| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| PIL PFG Investments LLC PFG Investments LLC | 21,764 | $286,021.2 | $276,511.62 | -$9,509.58 | -3.32% |
Alexandra Stickelman Root Financial Partners, LLC | 1,534 | $18,865.04 | $19,489.47 | $624.43 | 3.31% |
Eugene Donato KENNEDY INVESTMENT GROUP | 159,518 | $1.95M | $2.03M | $79,875.19 | 4.1% |
Christopher C. Powers Farther Finance Advisors, LLC | 29,109 | $356,809.87 | $368,811.03 | $12,001.16 | 3.36% |
Jay Annis Annis Gardner Whiting Capital Advisors, LLC | 1,733 | $21,368 | $22,017.76 | $649.76 | 3.04% |
Courtney Haddad Concurrent Investment Advisors, LLC | 28,326 | $345,186.44 | $359,881.83 | $14,695.39 | 4.26% |
Teresa Douberly Burford Brothers, Inc. | 37,778 | $456,710.94 | $479,421.71 | $22,710.77 | 4.97% |
Amir Har-El Savvy Advisors, Inc. | 16,461 | $202,673.53 | $209,169.93 | $6,496.4 | 3.21% |
Owen McCabe Tyche Wealth Partners LLC | 122,352 | $1.45M | $1.55M | $101,595.43 | 6.99% |
| JS Jeremy Schletz Edge Financial Advisors LLC | 11,421 | $140,368.45 | $144,989.59 | $4,621.14 | 3.29% |
Chris M. Frantz Catalina Capital Group, LLC | 18,376 | $217,276.64 | $233,467.08 | $16,190.44 | 7.45% |
Cynthia Schlanger Ashton Thomas Private Wealth, LLC | 17,100 | $210,363 | $217,084.5 | $6,721.5 | 3.2% |
| HAS Hayley A. Snell LRI Investments, LLC | 1,604 | $19,858 | $20,306.64 | $448.64 | 2.26% |
Highline Wealth Partners LLC Highline Wealth Partners LLC | 365 | $4,500 | $4,686.6 | $186.6 | 4.15% |
| RN Ron New Whipplewood Advisors LLC | 72,954 | $872,389.04 | $926,151.03 | $53,761.99 | 6.16% |
| LMR Lindsay Marie Rider Capital & Planning LLC | 2,936 | $36,201 | $37,272.52 | $1,071.52 | 2.96% |
| CW Chung Wu Chung Wu Investment Group LLC | 6,000 | $71,580 | $76,170 | $4,590 | 6.41% |
North Ground Capital North Ground Capital | 113,390 | $1.41M | $1.44M | $32,013.5 | 2.28% |
Maridea Wealth Management LLC Maridea Wealth Management LLC | 11,360 | $141,092.58 | $144,101.6 | $3,009.02 | 2.13% |
David R. Hess Wealth Management Associates Inc. | 13,488 | $225,457.65 | $170,825.52 | -$54,632.13 | -24.23% |