| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Chandler te Velde Maia Wealth LLC | 1,795 | $262,109.53 | $284,848.55 | $22,739.02 | 8.68% |
Focus Financial Network Inc. Focus Financial Network, Inc. | 2,586 | $500,078.57 | $410,682.66 | -$89,395.91 | -17.88% |
Matthew Cochran Atlantic Edge Private Wealth Management, LLC | 65 | $12,460.04 | $10,317.29 | -$2,142.75 | -17.2% |
Jessica Riley Hale GC Wealth Management RIA, LLC | 2,401 | $359,205.26 | $383,991.93 | $24,786.67 | 6.9% |
Kelly Richert Clayton Financial Group LLC | 18 | $2,746.85 | $2,857.09 | $110.24 | 4.01% |
Alan Gilmore Private Wealth Management Group, LLC | 35 | $6,075.95 | $5,558.35 | -$517.6 | -8.52% |
| RJ Rebecca Judd Pathstone Holdings, LLC | 30,146 | $5.42M | $4.78M | -$645,698.69 | -11.9% |
Angela Mari Abich Financial Wealth Management LLC | 129.74 | $19,101.04 | $20,602.05 | $1,501.01 | 7.86% |
| AIM Advyzon Investment Management LLC Advyzon Investment Management, LLC | 2,966 | $457,690.85 | $471,030.46 | $13,339.61 | 2.91% |
DONNALEE GUERIN FOSTER DYKEMA CABOT & PARTNERS, LLC | 91 | $17,444.15 | $14,451.71 | -$2,992.44 | -17.15% |
Kevin Kuhn Kuhn & Co Investment Counsel | 1,328 | $236,858.1 | $210,899.68 | -$25,958.42 | -10.96% |
Ruth Thortvedt Financial Network Wealth Advisors LLC | 128 | $20,609.44 | $20,320.64 | -$288.8 | -1.4% |
Brandon Hobson Silver Coast Investments LLC | 1,354 | $183,354.62 | $215,028.74 | $31,674.12 | 17.27% |
Gintare Zubrute PROATHLETE WEALTH MANAGEMENT LLC | 19 | $2,898.58 | $3,017.39 | $118.81 | 4.1% |
| CI CacheTech Inc. CacheTech Inc. | 1,357 | $213,361 | $215,505.17 | $2,144.17 | 1% |
Joshua Bailey MUIRFIELD WEALTH ADVISORS LLC | 1,357 | $213,374 | $215,430.53 | $2,056.53 | 0.96% |
Joseph C. Capezza, Jr Cove Private Wealth, LLC | 3,350 | $592,221.91 | $531,829.25 | -$60,392.66 | -10.2% |
Jeffrey Liguori NAPATREE CAPITAL LLC | 1,263.1 | $227,457.06 | $200,522.81 | -$26,934.25 | -11.84% |
Donald O. Dempster DLK Investment Management, LLC | 24,771 | $4.56M | $3.91M | -$655,370.25 | -14.36% |
| WL Wealthcollab LLC WealthCollab, LLC | 21 | $3,204.41 | $3,329.13 | $124.72 | 3.89% |