| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| PIL PFG Investments LLC PFG Investments LLC | 7,462 | $504,729.49 | $396,456.06 | -$108,273.43 | -21.45% |
Kelly F. Taylor Whitaker-Myers Wealth Managers Ltd. | 4,537 | $207,711.67 | $242,593.39 | $34,881.72 | 16.79% |
| JG Jacob Going Alpine Bank Wealth Management | 34,000 | $1.11M | $1.82M | $712,640 | 64.47% |
Jorge Paganin Abacus Wealth Partners, LLC | 9,400 | $659,239 | $499,422 | -$159,817 | -24.24% |
Katherine Stoner Empower Advisory Group, LLC | 15,742 | $590,092.74 | $836,372.46 | $246,279.72 | 41.74% |
Nemes Rush Group LLC Nemes Rush Group LLC | 6,707 | $142,591.1 | $356,342.91 | $213,751.81 | 149.91% |
| MRC Martin R. Curiel MYECFO, LLC | 51,457 | $1.27M | $2.73M | $1.47M | 115.64% |
Rajiv Shah KINGSWOOD WEALTH ADVISORS, LLC | 3,078 | $220,416 | $163,703.43 | -$56,712.57 | -25.73% |
Christopher C. Powers Farther Finance Advisors, LLC | 31,713 | $1.19M | $1.69M | $498,102.7 | 41.71% |
Dina Fliss Global View Capital Management LLC | 14,365 | $781,041.76 | $763,499.75 | -$17,542.01 | -2.25% |
NICOLE MARTIN Arlington Trust Co LLC | 7,500 | $223,125 | $398,925 | $175,800 | 78.79% |
Kevin Bresler TD Waterhouse Canada Inc. | 12 | $858 | $636.6 | -$221.4 | -25.8% |
Courtney Haddad Concurrent Investment Advisors, LLC | 21,074 | $692,481.16 | $1.12M | $429,814.71 | 62.07% |
James Rankin Modern Wealth Management, LLC | 18,741 | $911,384.22 | $998,051.95 | $86,667.73 | 9.51% |
Joseph C. Gissy Tactive Advisors, LLC | 23,395 | $1M | $1.24M | $239,606.53 | 23.85% |
David Vollmer PFS Partners, LLC | 372 | $8,333 | $19,810.86 | $11,477.86 | 137.74% |
Ann Keitner Quantum Portfolio Management LLC | 13,475 | $599,367.92 | $717,611.12 | $118,243.2 | 19.73% |
Steven JE Manders BKM Wealth Management, LLC | 4,755 | $216,113.68 | $253,227.52 | $37,113.84 | 17.17% |
| MG Melissa Glennie Capital Management Associates, Inc | 273,022 | $6.53M | $14.49M | $7.96M | 121.89% |
Curtis Burkholder Bare Financial Services, Inc | 362 | $8,243 | $19,198.67 | $10,955.67 | 132.91% |