| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| MV Moises Valladares Insigneo Advisory Services LLC | 21,994 | $480,982.5 | $466,681.89 | -$14,300.61 | -2.97% |
John Canning Mi LLCreek Capital Advisors LLC | 99,290 | $1.75M | $2.11M | $357,977.6 | 20.47% |
| PBO Paul B. Ordonio Park Place Capital Corp. | 8,238 | $128,283.04 | $175,222.26 | $46,939.22 | 36.59% |
Kevin Kroskey True Wealth Design LLC | 2,034 | $49,061.23 | $42,124.14 | -$6,937.09 | -14.14% |
Jill Batley Gateway Wealth Partners LLC | 18,999 | $393,290 | $404,108.73 | $10,818.73 | 2.75% |
| WPA Wealth Preservation Advisors LLC Wealth Preservation Advisors LLC | 4,500 | $117,135 | $95,467.5 | -$21,667.5 | -18.5% |
| PIL PFG Investments LLC PFG Investments LLC | 11,277 | $308,525.57 | $238,903.24 | -$69,622.33 | -22.57% |
| FGI Foresight Global Investors Inc. Foresight Global Investors Inc. | 407,011 | $7M | $8.63M | $1.63M | 23.27% |
| DD Damir Durkovic Entropy Technologies, LP | 92,987 | $1.92M | $1.97M | $45,098.59 | 2.34% |
Andrew Kirchner ELEVATION WEALTH PARTNERS, LLC | 560 | $11,234 | $11,863.6 | $629.6 | 5.6% |
Alexandra Stickelman Root Financial Partners, LLC | 1,406 | $36,038.34 | $29,786.11 | -$6,252.23 | -17.35% |
Jorge Paganin Abacus Wealth Partners, LLC | 38,458 | $984,513.97 | $814,732.73 | -$169,781.24 | -17.25% |
Staci Compagno Portside Wealth Group, LLC | 34,054 | $866,257.25 | $721,944.8 | -$144,312.45 | -16.66% |
Courtney Holt Compound Planning, Inc. | 98,177 | $2.13M | $2.08M | -$47,435.65 | -2.23% |
Nemes Rush Group LLC Nemes Rush Group LLC | 165 | $4,223.81 | $3,495.52 | -$728.29 | -17.24% |
Jane Bortnem Cherry Tree Wealth Management, LLC | 825 | $15,679.4 | $17,469.37 | $1,789.97 | 11.42% |
Rajiv Shah KINGSWOOD WEALTH ADVISORS, LLC | 11,177 | $286,140.08 | $236,672.97 | -$49,467.11 | -17.29% |
Norden Group LLC NORDEN GROUP LLC | 25,549 | $499,317.56 | $541,000.07 | $41,682.51 | 8.35% |
Peter Sigismondi Ramirez Asset Management, Inc. | 339,615 | $7.02M | $7.19M | $172,262.61 | 2.45% |
Christopher C. Powers Farther Finance Advisors, LLC | 50,484 | $1.14M | $1.07M | -$75,676.94 | -6.63% |