| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Samantha Pierangeli City State Bank | 74 | $5,322.22 | $5,100.08 | -$222.14 | -4.17% |
Scott Soler Jackson Hill Advisors LLC | 247,250 | $19.44M | $16.95M | -$2.48M | -12.78% |
W. Travis McKinney HB Wealth Management LLC | 22,415 | $2.09M | $1.52M | -$570,151.47 | -27.23% |
William Jollie Quent Capital LLC | 1,264 | $82,425.44 | $85,926.72 | $3,501.28 | 4.25% |
| EM Erin Mccann Simplicity Wealth LLC | 10,861 | $696,733.15 | $740,611.59 | $43,878.44 | 6.3% |
Kristofer Gray Integrity Financial Corp. /WA | 35,780 | $2.5M | $2.45M | -$52,085.05 | -2.08% |
Katie Christensen iSAM Funds UKK) Ltd | 18,900 | $1.23M | $1.3M | $68,235.4 | 5.56% |
Leanne Menzel Smallwood Wealth Investment Management LLC | 668 | $83,099.2 | $45,657.8 | -$37,441.4 | -45.06% |
Daniel Ronan Catalyst Financial Partners LLC | 4,325 | $277,449 | $295,700.25 | $18,251.25 | 6.58% |
Amanda Hawley Atria Wealth Solutions Inc. | 2,239 | $248,237.93 | $152,207.22 | -$96,030.71 | -38.68% |
Kevin Zemann WealthPlan Investment Management LLC | 13,264 | $1.43M | $901,686.72 | -$530,020.27 | -37.02% |
Leonid Berline ARMSTRONG ADVISORY GROUP Inc. | 400 | $22,788 | $27,292 | $4,504 | 19.76% |
| CIG CHB Investment Group LLC CHB Investment Group LLC | 32,818 | $3.43M | $2.24M | -$1.19M | -34.64% |
| BFG Bleakley Financial Group LLC Bleakley Financial Group LLC | 15,162 | $972,613 | $1.04M | $65,604.95 | 6.75% |
CJ Harrison DecisionPoint Financial LLC | 3 | $327 | $203.94 | -$123.06 | -37.63% |
| JG John Ginter Callan Family Office LLC | 18,986 | $1.85M | $1.29M | -$559,705.24 | -30.29% |
Vincent Storm PhiloSmith Capital Corp. | 376,250 | $22.78M | $25.84M | $3.06M | 13.44% |
Anita Woodhouse V-Square Quantitative Management LLC | 7,219 | $531,549.35 | $490,747.62 | -$40,801.73 | -7.68% |
Hajime Yamamoto Resona Asset Management Co. Ltd. | 128,457 | $11.89M | $8.85M | -$3.04M | -25.56% |
Rachel Faulk Cape Investment Advisory Inc. | 33 | $2,117 | $2,243.34 | $126.34 | 5.97% |