| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Jeffrey D. Munjack JDM Financial Group LLC | 10 | $753.1 | $854.6 | $101.5 | 13.48% |
Sheryl Stephens Stephens Consulting LLC | 9 | $727 | $708.3 | -$18.7 | -2.57% |
Stephen Smith Kestra Investment Management LLC | 6,536 | $492,226.54 | $534,710.16 | $42,483.62 | 8.63% |
Amy Ardeel Icon Wealth Advisors LLC | 5,616 | $409,013.28 | $459,444.96 | $50,431.68 | 12.33% |
| AAL Avraham A. Levitan Glass Jacobson Investment Advisors LLC | 30 | $2,413.9 | $2,361 | -$52.9 | -2.19% |
Paul L. Moffat Arista Wealth Management LLC | 4,158 | $302,827 | $327,234.6 | $24,407.6 | 8.06% |
Moises Valladares Insigneo Advisory Services LLC | 3,409 | $270,932.82 | $298,526.13 | $27,593.31 | 10.18% |
David Smith Linden Thomas Advisory Services LLC | 27,921 | $2.26M | $2.2M | -$64,743.73 | -2.86% |
Paul B. Ordonio Park Place Capital Corp. | 41 | $2,986.03 | $3,590.37 | $604.34 | 20.24% |
Kevin Kroskey True Wealth Design LLC | 1,144 | $90,363.38 | $90,032.8 | -$330.58 | -0.37% |
Jill Batley Gateway Wealth Partners LLC | 13,154 | $990,588 | $1.04M | $44,631.8 | 4.51% |
Andrew Brady Brady Family Wealth LLC | 3,842 | $314,821.45 | $302,365.4 | -$12,456.05 | -3.96% |
Matthew T. Miler MilWealth Group LLC | 1,683 | $137,282.42 | $132,452.1 | -$4,830.32 | -3.52% |
| PIL PFG Investments LLC PFG Investments LLC | 3,986 | $290,306 | $313,698.2 | $23,392.2 | 8.06% |
Scott Boyce Decker Retirement Planning Inc. | 169 | $14,054.14 | $13,300.3 | -$753.84 | -5.36% |
Andrew Kirchner ELEVATION WEALTH PARTNERS, LLC | 202 | $14,953.33 | $15,897.4 | $944.07 | 6.31% |
Legacy Capital Group California Inc. Legacy Capital Group California, Inc. | 8,011 | $729,508.08 | $630,465.7 | -$99,042.38 | -13.58% |
Jorge Paganin Abacus Wealth Partners, LLC | 10,498 | $847,713.38 | $826,192.6 | -$21,520.78 | -2.54% |
Courtney Holt Compound Planning, Inc. | 3,991 | $324,295.88 | $314,091.7 | -$10,204.18 | -3.15% |
Nemes Rush Group LLC Nemes Rush Group LLC | 24 | $2,064.94 | $2,101.68 | $36.74 | 1.78% |