| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Ashley Meredith Abel Hall, LLC | 19,960 | $1.56M | $1.58M | $21,056.25 | 1.35% |
Douglas E. Morisoli Fairman Group, LLC | 19 | $1,575 | $1,541.28 | -$33.72 | -2.14% |
| WL Wealthcollab LLC WealthCollab, LLC | 109 | $7,152 | $8,648.06 | $1,496.06 | 20.92% |
Ian Jameson American Capital Advisory, LLC | 16 | $1,353.74 | $1,269.28 | -$84.46 | -6.24% |
Richard Zipkis Granite Group Advisors, LLC | 2,732 | $226,401 | $221,647.16 | -$4,753.84 | -2.1% |
Janice M. Powell Diversify Advisory Services, LLC | 4,329 | $351,556 | $343,917.4 | -$7,638.6 | -2.17% |
Kevyn Hill Hilltop National Bank | 2,197 | $164,772.59 | $178,308.52 | $13,535.93 | 8.21% |
| MA Marie-Andree Alain Federation des caisses Desjardins du Quebec | 186 | $13,628.29 | $14,707.02 | $1,078.73 | 7.92% |
Marshall Investment Management LLC MARSHALL INVESTMENT MANAGEMENT, LLC | 10 | $829 | $810.6 | -$18.4 | -2.22% |
| HAS Hayley A. Snell LRI Investments, LLC | 25 | $1,949.44 | $1,976.75 | $27.31 | 1.4% |
David Millar Gen-Wealth Partners Inc | 10 | $714.96 | $810.5 | $95.54 | 13.36% |
| NCG Noah C Goldberg Jain Global LLC | 16,486 | $1.37M | $1.3M | -$69,024.12 | -5.03% |
| KDZ Kent D. Zahner KEYNOTE FINANCIAL SERVICES LLC | 4,590 | $260,711.83 | $370,642.5 | $109,930.67 | 42.17% |
| DWM Diversify Wealth Management LLC DIVERSIFY WEALTH MANAGEMENT, LLC | 4,329 | $372,246.2 | $343,765.89 | -$28,480.31 | -7.65% |
Kerri Hicken FULLCIRCLE WEALTH LLC | 2,845 | $162,988.26 | $230,672.6 | $67,684.34 | 41.53% |
Carmen McClennon WR Wealth Planners, LLC | 45 | $3,034.47 | $3,565.57 | $531.1 | 17.5% |
Laurel Steward Mattson Financial Services, LLC | 3,459 | $292,463.8 | $280,801.62 | -$11,662.18 | -3.99% |
Bryan Gort Quest 10 Wealth Builders, Inc. | 128 | $8,172.28 | $10,388.48 | $2,216.2 | 27.12% |
Gregory A. Brown Brown Financial Advisors | 3,219 | $272,327.4 | $261,125.28 | -$11,202.12 | -4.11% |
Code Waechter LLC Code Waechter LLC | 10,361 | $711,879.05 | $829,139.02 | $117,259.97 | 16.47% |