| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Mark Mowrey Signature Resources Capital Management LLC | 250 | $7,922 | $9,615 | $1,693 | 21.37% |
Lukas Lindgren Abound Wealth Management | 797 | $32,450 | $30,652.62 | -$1,797.38 | -5.54% |
Gary Dempsey Leslie Global Wealth LLC | 9,667 | $264,102 | $371,792.82 | $107,690.82 | 40.78% |
Helen Semus Semus Wealth Partners LLC | 5,227 | $147,676.19 | $205,107.48 | $57,431.29 | 38.89% |
David Stevens Stevens Capital Partners | 56,038 | $2.28M | $2.2M | -$82,951.88 | -3.64% |
| PIL PFG Investments LLC PFG Investments LLC | 17,064 | $509,637.2 | $656,281.44 | $146,644.24 | 28.77% |
Courtney Holt Compound Planning, Inc. | 17,343 | $684,622.76 | $667,011.78 | -$17,610.98 | -2.57% |
Nemes Rush Group LLC Nemes Rush Group LLC | 2,000 | $79,280 | $80,680 | $1,400 | 1.77% |
John Shanley Aspect Partners, LLC | 100 | $3,088 | $3,846 | $758 | 24.55% |
John Hayes LongView Wealth Management | 67,338 | $1.85M | $2.59M | $740,869.03 | 40.07% |
Christopher C. Powers Farther Finance Advisors, LLC | 13,979 | $513,948.09 | $537,632.34 | $23,684.25 | 4.61% |
Jae Cho Marex Group plc | 11,000 | $447,920 | $443,740 | -$4,180 | -0.93% |
Kristy DeJarnette Financial Security Advisor, Inc. | 12,500 | $372,575 | $486,875 | $114,300 | 30.68% |
Kevin Bresler TD Waterhouse Canada Inc. | 1,000 | $39,509 | $38,460 | -$1,049 | -2.66% |
Courtney Haddad Concurrent Investment Advisors, LLC | 5,676 | $222,953 | $218,298.96 | -$4,654.04 | -2.09% |
Ann Keitner Quantum Portfolio Management LLC | 13,026 | $511,661.28 | $525,468.84 | $13,807.56 | 2.7% |
Focus Financial Network Inc. Focus Financial Network, Inc. | 15,321 | $488,640.7 | $589,245.66 | $100,604.96 | 20.59% |
Adam Hill Bey-Douglas LLC | 10,239 | $405,105.25 | $393,791.94 | -$11,313.31 | -2.79% |
| JS Jeremy Schletz Edge Financial Advisors LLC | 29,700 | $1.14M | $1.14M | $7,109.88 | 0.63% |
David Novak Novak & Powell Financial Services, Inc. | 8,338 | $230,265.27 | $324,765.1 | $94,499.83 | 41.04% |