| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Amanda Hawley Atria Wealth Solutions Inc. | 2,741 | $328,191.63 | $399,670.69 | $71,479.06 | 21.78% |
Jeffrey Gilbert Balboa Wealth Partners | 2,410 | $441,150.5 | $353,354.2 | -$87,796.3 | -19.9% |
Leonid Berline ARMSTRONG ADVISORY GROUP Inc. | 47 | $14,800 | $7,077.89 | -$7,722.11 | -52.18% |
| BFG Bleakley Financial Group LLC Bleakley Financial Group LLC | 10,378 | $1.9M | $1.51M | -$386,456.06 | -20.34% |
Mariana Coli Dunhill Financial LLC | 1 | $247 | $145.81 | -$101.19 | -40.97% |
| LWM Lodestone Wealth Management LLC Lodestone Wealth Management LLC | 297 | $66,310.75 | $43,171.92 | -$23,138.83 | -34.89% |
Lukas Lindgren Abound Wealth Management | 8 | $747.57 | $1,124.06 | $376.49 | 50.36% |
| DP Drew Phillips Fortitude Family Office LLC | 8 | $2,193.75 | $1,172.16 | -$1,021.59 | -46.57% |
Brian Dechow SWAN Capital LLC | 8 | $1,817 | $1,166.5 | -$650.5 | -35.8% |
Bert D. Barre Colonial Trust Co. / SC | 150 | $18,906 | $21,978 | $3,072 | 16.25% |
Belena Vincetti Fortis Capital Advisors LLC | 5,125 | $938,131 | $750,915 | -$187,216 | -19.96% |
| SO Sue Oleari Trifecta Capital Advisors LLC | 20 | $6,298 | $2,930.4 | -$3,367.6 | -53.47% |
| AAL Avraham A. Levitan Glass Jacobson Investment Advisors LLC | 300 | $25,698 | $44,244 | $18,546 | 72.17% |
Ashley Buboltz Moran Wealth Management LLC | 22,824 | $4.18M | $3.41M | -$770,538.04 | -18.44% |
| DS David Smith Linden Thomas Advisory Services LLC | 1,480 | $274,971.34 | $209,005.6 | -$65,965.74 | -23.99% |
| PIL PFG Investments LLC PFG Investments LLC | 1,309 | $296,745.78 | $193,300.03 | -$103,445.75 | -34.86% |
Alexandra Stickelman Root Financial Partners, LLC | 103 | $32,170.1 | $15,210.01 | -$16,960.09 | -52.72% |
Jorge Paganin Abacus Wealth Partners, LLC | 1,187 | $271,118.52 | $175,284.29 | -$95,834.23 | -35.35% |
Staci Compagno Portside Wealth Group, LLC | 2,016 | $326,025.74 | $294,456.96 | -$31,568.78 | -9.68% |
Courtney Holt Compound Planning, Inc. | 3,234 | $794,844.53 | $477,564.78 | -$317,279.75 | -39.92% |