| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Joshua Bailey MUIRFIELD WEALTH ADVISORS LLC | 1,371 | $209,482 | $212,395.32 | $2,913.32 | 1.39% |
Joseph C. Capezza, Jr Cove Private Wealth, LLC | 1,626 | $248,372 | $243,184.56 | -$5,187.44 | -2.09% |
Shepherd Wealth Management Ltd. Shepherd Wealth Management Ltd. | 1,549 | $224,930 | $239,971.08 | $15,041.08 | 6.69% |
Kelly Harris Glass Wealth Management Co LLC | 11,730 | $1.15M | $1.82M | $670,437.47 | 58.46% |
| WL Wealthcollab LLC WealthCollab, LLC | 692 | $72,759.73 | $103,495.52 | $30,735.79 | 42.24% |
Ian Jameson American Capital Advisory, LLC | 96 | $14,046.27 | $14,986.56 | $940.29 | 6.69% |
Richard Zipkis Granite Group Advisors, LLC | 2,187 | $334,057.14 | $334,785.96 | $728.82 | 0.22% |
David Maxey Heritage Family Offices, LLP | 4,018 | $427,336.9 | $618,249.66 | $190,912.76 | 44.67% |
Cynthia Schlanger Ashton Thomas Private Wealth, LLC | 11,411 | $1.35M | $1.76M | $402,181.16 | 29.69% |
| DMM Dianne Marie Morin SEEDS INVESTOR LLC | 6,503 | $712,331.46 | $1M | $288,285.15 | 40.47% |
Brian Krause Cascade Financial Partners, LLC | 4,733 | $452,140.21 | $729,118.65 | $276,978.44 | 61.26% |
Kevyn Hill Hilltop National Bank | 1,960 | $280,332.54 | $293,137.6 | $12,805.06 | 4.57% |
Gillian Curran Prospect Financial Group LLC | 2,134 | $207,777.42 | $328,358.58 | $120,581.16 | 58.03% |
Eric Mattinson TWIN CITY PRIVATE WEALTH, LLC | 5,533 | $563,751.69 | $855,484.85 | $291,733.16 | 51.75% |
| MA Marie-Andree Alain Federation des caisses Desjardins du Quebec | 4,799 | $476,961.12 | $717,738.44 | $240,777.32 | 50.48% |
Kevin Galvin Hopwood Financial Services, Inc. | 2,395 | $233,057.7 | $366,626.6 | $133,568.9 | 57.31% |
| HAS Hayley A. Snell LRI Investments, LLC | 2,933 | $344,046.57 | $438,659.48 | $94,612.91 | 27.5% |
Kelly Financial Services LLC Kelly Financial Services LLC | 1,529 | $211,214.05 | $236,406.35 | $25,192.3 | 11.93% |
Michael Dziura Westfuller Advisors, LLC | 156 | $19,999.91 | $24,072.36 | $4,072.45 | 20.36% |
| AFL Abound Financial LLC ABOUND FINANCIAL, LLC | 787 | $120,215 | $121,182.26 | $967.26 | 0.8% |