,296.29 | $694.29 | 0.28% |
Staci Compagno Portside Wealth Group, LLC | 2,891 | $234,720.46 | $230,542.79 | -$4,177.67 | -1.78% |
Courtney Holt Compound Planning, Inc. | 4,341 | $348,162.34 | $346,346.68 | -$1,815.66 | -0.52% |
Katherine Stoner Empower Advisory Group, LLC | 3,870 | $309,447.79 | $308,767.95 | -$679.84 | -0.22% |
Jane Bortnem Cherry Tree Wealth Management, LLC | 1,333 | $100,068.86 | $106,340.07 | $6,271.21 | 6.27% |
Rajiv Shah KINGSWOOD WEALTH ADVISORS, LLC | 12,834 | $1.01M | $1.02M | $10,070.99 | 0.99% |
Lars Phillips RAM Investment Partners, LLC | 4,679 | $369,985.2 | $373,267.22 | $3,282.02 | 0.89% |
Thomas Dobbins New Republic Capital, LLC | 97 | $7,752.63 | $7,738.17 | -$14.46 | -0.19% |
Elliot Kallen Prosperity Wealth Management, Inc. | 4,263 | $329,211.64 | $340,080.82 | $10,869.18 | 3.3% |
Christopher C. Powers Farther Finance Advisors, LLC | 178,221 | $14.47M | $14.2M | -$274,485.67 | -1.9% |
Dina Fliss Global View Capital Management LLC | 36,800 | $2.96M | $2.94M | -$20,613.18 | -0.7% |
Jae Cho Marex Group plc | 144,939 | $11.53M | $11.56M | $32,611.11 | 0.28% |
Envestnet Portfolio Solutions Inc. Envestnet Portfolio Solutions, Inc. | 31,790 | $2.36M | $2.54M | $179,113.21 | 7.6% |