| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Daniel Ronan Catalyst Financial Partners LLC | 7,803 | $344,296 | $290,427.66 | -$53,868.34 | -15.65% |
Amanda Hawley Atria Wealth Solutions Inc. | 18,086 | $753,867.12 | $673,160.92 | -$80,706.2 | -10.71% |
Jeffrey Gilbert Balboa Wealth Partners | 15,325 | $600,586.75 | $502,660 | -$97,926.75 | -16.31% |
Leonid Berline ARMSTRONG ADVISORY GROUP Inc. | 11,290 | $336,296.13 | $420,213.8 | $83,917.67 | 24.95% |
Nadine Hofstetter Northwest Bank & Trust Co. | 45,324 | $1.95M | $1.69M | -$264,402.13 | -13.55% |
| BFG Bleakley Financial Group LLC Bleakley Financial Group LLC | 33,006 | $1.32M | $1.14M | -$183,327.55 | -13.87% |
CJ Harrison DecisionPoint Financial LLC | 10 | $582.4 | $345 | -$237.4 | -40.76% |
| JG John Ginter Callan Family Office LLC | 41,350 | $2.32M | $1.33M | -$992,813.42 | -42.76% |
Amna Ali Khan GDS Wealth Management | 614,882 | $22.96M | $20.07M | -$2.89M | -12.6% |
Mark Mowrey Signature Resources Capital Management LLC | 150 | $5,550 | $5,583 | $33 | 0.59% |
Anita Woodhouse V-Square Quantitative Management LLC | 29,536 | $1.03M | $1.1M | $65,915.92 | 6.38% |
Hajime Yamamoto Resona Asset Management Co. Ltd. | 389,994 | $22.4M | $14.52M | -$7.88M | -35.2% |
Rachel Faulk Cape Investment Advisory Inc. | 1,314 | $44,676 | $45,333 | $657 | 1.47% |
Mariana Coli Dunhill Financial LLC | 19 | $912.19 | $623.2 | -$288.99 | -31.68% |
| LWM Lodestone Wealth Management LLC Lodestone Wealth Management LLC | 518 | $19,166 | $19,279.96 | $113.96 | 0.59% |
Lukas Lindgren Abound Wealth Management | 1,432 | $49,908.07 | $53,299.04 | $3,390.97 | 6.79% |
Drew Phillips Fortitude Family Office LLC | 1,172 | $47,908.56 | $43,621.84 | -$4,286.72 | -8.95% |
Alex Nunnamaker Schechter Investment Advisors LLC | 13,143 | $496,226.81 | $489,182.46 | -$7,044.35 | -1.42% |
Brian Dechow SWAN Capital LLC | 550 | $21,259 | $17,952 | -$3,307 | -15.56% |
Bert D. Barre Colonial Trust Co. / SC | 579 | $30,426.72 | $18,609.06 | -$11,817.66 | -38.84% |