| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Brian Dechow SWAN Capital LLC | 15 | $562 | $572.22 | $10.22 | 1.82% |
Belena Vincetti Fortis Capital Advisors LLC | 8,171 | $312,104.94 | $311,306.11 | -$798.83 | -0.26% |
| AAL Avraham A. Levitan Glass Jacobson Investment Advisors LLC | 1,203 | $41,784.99 | $46,014.75 | $4,229.76 | 10.12% |
| PIL PFG Investments LLC PFG Investments LLC | 20,789 | $804,644.52 | $795,075.3 | -$9,569.22 | -1.19% |
Christopher C. Powers Farther Finance Advisors, LLC | 9,042 | $358,371.62 | $342,691.8 | -$15,679.82 | -4.38% |
Peter David N Soliman Second Line Capital, LLC | 8,021 | $285,678.64 | $306,642.83 | $20,964.19 | 7.34% |
Ryan Payne Payne Capital Management, LLC | 6,503 | $248,544.55 | $248,609.69 | $65.14 | 0.03% |
Courtney Haddad Concurrent Investment Advisors, LLC | 16,576 | $564,474.24 | $633,617.6 | $69,143.36 | 12.25% |
David Vollmer PFS Partners, LLC | 190 | $6,597.17 | $7,262.75 | $665.58 | 10.09% |
David W. Lewis Lewis Asset Management, LLC | 13,112 | $490,921 | $501,206.2 | $10,285.2 | 2.1% |
Andrew Schiff TRITONPOINT WEALTH, LLC | 14,466 | $477,640.07 | $552,673.53 | $75,033.46 | 15.71% |
Kayla Tweedy JBR Co Financial Management Inc | 17,308 | $650,820.11 | $660,992.52 | $10,172.41 | 1.56% |
| HAS Hayley A. Snell LRI Investments, LLC | 197 | $6,839.91 | $7,489.94 | $650.03 | 9.5% |
Four Tree Island Advisory LLC Four Tree Island Advisory LLC | 207,571 | $7.7M | $7.92M | $223,139.03 | 2.9% |
Lia Bertelson Mallini Complete Financial Planning LLC | 10,357 | $385,112.92 | $395,274.9 | $10,161.98 | 2.64% |
Clare Market Investments LLC Clare Market Investments LLC | 20,000 | $748,800 | $761,600 | $12,800 | 1.71% |
| CW Chung Wu Chung Wu Investment Group LLC | 100 | $3,744 | $3,808 | $64 | 1.71% |
| DT David Tepp Tepp RIA LLC | 5,750 | $215,372.98 | $219,305 | $3,932.02 | 1.83% |
| RFL Rossby Financial LLC Rossby Financial LLC | 300 | $11,292 | $11,410.5 | $118.5 | 1.05% |
| JH Julie Hazzard 10Elms LLP | 15,460 | $573,411.02 | $588,021.1 | $14,610.08 | 2.55% |