| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Ana-Maria Ignat Covestor Ltd | 16,156 | $410,362.4 | $414,078.28 | $3,715.88 | 0.91% |
Morgan Christen Spinnaker Investment Group LLC | 75,595 | $1.93M | $1.94M | $6,380.49 | 0.33% |
W. Travis McKinney HB Wealth Management LLC | 30,022 | $766,810.84 | $766,161.44 | -$649.4 | -0.08% |
Brian O'Rourke O'ROURKE & COMPANY Inc. | 18,070 | $392,623.09 | $463,766.55 | $71,143.46 | 18.12% |
Michelle McCarthy Vantage Financial Partners LLC | 38,148 | $980,403.6 | $977,172.46 | -$3,231.14 | -0.33% |
William Jollie Quent Capital LLC | 2,351 | $59,430.18 | $60,256.13 | $825.95 | 1.39% |
Timothy R. Guthrie Bullseye Investment Management LLC | 27,409 | $701,396.31 | $704,137.21 | $2,740.9 | 0.39% |
Richard A. Flora Key Client Fiduciary Advisors LLC | 41,853 | $1.06M | $1.07M | $9,719.74 | 0.92% |
Dalila Toledo Ascent Group LLC | 11,873 | $296,350.08 | $304,720.54 | $8,370.46 | 2.82% |
| EM Erin Mccann Simplicity Wealth LLC | 213,483 | $5.47M | $5.45M | -$17,068.68 | -0.31% |
Robert Glass AlphaCentric Advisors LLC | 9,621 | $240,475.44 | $246,971.07 | $6,495.63 | 2.7% |
Amanda Hawley Atria Wealth Solutions Inc. | 60,180 | $1.53M | $1.54M | $10,285.76 | 0.67% |
Craig Johnsen Fortitude Advisory Group LLC | 71,081 | $1.8M | $1.82M | $24,336.06 | 1.35% |
Kevin Zemann WealthPlan Investment Management LLC | 11,310 | $288,717.93 | $290,271.15 | $1,553.22 | 0.54% |
Michael Stulic Astoria Portfolio Advisors LLC | 158,075 | $3.99M | $4.05M | $57,308.06 | 1.43% |
Leonid Berline ARMSTRONG ADVISORY GROUP Inc. | 28,455 | $674,915.87 | $730,297.57 | $55,381.7 | 8.21% |
| BFG Bleakley Financial Group LLC Bleakley Financial Group LLC | 51,441 | $1.31M | $1.32M | $13,631.86 | 1.04% |
CJ Harrison DecisionPoint Financial LLC | 14 | $355.6 | $359.31 | $3.71 | 1.04% |
Rachel Faulk Cape Investment Advisory Inc. | 4,318 | $109,677.2 | $110,821.47 | $1,144.27 | 1.04% |
Mariana Coli Dunhill Financial LLC | 21 | $525.21 | $538.96 | $13.75 | 2.62% |