| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Richard Slavik Newbridge Financial Services Group Inc. | 908 | $164,450.23 | $185,449.93 | $20,999.7 | 12.77% |
| KRB Kyle R. Bubeck Systelligence LLC | 10,245 | $2.24M | $2.1M | -$139,793.03 | -6.24% |
Sima Elimelech Activest Wealth Management | 544 | $127,023.73 | $111,106.57 | -$15,917.16 | -12.53% |
Eddie Wilcox Rollins Financial Advisors LLC | 3,553 | $756,377.54 | $748,226.27 | -$8,151.27 | -1.08% |
Christina Forster Pazienza Guardian Partners Inc. | 555 | $134,543 | $115,884 | -$18,659 | -13.87% |
Jennifer Grunberg Allspring Global Investments Holdings LLC | 2,833 | $584,606.22 | $586,204.36 | $1,598.14 | 0.27% |
Andrew Endelman Independent Wealth Network Inc. | 6,685 | $928,531.93 | $1.4M | $467,362.92 | 50.33% |
Larry Herold Herold Advisors Inc. | 1,112 | $238,735.28 | $232,552.56 | -$6,182.72 | -2.59% |
| YAI Yossi Attias, Ilana Cohen Yahav Achim Ve Achayot - Provident Funds Management Co. Ltd. | 9,569 | $2.32M | $2M | -$321,135.64 | -13.84% |
Christopher Davis Burns Matteson Capital Management LLC | 1,723 | $172,617.51 | $360,227.61 | $187,610.1 | 108.69% |
David Spratt Badgley Phelps Wealth Managers LLC | 1,644 | $355,446.06 | $343,283.64 | -$12,162.42 | -3.42% |
| SS Sandra Stickney Collaborative Wealth Managment Inc. | 1,632 | $255,216.79 | $343,682.88 | $88,466.09 | 34.66% |
| LR Lisa Rolon Fifth Third Wealth Advisors LLC | 6,461 | $1.32M | $1.33M | $2,641.86 | 0.2% |
| KMT Kirk M. Tokheim Ameritas Advisory Services LLC | 10,183 | $2.27M | $2.11M | -$160,515.97 | -7.08% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 1,937 | $408,331.51 | $395,612.9 | -$12,718.61 | -3.11% |
Scott Ungar BlackDiamond Wealth Management LLC | 9,997 | $2.02M | $2.09M | $68,020.46 | 3.36% |
Thomas Pappas Cottonwood Capital Advisors LLC | 31,762 | $5.08M | $6.53M | $1.45M | 28.65% |
Craig Kurth PCG Wealth Advisors LLC | 2,434 | $534,764.14 | $513,525.32 | -$21,238.82 | -3.97% |
Jaclyn Gilbert SAXON INTERESTS Inc. | 1,633 | $207,797.8 | $341,868.55 | $134,070.75 | 64.52% |
Sam Sweitzer Anson Capital Inc. | 1,658 | $214,245.6 | $340,934.54 | $126,688.94 | 59.13% |