| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| PIL PFG Investments LLC PFG Investments LLC | 2,880 | $273,679 | $240,969.6 | -$32,709.4 | -11.95% |
Andy Warning Resolute Wealth Strategies LLC | 3,638 | $119,430.14 | $304,391.46 | $184,961.32 | 154.87% |
Ted Fischer FISCHER INVESTMENT STRATEGIES, LLC | 15,688 | $827,701.27 | $1.25M | $419,965.37 | 50.74% |
Rajiv Shah KINGSWOOD WEALTH ADVISORS, LLC | 7,420 | $467,400.36 | $590,112.6 | $122,712.24 | 26.25% |
Christopher C. Powers Farther Finance Advisors, LLC | 5,953 | $394,027.68 | $473,442.09 | $79,414.41 | 20.15% |
Kevin Bresler TD Waterhouse Canada Inc. | 2,355 | $138,551.35 | $187,293.15 | $48,741.8 | 35.18% |
Courtney Haddad Concurrent Investment Advisors, LLC | 4,672 | $294,389.27 | $371,564.16 | $77,174.89 | 26.22% |
Julie Beswick Advantage Trust Co | 37,256 | $1.4M | $2.96M | $1.57M | 112.12% |
Melissa Phillips EAGLE WEALTH STRATEGIES LLC | 2,583 | $136,464.14 | $205,425.99 | $68,961.85 | 50.53% |
| CY Cathy Yasui Central Pacific Bank - Trust Division | 17 | $1,085 | $1,352.01 | $267.01 | 24.61% |
| MA Marie-Andree Alain Federation des caisses Desjardins du Quebec | 8,149 | $281,466.34 | $716,134.12 | $434,667.78 | 154.43% |
Carmen McClennon WR Wealth Planners, LLC | 8 | $347 | $636.24 | $289.24 | 83.35% |
Craig Small Symphony Financial Services, Inc. | 4,988 | $273,077.2 | $396,695.64 | $123,618.44 | 45.27% |
Anubhav Mullick Murphy & Mullick Capital Management Corp | 20 | $953 | $1,664 | $711 | 74.61% |
Bradley Wilson Crews Bank & Trust | 1,250 | $59,563 | $104,031.25 | $44,468.25 | 74.66% |
Camaron Barta BXM Wealth LLC | 2,730 | $259,452 | $227,136 | -$32,316 | -12.46% |
| RPG Retirement Planning Group LLC / NY Retirement Planning Group LLC / NY | 4,024 | $212,299.57 | $334,756.56 | $122,456.99 | 57.68% |
Ameriflex Group Inc. Ameriflex Group Inc. | 500 | $30,840 | $41,587.5 | $10,747.5 | 34.85% |
Kerr Financial Planning Corp Kerr Financial Planning Corp | 602 | $38,813.59 | $50,041.25 | $11,227.66 | 28.93% |