| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| WPA Wealth Preservation Advisors LLC Wealth Preservation Advisors LLC | 50 | $745.14 | $675.25 | -$69.89 | -9.38% |
Andrew Kirchner ELEVATION WEALTH PARTNERS, LLC | 545 | $6,892.71 | $7,360.22 | $467.51 | 6.78% |
Alexandra Stickelman Root Financial Partners, LLC | 149 | $1,588.45 | $2,012.24 | $423.79 | 26.68% |
Jorge Paganin Abacus Wealth Partners, LLC | 34,450 | $247,006.64 | $465,247.25 | $218,240.61 | 88.35% |
Courtney Holt Compound Planning, Inc. | 27,591 | $523,352.51 | $372,616.45 | -$150,736.06 | -28.8% |
Nemes Rush Group LLC Nemes Rush Group LLC | 148 | $3,080.76 | $1,998.74 | -$1,082.02 | -35.12% |
John Shanley Aspect Partners, LLC | 20 | $288 | $269.8 | -$18.2 | -6.32% |
Alisha Arvold Christopher J. Hasenberg, Inc | 8 | $150 | $108 | -$42 | -28% |
| AA Andrew Alkon EntryPoint Capital, LLC | 15,231 | $197,667.75 | $205,694.65 | $8,026.9 | 4.06% |
Christopher C. Powers Farther Finance Advisors, LLC | 3,139 | $26,885.37 | $42,439.28 | $15,553.91 | 57.85% |
Mathieu Cornu Pictet Asset Management Holding SA | 45,763 | $720,036.52 | $618,029.31 | -$102,007.21 | -14.17% |
Patrick J. DiNuzzo DiNuzzo Private Wealth, Inc. | 37 | $579.6 | $499.5 | -$80.1 | -13.82% |
| KS Kristi Shields ROGCO, LP | 15 | $260.42 | $202.57 | -$57.85 | -22.21% |
Kevin Bresler TD Waterhouse Canada Inc. | 6,468 | $193,748.33 | $87,350.34 | -$106,397.99 | -54.92% |
Nicholas McElroy Philip James Wealth Mangement, LLC | 100,796 | $1.59M | $1.36M | -$225,345.3 | -14.2% |
David Vollmer PFS Partners, LLC | 321 | $9,202.39 | $4,336.71 | -$4,865.68 | -52.87% |
BRUCE G ALLEN Bruce G. Allen Investments, LLC | 60 | $359 | $810.3 | $451.3 | 125.71% |
Darin Sadow Freestone Grove Partners LP | 30,774 | $220,649.41 | $415,602.87 | $194,953.46 | 88.35% |
Curtis Burkholder Bare Financial Services, Inc | 69 | $413 | $931.84 | $518.84 | 125.63% |
Keisuke Ichihara Rakuten Securities, Inc. | 2,436 | $17,584.25 | $32,898.18 | $15,313.93 | 87.09% |