| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Marshall McCormick Fingerlakes Wealth Management Inc. | 1,095 | $202,301.25 | $155,303.85 | -$46,997.4 | -23.23% |
Bill McVay Red Tortoise LLC | 117 | $10,712.52 | $16,215.03 | $5,502.51 | 51.37% |
W. Travis McKinney HB Wealth Management LLC | 6,115 | $744,752.01 | $879,459.3 | $134,707.29 | 18.09% |
| JAI Josh Arnold Investment Consultant LLC Josh Arnold Investment Consultant LLC | 1,930 | $255,532 | $266,938.3 | $11,406.3 | 4.46% |
Courtney Lawson Autumn Glory Partners LLC | 7,277 | $1.34M | $1.03M | -$312,983.77 | -23.28% |
| DC Debora Caley Richwood Investment Advisors LLC | 1,784 | $236,201.6 | $253,613.44 | $17,411.84 | 7.37% |
William Jollie Quent Capital LLC | 332 | $46,836.05 | $47,748.24 | $912.19 | 1.95% |
Missy Straw Nilsine Partners LLC | 13,914 | $1.69M | $1.93M | $240,395.23 | 14.24% |
Dalila Toledo Ascent Group LLC | 1,353 | $249,966.75 | $188,094.06 | -$61,872.69 | -24.75% |
Jaimie Palmer Beacon Capital Management LLC | 9,158 | $984,108.95 | $1.32M | $340,137.85 | 34.56% |
Mark Fiskio Empirical Asset Management LLC | 4,896 | $498,934.35 | $678,144.96 | $179,210.61 | 35.92% |
Kevin Zemann WealthPlan Investment Management LLC | 2,054 | $181,671.36 | $295,406.3 | $113,734.94 | 62.6% |
Michael Stulic Astoria Portfolio Advisors LLC | 1,561 | $257,615.58 | $215,839.47 | -$41,776.11 | -16.22% |
Leonid Berline ARMSTRONG ADVISORY GROUP Inc. | 410 | $47,311.62 | $57,851 | $10,539.38 | 22.28% |
CJ Harrison DecisionPoint Financial LLC | 4 | $766 | $575.28 | -$190.72 | -24.9% |
| JG John Ginter Callan Family Office LLC | 10,301 | $1.69M | $1.46M | -$234,457.13 | -13.85% |
| TIM Tevis Investment Management Tevis Investment Management | 5,851 | $614,666.37 | $829,847.33 | $215,180.96 | 35.01% |
Anita Woodhouse V-Square Quantitative Management LLC | 3,547 | $570,428.48 | $510,129.58 | -$60,298.9 | -10.57% |
Hajime Yamamoto Resona Asset Management Co. Ltd. | 49,408 | $4.24M | $6.87M | $2.63M | 62.19% |
Rachel Faulk Cape Investment Advisory Inc. | 11 | $2,071.67 | $1,582.02 | -$489.65 | -23.64% |