| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Kevin Kroskey True Wealth Design LLC | 376 | $38,106.4 | $38,137.68 | $31.28 | 0.08% |
| WPA Wealth Preservation Advisors LLC Wealth Preservation Advisors LLC | 4,975 | $541,650.25 | $567,199.76 | $25,549.51 | 4.72% |
| PIL PFG Investments LLC PFG Investments LLC | 4,321 | $399,725.31 | $438,279.03 | $38,553.72 | 9.65% |
Eric J. Kemnitz Polymer Capital Management USS) LLC | 6,067 | $773,421.33 | $691,698.68 | -$81,722.65 | -10.57% |
Andy Warning Resolute Wealth Strategies LLC | 2,555 | $234,502 | $283,349.5 | $48,847.5 | 20.83% |
Andrew Kirchner ELEVATION WEALTH PARTNERS, LLC | 100 | $9,570.7 | $10,143 | $572.3 | 5.98% |
Bluestem Wealth Partners LLC BlueStem Wealth Partners, LLC | 2,451 | $336,446.98 | $254,487.33 | -$81,959.65 | -24.36% |
Courtney Holt Compound Planning, Inc. | 17,604 | $2.14M | $1.79M | -$351,509.8 | -16.45% |
Katherine Stoner Empower Advisory Group, LLC | 856,367 | $90.07M | $94.97M | $4.91M | 5.45% |
| SML Sweeney & Michel LLC SWEENEY & MICHEL, LLC | 2,882 | $160,113.97 | $299,238.06 | $139,124.09 | 86.89% |
Nemes Rush Group LLC Nemes Rush Group LLC | 3,253 | $442,541.63 | $370,874.54 | -$71,667.09 | -16.19% |
Ian Wang Plato Investment Management Ltd | 47 | $6,139.48 | $4,831.13 | -$1,308.35 | -21.31% |
John Shanley Aspect Partners, LLC | 12 | $1,250 | $1,217.16 | -$32.84 | -2.63% |
Andrew Wiener Samjo Management, LLC | 34,610 | $2.9M | $3.95M | $1.05M | 36.25% |
Tony Macafee UniSuper Management Pty Ltd | 74,578 | $8.02M | $8.5M | $484,786.54 | 6.05% |
Alisha Arvold Christopher J. Hasenberg, Inc | 93 | $12,216 | $9,432.99 | -$2,783.01 | -22.78% |
Norden Group LLC NORDEN GROUP LLC | 5,515 | $642,268.2 | $559,386.45 | -$82,881.75 | -12.9% |
Daniel de la Torre Canada Post Corp Registered Pension Plan | 15,540 | $2.05M | $1.58M | -$474,226.22 | -23.13% |
John M Roach Waterway Wealth Management, LLC | 3,436 | $399,153.07 | $348,513.48 | -$50,639.59 | -12.69% |
| BF Brian Falahee Delta Global Management LP | 80,215 | $9.27M | $8.9M | -$377,812.74 | -4.07% |