| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Jim Clark Worth Asset Management LLC | 1,291 | $240,190.55 | $238,396.06 | -$1,794.49 | -0.75% |
Daniel Ronan Catalyst Financial Partners LLC | 2,610 | $534,485.88 | $481,962.6 | -$52,523.28 | -9.83% |
Amanda Hawley Atria Wealth Solutions Inc. | 16,941 | $2.35M | $3.2M | $844,020.38 | 35.87% |
Craig Johnsen Fortitude Advisory Group LLC | 1,656 | $329,593.68 | $312,536.88 | -$17,056.8 | -5.18% |
Jeffrey Gilbert Balboa Wealth Partners | 12,957 | $1.88M | $2.39M | $511,585.1 | 27.2% |
Edward Lowndes Angeles Wealth Management LLC | 2,691 | $490,844.57 | $496,920.06 | $6,075.49 | 1.24% |
Kevin Zemann WealthPlan Investment Management LLC | 3,359 | $728,225.87 | $633,944.07 | -$94,281.8 | -12.95% |
Vito Collacuro Sutton Place Investors LLC | 1,384 | $299,594.48 | $255,569.44 | -$44,025.04 | -14.69% |
| WIM Warwick Investment Management Inc. Warwick Investment Management Inc. | 1,303 | $274,488.3 | $240,611.98 | -$33,876.32 | -12.34% |
David W. Chenet Presidio Capital Management LLC | 1,441 | $281,415.42 | $269,625.51 | -$11,789.91 | -4.19% |
Joseph Wallace Wallace Advisory Group LLC | 2,601 | $489,346.72 | $480,300.66 | -$9,046.06 | -1.85% |
Leonid Berline ARMSTRONG ADVISORY GROUP Inc. | 830 | $154,182.72 | $155,259.8 | $1,077.08 | 0.7% |
Arpan Shah XY Capital Ltd. | 225 | $48,443.93 | $42,021 | -$6,422.93 | -13.26% |
Brad Saenz Coastwise Capital Group LLC | 7,334 | $1.36M | $1.35M | -$7,419.9 | -0.54% |
Rosemarie Ranzie Stage Harbor Financial LLC | 1,251 | $224,416.67 | $233,586.72 | $9,170.05 | 4.09% |
Nadine Hofstetter Northwest Bank & Trust Co. | 3,626 | $737,232.72 | $669,577.16 | -$67,655.56 | -9.18% |
John Ritter Ritter Daniher Financial Advisory LLC / DE | 1,025 | $221,225.75 | $189,276.5 | -$31,949.25 | -14.44% |
William Cantus Pacific Sage Partners LLC | 8,607 | $1.64M | $1.59M | -$47,288.21 | -2.89% |
| BFG Bleakley Financial Group LLC Bleakley Financial Group LLC | 24,411 | $4.87M | $4.56M | -$318,454.28 | -6.53% |
CJ Harrison DecisionPoint Financial LLC | 399 | $83,978.54 | $75,303.27 | -$8,675.27 | -10.33% |