| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Joseph J. Costigan apricus wealth LLC | 15,645 | $4.33M | $4.37M | $34,946.17 | 0.81% |
Leanne Menzel Smallwood Wealth Investment Management LLC | 50 | $16,450 | $13,952.5 | -$2,497.5 | -15.18% |
Daniel Ronan Catalyst Financial Partners LLC | 1,400 | $408,825.08 | $390,669.98 | -$18,155.1 | -4.44% |
Amanda Hawley Atria Wealth Solutions Inc. | 2,089 | $581,713.4 | $582,935.42 | $1,222.02 | 0.21% |
Matthew Heller Willner & Heller LLC | 2,478 | $749,544.91 | $691,485.87 | -$58,059.04 | -7.75% |
Jeffrey Gilbert Balboa Wealth Partners | 777 | $235,212.09 | $219,401.49 | -$15,810.6 | -6.72% |
Edward Lowndes Angeles Wealth Management LLC | 2,409 | $694,394.25 | $672,231.42 | -$22,162.83 | -3.19% |
Joseph Wallace Wallace Advisory Group LLC | 11,696 | $3.87M | $3.26M | -$611,143.76 | -15.77% |
Leonid Berline ARMSTRONG ADVISORY GROUP Inc. | 217 | $68,347.53 | $60,553.85 | -$7,793.68 | -11.4% |
John Ritter Ritter Daniher Financial Advisory LLC / DE | 74 | $23,902.58 | $20,649.7 | -$3,252.88 | -13.61% |
William Cantus Pacific Sage Partners LLC | 2,739 | $907,443.12 | $753,759.1 | -$153,684.02 | -16.94% |
| BFG Bleakley Financial Group LLC Bleakley Financial Group LLC | 19,009 | $5.35M | $5.3M | -$45,670.78 | -0.85% |
CJ Harrison DecisionPoint Financial LLC | 4 | $1,338 | $1,116.2 | -$221.8 | -16.58% |
| JG John Ginter Callan Family Office LLC | 33,797 | $10.47M | $9.41M | -$1.06M | -10.1% |
| HFA Highland Financial Advisors LLC Highland Financial Advisors LLC | 995 | $273,819.93 | $277,654.74 | $3,834.81 | 1.4% |
Brook Hart Presilium Private Wealth LLC | 878 | $301,347.71 | $245,005.89 | -$56,341.82 | -18.7% |
Linda M. Dagilus Greenfield Savings Bank | 2,692 | $723,826.4 | $751,202.57 | $27,376.17 | 3.78% |
| TIM Tevis Investment Management Tevis Investment Management | 985 | $262,748.75 | $271,067.07 | $8,318.32 | 3.17% |
Mark Mowrey Signature Resources Capital Management LLC | 35 | $10,470.56 | $9,766.75 | -$703.81 | -6.72% |
Albert Moore First National Advisers LLC | 3,204 | $870,181.81 | $894,076.16 | $23,894.35 | 2.75% |