| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| HAS Hayley A. Snell LRI Investments, LLC | 2,158 | $201,124.36 | $203,197.28 | $2,072.92 | 1.03% |
David Millar Gen-Wealth Partners Inc | 518 | $34,053.48 | $47,562.76 | $13,509.28 | 39.67% |
| NI NCP Inc. NCP Inc. | 400 | $38,099.34 | $37,596 | -$503.34 | -1.32% |
Michael Dziura Westfuller Advisors, LLC | 605 | $57,747.91 | $55,496.65 | -$2,251.26 | -3.9% |
| AFL Abound Financial LLC ABOUND FINANCIAL, LLC | 1,173 | $117,194.69 | $108,256.17 | -$8,938.52 | -7.63% |
Winfried Buchbauer Erste Asset Management GmbH | 9,805 | $886,162.77 | $903,138.55 | $16,975.78 | 1.92% |
| NCG Noah C Goldberg Jain Global LLC | 239,497 | $23.93M | $22.55M | -$1.38M | -5.76% |
| KDZ Kent D. Zahner KEYNOTE FINANCIAL SERVICES LLC | 2,913 | $268,783 | $272,015.94 | $3,232.94 | 1.2% |
Mark R. Satkoski Midwest Capital Advisors, LLC | 1 | $93 | $92.94 | -$0.06 | -0.06% |
Bruce Barton Parkworth Wealth Management, Inc. | 39 | $3,351.23 | $3,661.32 | $310.09 | 9.25% |
Hager Investment Management Services LLC HAGER INVESTMENT MANAGEMENT SERVICES, LLC | 30,840 | $2.35M | $2.84M | $491,950.94 | 20.93% |
Brandon Smith FLYWHEEL PRIVATE WEALTH LLC | 3,425 | $321,198.03 | $322,943.25 | $1,745.22 | 0.54% |
Argentarii LLC Argentarii, LLC | 6,137 | $570,291.6 | $570,372.78 | $81.18 | 0.01% |
| DWM Diversify Wealth Management LLC DIVERSIFY WEALTH MANAGEMENT, LLC | 37,110 | $3.35M | $3.5M | $147,667.77 | 4.41% |
Kings Path Partners LLC Kings Path Partners LLC | 167 | $15,409 | $15,389.05 | -$19.95 | -0.13% |
Neisy Arnez Drucker Wealth 3.0, LLC | 9,924 | $724,713.55 | $915,885.96 | $191,172.41 | 26.38% |
Carmen McClennon WR Wealth Planners, LLC | 929 | $67,326.98 | $87,326 | $19,999.02 | 29.7% |
Nathan Edwards IMG Wealth Management, Inc. | 91 | $8,712.25 | $8,382.01 | -$330.24 | -3.79% |
David A Rozenson Fairscale Capital, LLC | 544 | $49,634.56 | $50,016.18 | $381.62 | 0.77% |
| DMR Donna M Ryberg Smith Thornton Advisors LLC | 5,772 | $451,795.45 | $530,793.12 | $78,997.67 | 17.49% |