| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Timothy J. Landolt Endowment Wealth Management Inc. | 7,483 | $468,660.29 | $419,871.13 | -$48,789.16 | -10.41% |
Craig Kurth PCG Wealth Advisors LLC | 8,627 | $575,020.13 | $484,060.97 | -$90,959.16 | -15.82% |
Nabeed Zaman Eagle Strategies LLC | 48,490 | $2.4M | $2.65M | $250,064.35 | 10.42% |
Jim Clark Worth Asset Management LLC | 5,316 | $332,941.08 | $311,889.72 | -$21,051.36 | -6.32% |
Amanda Hawley Atria Wealth Solutions Inc. | 31,034 | $1.14M | $1.77M | $628,128.28 | 55.21% |
Kevin Zemann WealthPlan Investment Management LLC | 17,788 | $932,221 | $990,613.72 | $58,392.72 | 6.26% |
Leonid Berline ARMSTRONG ADVISORY GROUP Inc. | 143 | $2,162.3 | $8,002.28 | $5,839.98 | 270.08% |
Mariana Coli Dunhill Financial LLC | 100 | $5,689 | $5,690 | $1 | 0.02% |
| SMK Solomon M. Kilgroe Cyndeo Wealth Partners LLC | 5,698 | $327,052.88 | $311,281.74 | -$15,771.14 | -4.82% |
Victoria Latham Fiduciary Alliance LLC | 4,371 | $110,749.39 | $239,661.93 | $128,912.54 | 116.4% |
Ashley Buboltz Moran Wealth Management LLC | 28,928 | $1.64M | $1.59M | -$49,224.29 | -3.01% |
| CAD Chelsea A. Delgado Main Street Group Ltd. | 200 | $9,962 | $10,942 | $980 | 9.84% |
Andrew Kirchner ELEVATION WEALTH PARTNERS, LLC | 41 | $1,513 | $2,330.85 | $817.85 | 54.05% |
Joe-Ben O'Banion TITLEIST ASSET MANAGEMENT, LLC | 5,411 | $281,310.46 | $298,362.54 | $17,052.08 | 6.06% |
Nemes Rush Group LLC Nemes Rush Group LLC | 101 | $4,362 | $5,578.23 | $1,216.23 | 27.88% |
Bradley Harsch Strategic Advocates LLC | 95 | $6,368.79 | $5,278.2 | -$1,090.59 | -17.12% |
Christopher C. Powers Farther Finance Advisors, LLC | 4,921 | $258,997.97 | $274,050.49 | $15,052.52 | 5.81% |
Envestnet Portfolio Solutions Inc. Envestnet Portfolio Solutions, Inc. | 11,533 | $652,193.71 | $655,535.72 | $3,342.01 | 0.51% |
Kevin Bresler TD Waterhouse Canada Inc. | 60 | $2,589.69 | $3,277.8 | $688.11 | 26.57% |
Benj Foor Frazier Financial Advisors, LLC | 131 | $4,109.56 | $7,261.33 | $3,151.77 | 76.69% |