| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Mark Mowrey Signature Resources Capital Management LLC | 250 | $7,922 | $8,777.77 | $855.77 | 10.8% |
Lukas Lindgren Abound Wealth Management | 797 | $32,450 | $28,008.57 | -$4,441.43 | -13.69% |
Gary Dempsey Leslie Global Wealth LLC | 9,667 | $264,102 | $338,827.38 | $74,725.38 | 28.29% |
Helen Semus Semus Wealth Partners LLC | 5,227 | $147,676.19 | $183,689.85 | $36,013.66 | 24.39% |
David Stevens Stevens Capital Partners | 56,038 | $2.28M | $1.97M | -$313,268.06 | -13.73% |
| PIL PFG Investments LLC PFG Investments LLC | 17,064 | $509,637.2 | $598,582.94 | $88,945.74 | 17.45% |
Courtney Holt Compound Planning, Inc. | 17,202 | $678,996.29 | $602,586.04 | -$76,410.25 | -11.25% |
Nemes Rush Group LLC Nemes Rush Group LLC | 2,000 | $79,280 | $69,850 | -$9,430 | -11.89% |
John Shanley Aspect Partners, LLC | 100 | $3,088 | $3,521 | $433 | 14.02% |
John Hayes LongView Wealth Management | 67,338 | $1.85M | $2.37M | $525,387.43 | 28.42% |
Christopher C. Powers Farther Finance Advisors, LLC | 12,816 | $471,406.74 | $453,942.72 | -$17,464.02 | -3.7% |
Jae Cho Marex Group plc | 11,000 | $447,920 | $384,692 | -$63,228 | -14.12% |
Kristy DeJarnette Financial Security Advisor, Inc. | 12,500 | $372,575 | $439,125 | $66,550 | 17.86% |
Kevin Bresler TD Waterhouse Canada Inc. | 1,000 | $39,509 | $35,050 | -$4,459 | -11.29% |
Courtney Haddad Concurrent Investment Advisors, LLC | 5,677 | $222,993.72 | $198,978.85 | -$24,014.87 | -10.77% |
Ann Keitner Quantum Portfolio Management LLC | 13,026 | $511,661.28 | $457,733.64 | -$53,927.64 | -10.54% |
Focus Financial Network Inc. Focus Financial Network, Inc. | 17,020 | $547,000.15 | $596,721.2 | $49,721.05 | 9.09% |
Adam Hill Bey-Douglas LLC | 10,239 | $405,105.25 | $357,033.93 | -$48,071.32 | -11.87% |
| JS Jeremy Schletz Edge Financial Advisors LLC | 29,700 | $1.14M | $1.04M | -$91,791.12 | -8.09% |
David Novak Novak & Powell Financial Services, Inc. | 8,338 | $230,265.27 | $293,747.74 | $63,482.47 | 27.57% |