| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| CS Catherine Salsman Paragon Private Wealth Management LLC | 9,099 | $1.04M | $988,105.9 | -$52,837.83 | -5.08% |
Molly Crider Walker Asset Management LLC | 8,205 | $792,777.93 | $897,627 | $104,849.07 | 13.23% |
Scott Williams Investmark Advisory Group LLC | 2,914 | $350,819.06 | $318,791.6 | -$32,027.46 | -9.13% |
Timothy Gerlach Novem Group | 9,023 | $1.06M | $968,844.62 | -$92,867.38 | -8.75% |
Jim Clark Worth Asset Management LLC | 7,223 | $983,411.38 | $767,154.83 | -$216,256.55 | -21.99% |
Daniel Ronan Catalyst Financial Partners LLC | 2,850 | $416,054.84 | $306,489 | -$109,565.84 | -26.33% |
Amanda Hawley Atria Wealth Solutions Inc. | 21,763 | $2.03M | $2.38M | $350,498.46 | 17.29% |
| LV Leah Vaden Redwood Financial Network Corp. | 4,577 | $560,458.78 | $498,938.77 | -$61,520.01 | -10.98% |
Matthew Heller Willner & Heller LLC | 5,205 | $401,059.05 | $569,036.62 | $167,977.57 | 41.88% |
Jeffrey Gilbert Balboa Wealth Partners | 2,077 | $331,969.65 | $222,031.3 | -$109,938.35 | -33.12% |
Edward Lowndes Angeles Wealth Management LLC | 11,922 | $1.04M | $1.28M | $238,607.68 | 22.91% |
Angela Cox W Advisors LLC | 2,516 | $277,368.86 | $275,564.9 | -$1,803.96 | -0.65% |
Kevin Zemann WealthPlan Investment Management LLC | 15,852 | $2.28M | $1.73M | -$544,282.8 | -23.92% |
Michael Stulic Astoria Portfolio Advisors LLC | 2,683 | $278,074.18 | $289,093.25 | $11,019.07 | 3.96% |
David W. Chenet Presidio Capital Management LLC | 3,368 | $442,597.59 | $368,694.96 | -$73,902.63 | -16.7% |
Mary Lecca ARGONAUTICA PRIVATE WEALTH MANAGEMENT Inc. | 31,385 | $2.41M | $3.4M | $991,675.98 | 41.19% |
| TL Tradewinds LLC Tradewinds LLC | 2,036 | $346,454.43 | $221,333.56 | -$125,120.87 | -36.11% |
Leonid Berline ARMSTRONG ADVISORY GROUP Inc. | 2,820 | $229,147.8 | $307,704.3 | $78,556.5 | 34.28% |
Nadine Hofstetter Northwest Bank & Trust Co. | 6,246 | $581,187.6 | $680,876.46 | $99,688.86 | 17.15% |
| BFG Bleakley Financial Group LLC Bleakley Financial Group LLC | 31,047 | $3.35M | $3.37M | $18,578.77 | 0.55% |