| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Andy Peters Goldstein Advisors LLC | 552 | $156,840.88 | $240,534 | $83,693.12 | 53.36% |
Scott Highmark Mosaic Family Wealth Partners LLC | 556 | $230,896 | $246,224.61 | $15,328.61 | 6.64% |
Ashley Buboltz Moran Wealth Management LLC | 44,007 | $12.99M | $19.49M | $6.49M | 49.97% |
David Smith Linden Thomas Advisory Services LLC | 4,997 | $2.01M | $2.18M | $168,099.4 | 8.37% |
Ira Ravitz Beverly Hills Private Wealth LLC | 1,997 | $556,867.72 | $933,437.76 | $376,570.04 | 67.62% |
| CAD Chelsea A. Delgado Main Street Group Ltd. | 60 | $26,037.86 | $26,145 | $107.14 | 0.41% |
Paul B. Ordonio Park Place Capital Corp. | 161 | $69,420.65 | $75,108.11 | $5,687.46 | 8.19% |
Kevin Kroskey True Wealth Design LLC | 42 | $18,077.25 | $18,301.5 | $224.25 | 1.24% |
Jill Batley Gateway Wealth Partners LLC | 553 | $239,797 | $240,969.75 | $1,172.75 | 0.49% |
| VIM Vinva Investment Management Ltd. Vinva Investment Management Ltd. | 879 | $372,419.62 | $410,062.3 | $37,642.68 | 10.11% |
Beth Zilka Baron Wealth Management LLC | 626 | $186,336.96 | $272,779.5 | $86,442.54 | 46.39% |
Lison Couture iA Global Asset Management Inc. | 410 | $184,348.3 | $178,657.5 | -$5,690.8 | -3.09% |
Ryan P. Ruggaard Ruggaard & Associates LLC | 750 | $267,970.27 | $349,920 | $81,949.73 | 30.58% |
| PIL PFG Investments LLC PFG Investments LLC | 1,664 | $625,077.25 | $725,088 | $100,010.75 | 16% |
| AW Ariel Weisbard Values Added Financial LLC | 1,827 | $535,823 | $796,115.25 | $260,292.25 | 48.58% |
| OIS OneAscent Investment Solutions LLC OneAscent Investment Solutions LLC | 628 | $274,944.68 | $290,123.44 | $15,178.76 | 5.52% |
Jacob Going Alpine Bank Wealth Management | 5 | $2,076 | $2,337.1 | $261.1 | 12.58% |
Andrew Kirchner ELEVATION WEALTH PARTNERS, LLC | 156 | $55,663.32 | $67,977 | $12,313.68 | 22.12% |
Brett Pohl Invera Wealth Advisors, LLC | 2,257 | $948,978.2 | $983,487.75 | $34,509.55 | 3.64% |
Able Financial Group LLC ABLE Financial Group, LLC | 2,129 | $760,473 | $927,711.75 | $167,238.75 | 21.99% |