| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Stephen Smith Kestra Investment Management LLC | 3,639 | $256,294.07 | $275,763.42 | $19,469.35 | 7.6% |
Sue Oleari Trifecta Capital Advisors LLC | 1 | $81 | $75.78 | -$5.22 | -6.44% |
Bree Pate Olisti Co. Wealth LLC | 71 | $5,243.93 | $5,388.19 | $144.26 | 2.75% |
| FCP Fidelis Capital Partners LLC Fidelis Capital Partners LLC | 8,793 | $673,578.22 | $666,597.33 | -$6,980.89 | -1.04% |
Hui Fai Tam Caitong International Asset Management Co. Ltd. | 10,273 | $824,857.6 | $771,707.76 | -$53,149.84 | -6.44% |
Dean Pelos Commonwealth Retirement Investments LLC | 309 | $24,813 | $23,436.1 | -$1,376.9 | -5.55% |
Bepin Serraj Richard W. Paul & Associates LLC | 123 | $7,583.88 | $9,336.31 | $1,752.43 | 23.11% |
Justin Halverson Great Waters Wealth Management | 10,112 | $691,752.18 | $765,175.04 | $73,422.86 | 10.61% |
Kelly Christopher Significant Wealth Partners LLC | 2,887 | $210,600.77 | $216,871.44 | $6,270.67 | 2.98% |
Michael Radoff LGT Financial Advisors LLC | 87 | $5,207.25 | $6,605.04 | $1,397.79 | 26.84% |
Scott Highmark Mosaic Family Wealth Partners LLC | 10,895 | $766,226.52 | $826,276.8 | $60,050.28 | 7.84% |
Andrew T. Gardener Tanglewood Legacy Advisors LLC | 410 | $28,745 | $31,123.1 | $2,378.1 | 8.27% |
| CAD Chelsea A. Delgado Main Street Group Ltd. | 295 | $23,435 | $22,223.82 | -$1,211.18 | -5.17% |
Paul B. Ordonio Park Place Capital Corp. | 2,367 | $142,581.4 | $178,116.75 | $35,535.35 | 24.92% |
Kevin Kroskey True Wealth Design LLC | 976 | $65,635.25 | $73,317.12 | $7,681.87 | 11.7% |
| TC Tyson Cannizzaro Ausbil Investment Management Ltd. | 94,283 | $7.51M | $7.11M | -$406,359.63 | -5.41% |
Lison Couture iA Global Asset Management Inc. | 72,848 | $4.68M | $5.52M | $839,917.61 | 17.95% |
Amber Anderson Aspen Wealth Strategies LLC | 13,955 | $876,149.34 | $1.05M | $174,243.51 | 19.89% |
| PIL PFG Investments LLC PFG Investments LLC | 2,522 | $202,536 | $189,603.96 | -$12,932.04 | -6.39% |
| JC Jared Calvert Buck Wealth Strategies LLC | 542 | $43,523 | $40,755.69 | -$2,767.31 | -6.36% |