| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Kevin King LEGACY FINANCIAL GROUP Inc. | 8,298 | $327,396.85 | $390,586.86 | $63,190.01 | 19.3% |
Andrew T. Gardener Tanglewood Legacy Advisors LLC | 13,295 | $525,810.8 | $633,373.8 | $107,563 | 20.46% |
David Smith Linden Thomas Advisory Services LLC | 14,882 | $536,865.02 | $707,936.74 | $171,071.72 | 31.86% |
Kevin Kroskey True Wealth Design LLC | 1,244 | $59,998.68 | $58,530.2 | -$1,468.48 | -2.45% |
Lison Couture iA Global Asset Management Inc. | 5,693 | $280,209.46 | $270,759.08 | -$9,450.38 | -3.37% |
| PIL PFG Investments LLC PFG Investments LLC | 9,595 | $372,570.54 | $451,924.5 | $79,353.96 | 21.3% |
| JC Jared Calvert Buck Wealth Strategies LLC | 10 | $487 | $472.4 | -$14.6 | -3% |
Eric J. Kemnitz Polymer Capital Management USS) LLC | 73,003 | $3.42M | $3.48M | $59,400.85 | 1.74% |
Jacob Going Alpine Bank Wealth Management | 617 | $30,023 | $29,326.01 | -$696.99 | -2.32% |
| AW ARIN WESNITZER Pinnacle West Asset Management, Inc. | 6,065 | $213,267.95 | $285,479.55 | $72,211.6 | 33.86% |
Andrew Kirchner ELEVATION WEALTH PARTNERS, LLC | 1,314 | $61,024.18 | $61,810.56 | $786.38 | 1.29% |
Courtney Holt Compound Planning, Inc. | 5,789 | $278,687.67 | $273,472.36 | -$5,215.31 | -1.87% |
Shawn Scholz Impact Partnership Wealth, LLC | 6,659 | $324,033 | $316,702.04 | -$7,330.96 | -2.26% |
| AA Andrew Alkon EntryPoint Capital, LLC | 14,403 | $666,427 | $685,942.87 | $19,515.87 | 2.93% |
Christopher C. Powers Farther Finance Advisors, LLC | 24,117 | $1.12M | $1.15M | $28,684.3 | 2.57% |
David Skalicky INSPIRE TRUST CO, N.A. | 132,000 | $5.08M | $6.21M | $1.12M | 22.09% |
Mathieu Cornu Pictet Asset Management Holding SA | 72,354 | $3.31M | $3.4M | $94,762.08 | 2.86% |
Patrick J. DiNuzzo DiNuzzo Private Wealth, Inc. | 32 | $1,171.61 | $1,520.96 | $349.35 | 29.82% |
| SPS Sean P. Skuja QRG CAPITAL MANAGEMENT, INC. | 24,769 | $1.01M | $1.17M | $163,938.78 | 16.29% |
Jeremy Intihar TIAA TRUST, NATIONAL ASSOCIATION | 2,200 | $86,167.56 | $104,720 | $18,552.44 | 21.53% |