| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| CAD Chelsea A. Delgado Main Street Group Ltd. | 2 | $137 | $154.06 | $17.06 | 12.45% |
| PIL PFG Investments LLC PFG Investments LLC | 4,959 | $308,717.25 | $381,629.76 | $72,912.51 | 23.62% |
| JC Jared Calvert Buck Wealth Strategies LLC | 3 | $256.98 | $230.19 | -$26.79 | -10.42% |
Brett Pohl Invera Wealth Advisors, LLC | 36,306 | $2.69M | $2.83M | $141,462.54 | 5.26% |
Pierre-Jean FROGNET Quintet Private Bank (Europe) S.A. | 600 | $35,184 | $47,910 | $12,726 | 36.17% |
Christopher C. Powers Farther Finance Advisors, LLC | 5,634 | $352,984.63 | $439,395.66 | $86,411.03 | 24.48% |
Kevin Bresler TD Waterhouse Canada Inc. | 12,103 | $797,309.69 | $935,561.9 | $138,252.21 | 17.34% |
David Vollmer PFS Partners, LLC | 600 | $35,184 | $46,794 | $11,610 | 33% |
Donald Hatcher Solutions 4 Wealth, Ltd | 21,030 | $1.24M | $1.61M | $370,168.83 | 29.86% |
Rob C. Alston Jr Quadcap Wealth Management, LLC | 42,826 | $2.93M | $3.34M | $409,413.82 | 13.97% |
Marion Hebert CENTRAL VALLEY ADVISORS, LLC | 2,376 | $203,528 | $189,723.6 | -$13,804.4 | -6.78% |
Focus Financial Network Inc. Focus Financial Network, Inc. | 5,073 | $429,573.79 | $386,055.3 | -$43,518.49 | -10.13% |
Nicholas Holmes Objectivity Squared, LLC | 9,715 | $557,130.42 | $743,197.5 | $186,067.08 | 33.4% |
Kelly Richert Clayton Financial Group LLC | 249 | $20,018 | $19,567.66 | -$450.34 | -2.25% |
Dana Zucker Gray Foundation | 205,000 | $11.75M | $15.45M | $3.7M | 31.52% |
| RJ Rebecca Judd Pathstone Holdings, LLC | 5,123 | $353,195.03 | $396,007.9 | $42,812.87 | 12.12% |
| LMR Lynsey M. Richter GR FINANCIAL GROUP, LLC | 2,563 | $219,547 | $197,376.63 | -$22,170.37 | -10.1% |
Accordant Advisory Group Inc. Accordant Advisory Group Inc | 75 | $5,133 | $5,988.75 | $855.75 | 16.67% |
Nicholas Jeffries M3 Advisory Group, LLC | 4,101 | $250,424.68 | $319,836.99 | $69,412.31 | 27.72% |
| JEN Jay Eliot Newby Hancock Prospecting Pty Ltd | 21,793 | $1.23M | $1.67M | $445,993.92 | 36.38% |