| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Jennifer Henry Continuum Wealth Advisors LLC | 1,214 | $450,912.98 | $503,081.59 | $52,168.61 | 11.57% |
Leigha Shepard Midwest Financial Group LLC | 985 | $461,075.51 | $408,183.99 | -$52,891.52 | -11.47% |
Nicholas Brown Granite Harbor Advisors Inc. | 2,498 | $1.03M | $1.04M | $7,078.15 | 0.69% |
Johnathan Kasting DDFG Inc. | 1,238 | $654,268.46 | $513,027.19 | -$141,241.27 | -21.59% |
David Greenleigh LUTS & GREENLEIGH GROUP Inc. | 782 | $325,023 | $318,320.92 | -$6,702.08 | -2.06% |
| VIM Vinva Investment Management Ltd. Vinva Investment Management Ltd. | 177,535 | $76.49M | $71.32M | -$5.17M | -6.76% |
Beth Zilka Baron Wealth Management LLC | 1,957 | $796,740.59 | $810,980.78 | $14,240.19 | 1.79% |
Pavin White 25 LLC | 564 | $234,415 | $233,721.59 | -$693.41 | -0.3% |
Lison Couture iA Global Asset Management Inc. | 296,979 | $112.31M | $123.07M | $10.76M | 9.58% |
| WRP Werba Rubin Papier Wealth Management Werba Rubin Papier Wealth Management | 1,585 | $682,194.47 | $656,823.98 | -$25,370.49 | -3.72% |
Andrew Brady Brady Family Wealth LLC | 1,697 | $894,079.52 | $703,236.78 | -$190,842.74 | -21.35% |
Gregg Zeoli Empire Financial Management Company LLC | 490 | $203,937 | $196,847.7 | -$7,089.3 | -3.48% |
Ann Reilley Alpha Financial Advisors LLC | 1,418 | $442,373.33 | $565,867.08 | $123,493.75 | 27.92% |
Amber Anderson Aspen Wealth Strategies LLC | 1,457 | $755,889.63 | $593,086.42 | -$162,803.21 | -21.54% |
| PIL PFG Investments LLC PFG Investments LLC | 10,130 | $4.17M | $4.2M | $24,230.52 | 0.58% |
| JC Jared Calvert Buck Wealth Strategies LLC | 47,578 | $18.22M | $19.72M | $1.5M | 8.21% |
Eric J. Kemnitz Polymer Capital Management USS) LLC | 585 | $202,000.71 | $235,012.06 | $33,011.35 | 16.34% |
| AW Ariel Weisbard Values Added Financial LLC | 1,254 | $563,390.86 | $519,657.59 | -$43,733.27 | -7.76% |
Michael Yoder Yoder Wealth Management Inc. | 485 | $201,581 | $200,984 | -$597 | -0.3% |
Andy Warning Resolute Wealth Strategies LLC | 1,658 | $784,935.2 | $672,468.22 | -$112,466.98 | -14.33% |