| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| SPI Stonebrook Private Inc. Stonebrook Private Inc. | 16,876 | $88,269.88 | $92,649.24 | $4,379.36 | 4.96% |
Anthony Blagrove Traveka Wealth, LLC | 26,401 | $72,645.16 | $146,921.56 | $74,276.4 | 102.25% |
Curtis Burkholder Bare Financial Services, Inc | 3,134 | $16,253.84 | $17,142.98 | $889.14 | 5.47% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 164,084 | $665,609.42 | $897,539.48 | $231,930.06 | 34.84% |
| JWM JPL Wealth Management LLC JPL Wealth Management, LLC | 377 | $1,896.93 | $2,062.19 | $165.26 | 8.71% |
Neil Greenspan Fielder Capital Group LLC | 38,446 | $105,248.2 | $211,260.77 | $106,012.57 | 100.73% |
Jessica Riley Hale GC Wealth Management RIA, LLC | 11,220 | $65,413 | $61,317.3 | -$4,095.7 | -6.26% |
| RJ Rebecca Judd Pathstone Holdings, LLC | 1.04M | $3.97M | $5.66M | $1.7M | 42.83% |
| FTM F. Thomas Mosley Mosley Wealth Management | 131 | $764 | $717.88 | -$46.12 | -6.04% |
Ruth Thortvedt Financial Network Wealth Advisors LLC | 2,196 | $12,409.63 | $12,023.1 | -$386.53 | -3.11% |
Corey Saft Sivia Capital Partners, LLC | 135,445 | $635,194.95 | $740,206.92 | $105,011.97 | 16.53% |
| TWP Triad Wealth Partners LLC Triad Wealth Partners, LLC | 10,097 | $58,057.75 | $55,180.1 | -$2,877.65 | -4.96% |
Ashley Meredith Abel Hall, LLC | 89,084 | $395,597.76 | $485,507.8 | $89,910.04 | 22.73% |
| WL Wealthcollab LLC WealthCollab, LLC | 1,046 | $3,263.73 | $5,705.93 | $2,442.2 | 74.83% |
Ian Jameson American Capital Advisory, LLC | 692 | $3,761.84 | $3,788.7 | $26.86 | 0.71% |
Richard Zipkis Granite Group Advisors, LLC | 32,018 | $166,494 | $176,579.27 | $10,085.27 | 6.06% |
Janice M. Powell Diversify Advisory Services, LLC | 21,049 | $121,031.75 | $115,348.52 | -$5,683.23 | -4.7% |
Kevyn Hill Hilltop National Bank | 1,000 | $4,250 | $5,475 | $1,225 | 28.82% |
Eric Mattinson TWIN CITY PRIVATE WEALTH, LLC | 355,605 | $1.17M | $1.95M | $779,459.56 | 66.66% |
| MA Marie-Andree Alain Federation des caisses Desjardins du Quebec | 15,269 | $66,262.69 | $83,521.43 | $17,258.74 | 26.05% |