| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| LR Lisa Rolon Fifth Third Wealth Advisors LLC | 2,581 | $208,802.63 | $177,701.85 | -$31,100.78 | -14.89% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 24 | $1,928.89 | $1,652.4 | -$276.49 | -14.33% |
| DC Dominic Corabi Wedmont Private Capital | 7,085 | $472,209.84 | $487,802.25 | $15,592.41 | 3.3% |
Candace Cavalier Congress Wealth Management LLC / DE / | 87,383 | $7.36M | $6.02M | -$1.34M | -18.26% |
Katherine Andersen Western Pacific Wealth Management LP | 822 | $51,254.71 | $56,594.7 | $5,339.99 | 10.42% |
Caroline Jankowski Operose Advisors LLC | 2,084 | $122,831.12 | $143,483.4 | $20,652.28 | 16.81% |
Ana-Maria Ignat Covestor Ltd | 1,654 | $106,716.72 | $113,877.9 | $7,161.18 | 6.71% |
Kathryn Brown Morton Brown Family Wealth LLC | 50 | $4,637.5 | $3,442.5 | -$1,195 | -25.77% |
| SR Sean Reitenbach Prosperity Consulting Group LLC | 5,138 | $374,940.58 | $353,751.3 | -$21,189.28 | -5.65% |
| WJ William Jollie Quent Capital LLC | 7 | $566.3 | $481.95 | -$84.35 | -14.89% |
| YH Yanjuan Huang Vienna Asset Management LLC | 12,587 | $750,731.47 | $866,614.95 | $115,883.48 | 15.44% |
Michael Byun SageView Advisory Group LLC | 50 | $2,936 | $3,442.5 | $506.5 | 17.25% |
Leanne Menzel Smallwood Wealth Investment Management LLC | 48 | $3,546.78 | $3,304.8 | -$241.98 | -6.82% |
Amanda Hawley Atria Wealth Solutions Inc. | 6,952 | $635,475.77 | $478,645.2 | -$156,830.57 | -24.68% |
Leonid Berline ARMSTRONG ADVISORY GROUP Inc. | 75 | $5,886 | $5,163.75 | -$722.25 | -12.27% |
Albert Moore First National Advisers LLC | 4,280 | $251,193.2 | $294,678 | $43,484.8 | 17.31% |
Mariana Coli Dunhill Financial LLC | 6 | $440.98 | $413.1 | -$27.88 | -6.32% |
Lukas Lindgren Abound Wealth Management | 1 | $79 | $68.85 | -$10.15 | -12.85% |
| DP Drew Phillips Fortitude Family Office LLC | 19 | $1,537 | $1,308.15 | -$228.85 | -14.89% |
Brian Dechow SWAN Capital LLC | 100 | $8,090 | $6,885 | -$1,205 | -14.89% |