| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| BG Becki Goebel TCP Asset Management LLC | 13,306 | $498,033.12 | $509,819.39 | $11,786.27 | 2.37% |
Kevin Kroskey True Wealth Design LLC | 644 | $24,126.73 | $24,446.24 | $319.51 | 1.32% |
Vincent Incerto LaSalle St. Investment Advisors LLC | 5,014 | $207,980.72 | $191,384.38 | -$16,596.34 | -7.98% |
| PIL PFG Investments LLC PFG Investments LLC | 29,426 | $1.05M | $1.11M | $61,943.05 | 5.89% |
| JC Jared Calvert Buck Wealth Strategies LLC | 1,262 | $52,510 | $47,968.62 | -$4,541.38 | -8.65% |
Eric J. Kemnitz Polymer Capital Management USS) LLC | 34,990 | $1.46M | $1.33M | -$122,115.3 | -8.39% |
Kure Advisory LLC Kure Advisory, LLC | 7,049 | $236,711.97 | $268,320.18 | $31,608.21 | 13.35% |
Tony Macafee UniSuper Management Pty Ltd | 15,200 | $503,070.94 | $579,956 | $76,885.06 | 15.28% |
| AA Andrew Alkon EntryPoint Capital, LLC | 7,549 | $268,518 | $288,522.78 | $20,004.78 | 7.45% |
Christopher C. Powers Farther Finance Advisors, LLC | 2,652 | $98,085.04 | $99,662.16 | $1,577.12 | 1.61% |
Mathieu Cornu Pictet Asset Management Holding SA | 20,227 | $694,366.25 | $767,816.92 | $73,450.67 | 10.58% |
Sandeep Sharma SYNTAX RESEARCH, INC. | 2,527 | $84,756 | $96,644.36 | $11,888.36 | 14.03% |
James Rankin Modern Wealth Management, LLC | 96,847 | $3.55M | $3.68M | $132,220.1 | 3.73% |
BRASS TAX WEALTH MANAGEMENT Inc. BRASS TAX WEALTH MANAGEMENT, INC | 10,012 | $377,553 | $383,159.24 | $5,606.24 | 1.48% |
Taylor Wagner Valued Wealth Advisors LLC | 148 | $5,385.58 | $5,655.08 | $269.5 | 5% |
Julie Beswick Advantage Trust Co | 3,386 | $123,521 | $129,870.03 | $6,349.03 | 5.14% |
Cody Gehman Stonebridge Financial Group, LLC | 10,614 | $397,600.18 | $405,030.24 | $7,430.06 | 1.87% |
Curtis Burkholder Bare Financial Services, Inc | 545 | $20,486.85 | $20,688.2 | $201.35 | 0.98% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 1,129 | $39,954.99 | $42,427.82 | $2,472.83 | 6.19% |
Brian Distler Lakeridge Wealth Management LLC | 17,318 | $631,860.99 | $663,279.4 | $31,418.41 | 4.97% |