| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Thomas J. Suttner McGlone Suttner Wealth Management Inc. | 11,582 | $1.04M | $1.23M | $182,327.78 | 17.47% |
Jesse Haller Compass Financial Group Inc./SD | 2,938 | $275,000 | $311,633.66 | $36,633.66 | 13.32% |
Moises Valladares Insigneo Advisory Services LLC | 1,743 | $203,477 | $185,350.62 | -$18,126.38 | -8.91% |
Scott Highmark Mosaic Family Wealth Partners LLC | 13,645 | $1.59M | $1.46M | -$136,845.25 | -8.59% |
Andrew Lewis Genesis Private Wealth LLC | 2,192 | $254,089.19 | $232,067.04 | -$22,022.15 | -8.67% |
Andrew T. Gardener Tanglewood Legacy Advisors LLC | 600 | $55,505.35 | $63,522 | $8,016.65 | 14.44% |
Ira Ravitz Beverly Hills Private Wealth LLC | 5,294 | $467,963.54 | $560,475.78 | $92,512.24 | 19.77% |
Paul B. Ordonio Park Place Capital Corp. | 6,125 | $658,158.05 | $652,006.25 | -$6,151.8 | -0.93% |
Kevin Kroskey True Wealth Design LLC | 579 | $64,332.66 | $61,397.16 | -$2,935.5 | -4.56% |
Jill Batley Gateway Wealth Partners LLC | 3,993 | $462,243.49 | $426,073.06 | -$36,170.43 | -7.82% |
Andrew Brady Brady Family Wealth LLC | 1,790 | $207,228.22 | $190,044.3 | -$17,183.92 | -8.29% |
Matthew T. Miler MilWealth Group LLC | 89 | $7,168.99 | $9,463.37 | $2,294.38 | 32% |
| PIL PFG Investments LLC PFG Investments LLC | 8,499 | $711,150.25 | $903,783.66 | $192,633.41 | 27.09% |
| JC Jared Calvert Buck Wealth Strategies LLC | 368 | $42,971 | $39,136.8 | -$3,834.2 | -8.92% |
| OIS OneAscent Investment Solutions LLC OneAscent Investment Solutions LLC | 2,809 | $305,325.19 | $299,860.75 | -$5,464.44 | -1.79% |
Jacob Going Alpine Bank Wealth Management | 214 | $24,989 | $22,844.5 | -$2,144.5 | -8.58% |
| PVI Pine Valley Investments Ltd. Liability Co. Pine Valley Investments Ltd. Liability Co. | 2,291 | $251,625.73 | $244,564.25 | -$7,061.48 | -2.81% |
| AW ARIN WESNITZER Pinnacle West Asset Management, Inc. | 2,520 | $242,649.75 | $267,913.8 | $25,264.05 | 10.41% |
Andrew Kirchner ELEVATION WEALTH PARTNERS, LLC | 371 | $39,572.54 | $39,392.78 | -$179.76 | -0.45% |
Staci Compagno Portside Wealth Group, LLC | 8,499 | $761,649.47 | $907,268.25 | $145,618.78 | 19.12% |