| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Kelly Christopher Significant Wealth Partners LLC | 1,914 | $227,004.32 | $279,022.92 | $52,018.6 | 22.92% |
Thomas J. Suttner McGlone Suttner Wealth Management Inc. | 1,527 | $258,904.67 | $246,564.69 | -$12,339.98 | -4.77% |
Ashley Buboltz Moran Wealth Management LLC | 1,247 | $211,503 | $190,441.84 | -$21,061.16 | -9.96% |
David Smith Linden Thomas Advisory Services LLC | 31,955 | $2M | $4.88M | $2.88M | 143.84% |
Paul B. Ordonio Park Place Capital Corp. | 699 | $51,267.86 | $100,621.05 | $49,353.19 | 96.27% |
Kevin Kroskey True Wealth Design LLC | 799 | $84,362.9 | $116,478.22 | $32,115.32 | 38.07% |
Jill Batley Gateway Wealth Partners LLC | 10,375 | $1.23M | $1.45M | $225,316.41 | 18.36% |
| VIM Vinva Investment Management Ltd. Vinva Investment Management Ltd. | 9,680 | $1.14M | $1.48M | $333,379.2 | 29.12% |
Gregg Zeoli Empire Financial Management Company LLC | 1,516 | $257,128 | $231,523.52 | -$25,604.48 | -9.96% |
| PIL PFG Investments LLC PFG Investments LLC | 4,673 | $229,090.15 | $673,519.49 | $444,429.34 | 194% |
| OIS OneAscent Investment Solutions LLC OneAscent Investment Solutions LLC | 6,323 | $431,163.7 | $965,648.56 | $534,484.86 | 123.96% |
Jenna Laws Evexia Wealth LLC | 2,734 | $286,582.06 | $392,793.78 | $106,211.72 | 37.06% |
| DD Damir Durkovic Entropy Technologies, LP | 5,745 | $974,409 | $819,466.8 | -$154,942.2 | -15.9% |
Andrew Kirchner ELEVATION WEALTH PARTNERS, LLC | 391 | $62,469.73 | $57,355.79 | -$5,113.94 | -8.19% |
Alexandra Stickelman Root Financial Partners, LLC | 1,312 | $166,721 | $200,368.64 | $33,647.64 | 20.18% |
Staci Compagno Portside Wealth Group, LLC | 7,534 | $456,469.49 | $1.15M | $694,122.99 | 152.06% |
Courtney Holt Compound Planning, Inc. | 1,440 | $244,200 | $207,158.4 | -$37,041.6 | -15.17% |
ELEVATUS WELATH MANAGEMENT ELEVATUS WELATH MANAGEMENT | 1,586 | $268,925 | $256,091.42 | -$12,833.58 | -4.77% |
Jane Bortnem Cherry Tree Wealth Management, LLC | 185 | $9,698 | $28,253.2 | $18,555.2 | 191.33% |
Andrew Stafford PREVAIL INNOVATIVE WEALTH ADVISORS, LLC | 27,492 | $4.66M | $4.44M | -$223,784.76 | -4.8% |