| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Jill Batley Gateway Wealth Partners LLC | 553 | $239,797 | $228,024.02 | -$11,772.98 | -4.91% |
| VIM Vinva Investment Management Ltd. Vinva Investment Management Ltd. | 1,302 | $549,512.82 | $535,720.92 | -$13,791.9 | -2.51% |
Beth Zilka Baron Wealth Management LLC | 626 | $186,336.96 | $257,573.96 | $71,237 | 38.23% |
Lison Couture iA Global Asset Management Inc. | 410 | $184,348.3 | $168,698.6 | -$15,649.7 | -8.49% |
| RPR Ryan P. Ruggaard Ruggaard & Associates LLC | 749 | $267,554.83 | $308,842.66 | $41,287.83 | 15.43% |
| PIL PFG Investments LLC PFG Investments LLC | 1,634 | $612,620.87 | $672,725.97 | $60,105.1 | 9.81% |
| AW Ariel Weisbard Values Added Financial LLC | 1,827 | $535,823 | $751,737.42 | $215,914.42 | 40.3% |
| OIS OneAscent Investment Solutions LLC OneAscent Investment Solutions LLC | 686 | $300,337.66 | $282,261.56 | -$18,076.1 | -6.02% |
| DD Damir Durkovic Entropy Technologies, LP | 2,349 | $900,418.69 | $967,095.04 | $66,676.35 | 7.41% |
Andrew Kirchner ELEVATION WEALTH PARTNERS, LLC | 156 | $55,663.32 | $64,225.98 | $8,562.66 | 15.38% |
Brett Pohl Invera Wealth Advisors, LLC | 2,300 | $967,057.98 | $946,358 | -$20,699.98 | -2.14% |
Alexandra Stickelman Root Financial Partners, LLC | 302 | $136,582.73 | $124,334.91 | -$12,247.82 | -8.97% |
Able Financial Group LLC ABLE Financial Group, LLC | 2,128 | $760,057.64 | $875,586.88 | $115,529.24 | 15.2% |
Joe-Ben O'Banion TITLEIST ASSET MANAGEMENT, LLC | 969 | $301,193.29 | $398,942.14 | $97,748.85 | 32.45% |
Jorge Paganin Abacus Wealth Partners, LLC | 931 | $218,943.12 | $383,297.35 | $164,354.23 | 75.07% |
Staci Compagno Portside Wealth Group, LLC | 810 | $351,516 | $335,858.4 | -$15,657.6 | -4.45% |
Courtney Holt Compound Planning, Inc. | 1,631 | $640,081.03 | $671,490.85 | $31,409.82 | 4.91% |
Katherine Stoner Empower Advisory Group, LLC | 890 | $343,019.99 | $366,417.45 | $23,397.46 | 6.82% |
Nemes Rush Group LLC Nemes Rush Group LLC | 50,571 | $15.44M | $20.82M | $5.38M | 34.85% |
Ian Wang Plato Investment Management Ltd | 9,302 | $3.76M | $3.83M | $71,565.92 | 1.9% |