| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Crystal Karstens PETRA FINANCIAL ADVISORS Inc. | 1,637 | $792,046 | $556,285.34 | -$235,760.66 | -29.77% |
Ann Reilley Alpha Financial Advisors LLC | 18 | $8,709 | $6,053.94 | -$2,655.06 | -30.49% |
Dana Isaacs ClearAlpha Technologies LP | 4,363 | $2.11M | $1.47M | -$644,240.66 | -30.52% |
Amber Anderson Aspen Wealth Strategies LLC | 1,547 | $218,633.08 | $520,015.7 | $301,382.62 | 137.85% |
| PIL PFG Investments LLC PFG Investments LLC | 1,039 | $201,069.98 | $350,413.14 | $149,343.16 | 74.27% |
| JC Jared Calvert Buck Wealth Strategies LLC | 29 | $14,031 | $9,746.61 | -$4,284.39 | -30.54% |
Eric J. Kemnitz Polymer Capital Management USS) LLC | 745 | $66,990.4 | $249,697.92 | $182,707.52 | 272.74% |
Michael Yoder Yoder Wealth Management Inc. | 845 | $250,509 | $283,472.15 | $32,963.15 | 13.16% |
| OIS OneAscent Investment Solutions LLC OneAscent Investment Solutions LLC | 953 | $282,526.38 | $318,826.15 | $36,299.77 | 12.85% |
Jacob Going Alpine Bank Wealth Management | 52 | $20,847 | $16,900 | -$3,947 | -18.93% |
Scott Boyce Decker Retirement Planning Inc. | 22 | $10,644 | $7,346.9 | -$3,297.1 | -30.98% |
| DD Damir Durkovic Entropy Technologies, LP | 19,431 | $4.6M | $6.6M | $2M | 43.45% |
Andrew Kirchner ELEVATION WEALTH PARTNERS, LLC | 38 | $18,386.11 | $13,052.05 | -$5,334.06 | -29.01% |
Brett Pohl Invera Wealth Advisors, LLC | 800 | $237,168 | $271,896 | $34,728 | 14.64% |
Alexandra Stickelman Root Financial Partners, LLC | 1,009 | $291,952.46 | $337,692.12 | $45,739.66 | 15.67% |
Benjamin J. Jones National Wealth Management Group, LLC | 3,219 | $623,073.37 | $1.08M | $454,470.78 | 72.94% |
Staci Compagno Portside Wealth Group, LLC | 1,528 | $568,792.31 | $509,992.92 | -$58,799.39 | -10.34% |
Courtney Holt Compound Planning, Inc. | 2,556 | $408,218.58 | $858,739.32 | $450,520.74 | 110.36% |
Nemes Rush Group LLC Nemes Rush Group LLC | 7 | $1,355 | $2,360.47 | $1,005.47 | 74.2% |
Ian Wang Plato Investment Management Ltd | 6,038 | $1.63M | $2.02M | $384,953.7 | 23.61% |