| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| BP Brett Pohl Kingdom Financial Group LLC | 3,109 | $37,372.61 | $37,152.55 | -$220.06 | -0.59% |
| VMJ Victor Melfa Jr. MELFA WEALTH MANAGEMENT Inc. | 38,406 | $450,335.38 | $458,951.7 | $8,616.32 | 1.91% |
| AA Amy Ardeel Icon Wealth Advisors LLC | 12,246 | $145,915.32 | $146,339.7 | $424.38 | 0.29% |
| JH Jesse Haller Compass Financial Group Inc./SD | 22,406 | $263,984.32 | $267,751.7 | $3,767.38 | 1.43% |
| MV Moises Valladares Insigneo Advisory Services LLC | 26,322 | $301,437.61 | $314,547.9 | $13,110.29 | 4.35% |
| JS Jeffrey Steele Silverlake Wealth Management LLC | 79,639 | $928,943.74 | $951,686.05 | $22,742.31 | 2.45% |
| JB Jill Batley Gateway Wealth Partners LLC | 10,000 | $115,000 | $119,500 | $4,500 | 3.91% |
| PIL PFG Investments LLC PFG Investments LLC | 37,694 | $459,205.28 | $450,443.3 | -$8,761.98 | -1.91% |
John Shanley Aspect Partners, LLC | 941 | $10,624 | $11,244.95 | $620.95 | 5.84% |
Christopher C. Powers Farther Finance Advisors, LLC | 45,780 | $548,791.21 | $547,071 | -$1,720.21 | -0.31% |
Jae Cho Marex Group plc | 15,499 | $180,478.77 | $185,213.05 | $4,734.28 | 2.62% |
Jay Annis Annis Gardner Whiting Capital Advisors, LLC | 1,095 | $12,593 | $13,085.25 | $492.25 | 3.91% |
Courtney Haddad Concurrent Investment Advisors, LLC | 65,659 | $767,065.31 | $784,625.05 | $17,559.74 | 2.29% |
James Rankin Modern Wealth Management, LLC | 124,369 | $1.48M | $1.49M | $2,487.31 | 0.17% |
Owen McCabe Tyche Wealth Partners LLC | 152,794 | $1.76M | $1.83M | $63,028.41 | 3.58% |
| JWM JPL Wealth Management LLC JPL Wealth Management, LLC | 296 | $3,404 | $3,537.2 | $133.2 | 3.91% |
Kevin Kuhn Kuhn & Co Investment Counsel | 124,805 | $1.46M | $1.49M | $36,050.04 | 2.48% |
Angela Pompian Sunpointe, LLC | 41,324 | $489,246.34 | $493,821.8 | $4,575.46 | 0.94% |
Cynthia Schlanger Ashton Thomas Private Wealth, LLC | 13,000 | $151,970 | $155,350 | $3,380 | 2.22% |
| MA Marie-Andree Alain Federation des caisses Desjardins du Quebec | 430 | $5,027 | $5,138.5 | $111.5 | 2.22% |