| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Andrew Brady Brady Family Wealth LLC | 23,172 | $5.89M | $6.78M | $887,855.06 | 15.07% |
| PIL PFG Investments LLC PFG Investments LLC | 5,304 | $1.68M | $1.55M | -$126,861.95 | -7.54% |
| JC Jared Calvert Buck Wealth Strategies LLC | 47 | $14,797 | $13,774.24 | -$1,022.76 | -6.91% |
| AW Ariel Weisbard Values Added Financial LLC | 1,774 | $548,401.14 | $499,611.62 | -$48,789.52 | -8.9% |
Jacqueline Washburn Vawter Financial Ltd. | 1,372 | $507,187.07 | $386,396.36 | -$120,790.71 | -23.82% |
Jacob Going Alpine Bank Wealth Management | 3,258 | $1.18M | $917,517.96 | -$259,466.86 | -22.05% |
| PVI Pine Valley Investments Ltd. Liability Co. Pine Valley Investments Ltd. Liability Co. | 2,284 | $669,209.6 | $643,220.08 | -$25,989.52 | -3.88% |
| CWL Channel Wealth LLC Channel Wealth LLC | 2,193 | $647,054.92 | $619,632.13 | -$27,422.79 | -4.24% |
Scott Boyce Decker Retirement Planning Inc. | 10 | $3,286 | $2,816.2 | -$469.8 | -14.3% |
Jenna Laws Evexia Wealth LLC | 17,651 | $6.38M | $5.16M | -$1.22M | -19.12% |
| AW ARIN WESNITZER Pinnacle West Asset Management, Inc. | 1,010 | $366,522 | $296,071.4 | -$70,450.6 | -19.22% |
David Silver INSTRUMENTAL WEALTH, LLC | 1,649 | $541,846.57 | $483,025.08 | -$58,821.49 | -10.86% |
| MN Mark Neitzel M1 Capital Management LLC | 702 | $253,214.41 | $205,377.12 | -$47,837.29 | -18.89% |
Andrew Kirchner ELEVATION WEALTH PARTNERS, LLC | 5 | $1,536.6 | $1,459.95 | -$76.65 | -4.99% |
Gregory Bosch Strategies Wealth Advisors, LLC | 1,946 | $704,093.26 | $549,842.28 | -$154,250.98 | -21.91% |
Brett Pohl Invera Wealth Advisors, LLC | 1,212 | $381,586.08 | $341,335.56 | -$40,250.52 | -10.55% |
Pierre-Jean FROGNET Quintet Private Bank (Europe) S.A. | 5,783 | $1.87M | $1.63M | -$233,675.27 | -12.51% |
Trivant Custom Portfolio Group LLC Trivant Custom Portfolio Group, LLC | 9,456 | $2.88M | $2.77M | -$110,916.29 | -3.85% |
Staci Compagno Portside Wealth Group, LLC | 712 | $260,423.48 | $200,513.44 | -$59,910.04 | -23% |
Courtney Holt Compound Planning, Inc. | 7,235 | $2.46M | $2.12M | -$342,252.53 | -13.9% |