| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Andrew Hass RF&L Wealth Management LLC | 4,852 | $423,058 | $433,865.84 | $10,807.84 | 2.55% |
Jeffrey Steele Silverlake Wealth Management LLC | 10,839 | $757,698.75 | $983,801.83 | $226,103.08 | 29.84% |
Kevin Kroskey True Wealth Design LLC | 205 | $19,620.63 | $18,281.9 | -$1,338.73 | -6.82% |
Jill Batley Gateway Wealth Partners LLC | 19,206 | $1.85M | $1.74M | -$112,181.79 | -6.05% |
David Kronour Kapstone Financial Advisors LLC | 5,415 | $371,555.45 | $487,945.65 | $116,390.2 | 31.33% |
Vincent Incerto LaSalle St. Investment Advisors LLC | 4,087 | $376,767.88 | $370,956.55 | -$5,811.33 | -1.54% |
Brett Carleton Heritage Wealth Management Inc./Texas | 2,100 | $202,692 | $191,436 | -$11,256 | -5.55% |
Courtney Gooding Bush Investment Group LLC | 15,612 | $1.2M | $1.42M | $217,451.24 | 18.08% |
Petros Toseland Portman Square Capital LLP | 66,734 | $5.95M | $5.95M | $5,253.02 | 0.09% |
David Greenleigh LUTS & GREENLEIGH GROUP Inc. | 3,170 | $250,869.14 | $282,668.9 | $31,799.76 | 12.68% |
| VIM Vinva Investment Management Ltd. Vinva Investment Management Ltd. | 262,779 | $24.47M | $23.82M | -$659,070.54 | -2.69% |
Beth Zilka Baron Wealth Management LLC | 2,713 | $251,874.52 | $246,286.14 | -$5,588.38 | -2.22% |
Lison Couture iA Global Asset Management Inc. | 186,800 | $14.84M | $16.93M | $2.1M | 14.13% |
Andrew Brady Brady Family Wealth LLC | 14,186 | $1.2M | $1.26M | $59,963.39 | 4.98% |
| PIL PFG Investments LLC PFG Investments LLC | 23,961 | $1.73M | $2.14M | $408,638.54 | 23.61% |
| JC Jared Calvert Buck Wealth Strategies LLC | 1,306 | $124,967 | $116,638.86 | -$8,328.14 | -6.66% |
Andy Warning Resolute Wealth Strategies LLC | 4,489 | $408,884.2 | $403,695.77 | -$5,188.43 | -1.27% |
Jacob Going Alpine Bank Wealth Management | 2,010 | $181,628.64 | $183,271.8 | $1,643.16 | 0.9% |
| PVI Pine Valley Investments Ltd. Liability Co. Pine Valley Investments Ltd. Liability Co. | 10,537 | $753,661.47 | $955,495.16 | $201,833.69 | 26.78% |
| AW ARIN WESNITZER Pinnacle West Asset Management, Inc. | 5,125 | $356,694.45 | $457,252.5 | $100,558.05 | 28.19% |