| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| BZ Brandon Zatopek Commonwealth Equity Services LLC | 18,864 | $67,910.4 | $76,965.12 | $9,054.72 | 13.33% |
| ABB Alexander Bjornager Bonde Danske Bank A/S | 3 | $14.6 | $12.57 | -$2.03 | -13.9% |
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 1,148 | $4,143.72 | $4,683.84 | $540.12 | 13.03% |
| LW Landry Watson AVANTAX ADVISORY SERVICES Inc. | 12,922 | $134,392.83 | $54,530.84 | -$79,861.99 | -59.42% |
Jeff Ameen Spire Wealth Management | 5,165 | $31,474.4 | $21,796.3 | -$9,678.1 | -30.75% |
Penny A. Phillips Journey Strategic Wealth LLC | 10,826 | $112,915.18 | $44,982.03 | -$67,933.15 | -60.16% |
Daniel Guy Ethos Financial Group LLC | 90,521 | $561,229.82 | $377,019.96 | -$184,209.86 | -32.82% |
Hui Fai Tam Caitong International Asset Management Co. Ltd. | 1,609 | $5,792.4 | $6,789.98 | $997.58 | 17.22% |
Kelly Christopher Significant Wealth Partners LLC | 14,417 | $52,012.4 | $61,128.08 | $9,115.68 | 17.53% |
Courtney Holt Compound Planning, Inc. | 28,522 | $219,673.34 | $119,079.35 | -$100,593.99 | -45.79% |
Kevin Bresler TD Waterhouse Canada Inc. | 215 | $2,242.45 | $907.3 | -$1,335.15 | -59.54% |
United Advisor Group LLC United Advisor Group, LLC | 89,738 | $921,007.33 | $373,758.77 | -$547,248.56 | -59.42% |
Dane Crunk EIGHT 31 FINANCIAL, LLC | 20,829 | $149,357.35 | $87,377.65 | -$61,979.7 | -41.5% |
| RJ Rebecca Judd Pathstone Holdings, LLC | 25,206 | $90,741.6 | $106,369.32 | $15,627.72 | 17.22% |
| NCG Noah C Goldberg Jain Global LLC | 15,900 | $57,240 | $67,098 | $9,858 | 17.22% |
Lia Bertelson Mallini Complete Financial Planning LLC | 26,003 | $211,546.91 | $108,952.57 | -$102,594.34 | -48.5% |
| VWA VSM Wealth Advisory LLC VSM Wealth Advisory LLC | 7,350 | $54,172.48 | $30,576 | -$23,596.48 | -43.56% |
| ASB Albert Sidney Browning Integras Partners LLC | 12,500 | $45,000 | $52,250 | $7,250 | 16.11% |
| JCB John Ciaran Burns Universal-Beteiligungs- und Servicegesellschaft mbH | 51,900 | $415,719 | $219,018 | -$196,701 | -47.32% |
Molly Wheeler Burk Holdings LLC | 1,844 | $6,657 | $7,680.26 | $1,023.26 | 15.37% |