| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Ann Reilley Alpha Financial Advisors LLC | 443 | $124,629 | $104,539.14 | -$20,089.86 | -16.12% |
Ian Laterreur Ergawealth Advisors Inc. | 2,155 | $321,853.92 | $511,058.23 | $189,204.31 | 58.79% |
| PIL PFG Investments LLC PFG Investments LLC | 48,519 | $8.77M | $10.85M | $2.08M | 23.76% |
| JC Jared Calvert Buck Wealth Strategies LLC | 1,738 | $389,358.15 | $388,703.68 | -$654.47 | -0.17% |
Eric J. Kemnitz Polymer Capital Management USS) LLC | 1,534 | $431,376 | $359,446.9 | -$71,929.1 | -16.67% |
Jackson O'Connor O'Connor Financial Group LLC | 870 | $218,353.48 | $194,575.49 | -$23,777.99 | -10.89% |
| AW Ariel Weisbard Values Added Financial LLC | 2,345 | $514,683.2 | $524,459.23 | $9,776.03 | 1.9% |
Andy Warning Resolute Wealth Strategies LLC | 2,134 | $345,987.03 | $503,581.32 | $157,594.29 | 45.55% |
Jacob Going Alpine Bank Wealth Management | 5,754 | $1.39M | $1.36M | -$27,056.71 | -1.94% |
| PVI Pine Valley Investments Ltd. Liability Co. Pine Valley Investments Ltd. Liability Co. | 20,558 | $3.15M | $4.6M | $1.45M | 45.96% |
| CWL Channel Wealth LLC Channel Wealth LLC | 1,994 | $384,565.59 | $445,958.08 | $61,392.49 | 15.96% |
Scott Boyce Decker Retirement Planning Inc. | 1,798 | $508,146.62 | $402,122.68 | -$106,023.94 | -20.86% |
| AW ARIN WESNITZER Pinnacle West Asset Management, Inc. | 5,940 | $792,495.33 | $1.4M | $609,225.87 | 76.87% |
Andrew Kirchner ELEVATION WEALTH PARTNERS, LLC | 1,294 | $307,004.16 | $289,403.09 | -$17,601.07 | -5.73% |
Gregory Bosch Strategies Wealth Advisors, LLC | 1,084 | $270,647.56 | $254,002.89 | -$16,644.67 | -6.15% |
Legacy Capital Group California Inc. Legacy Capital Group California, Inc. | 2,989 | $874,951.46 | $668,489.82 | -$206,461.64 | -23.6% |
Alexandra Stickelman Root Financial Partners, LLC | 2,501 | $627,335.7 | $559,348.62 | -$67,987.08 | -10.84% |
Pierre-Jean FROGNET Quintet Private Bank (Europe) S.A. | 2,589 | $575,749.63 | $579,029.82 | $3,280.19 | 0.57% |
Able Financial Group LLC ABLE Financial Group, LLC | 1,911 | $352,435.95 | $427,395.13 | $74,959.18 | 21.27% |
Joe-Ben O'Banion TITLEIST ASSET MANAGEMENT, LLC | 3,147 | $923,760.45 | $703,826.52 | -$219,933.93 | -23.81% |