| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Steven Trigili Garden State Investment Advisory Services LLC | 5,425 | $689,710 | $601,415.5 | -$88,294.5 | -12.8% |
Paul B. Ordonio Park Place Capital Corp. | 135 | $7,373.79 | $15,012 | $7,638.21 | 103.59% |
Kevin Kroskey True Wealth Design LLC | 1,254 | $98,665.83 | $141,300.72 | $42,634.89 | 43.21% |
Jill Batley Gateway Wealth Partners LLC | 3,783 | $386,392.44 | $411,136.44 | $24,744 | 6.4% |
David Kronour Kapstone Financial Advisors LLC | 4,676 | $265,865.48 | $535,869.6 | $270,004.12 | 101.56% |
Todd A. Sixt Strait & Sound Wealth Management LLC | 8,038 | $443,802.68 | $921,154.8 | $477,352.12 | 107.56% |
| PIL PFG Investments LLC PFG Investments LLC | 24,046 | $1.67M | $2.68M | $1.01M | 60.56% |
| JC Jared Calvert Buck Wealth Strategies LLC | 14 | $1,768 | $1,560.86 | -$207.14 | -11.72% |
| CWL Channel Wealth LLC Channel Wealth LLC | 1,719 | $217,127 | $196,997.4 | -$20,129.6 | -9.27% |
| DD Damir Durkovic Entropy Technologies, LP | 23,082 | $2.31M | $2.55M | $233,121.02 | 10.08% |
Andrew Kirchner ELEVATION WEALTH PARTNERS, LLC | 413 | $49,685.53 | $46,524.45 | -$3,161.08 | -6.36% |
Alexandra Stickelman Root Financial Partners, LLC | 2,412 | $255,825.01 | $267,394.32 | $11,569.31 | 4.52% |
Staci Compagno Portside Wealth Group, LLC | 1,692 | $213,691 | $187,575.12 | -$26,115.88 | -12.22% |
Courtney Holt Compound Planning, Inc. | 14,936 | $1.53M | $1.66M | $137,638.82 | 9.01% |
Katherine Stoner Empower Advisory Group, LLC | 2,386 | $249,289.64 | $264,511.96 | $15,222.32 | 6.11% |
ELEVATUS WELATH MANAGEMENT ELEVATUS WELATH MANAGEMENT | 29,662 | $3.75M | $3.4M | -$347,341.8 | -9.27% |
Ian Wang Plato Investment Management Ltd | 1,725 | $216,614 | $191,233.5 | -$25,380.5 | -11.72% |
John Shanley Aspect Partners, LLC | 12 | $1,223.17 | $1,313.52 | $90.35 | 7.39% |
Tony Macafee UniSuper Management Pty Ltd | 69,636 | $6.38M | $7.72M | $1.34M | 20.96% |
Daniel de la Torre Canada Post Corp Registered Pension Plan | 6,457 | $631,491.46 | $715,823.02 | $84,331.56 | 13.35% |