| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Mark Fiskio Empirical Asset Management LLC | 1,094 | $780,251.76 | $587,746.03 | -$192,505.73 | -24.67% |
Daniel Ronan Catalyst Financial Partners LLC | 1,226 | $478,785.05 | $659,477.66 | $180,692.61 | 37.74% |
Amanda Hawley Atria Wealth Solutions Inc. | 4,185 | $926,790.42 | $2.23M | $1.3M | 140.56% |
| LV Leah Vaden Redwood Financial Network Corp. | 300 | $213,963.01 | $160,548 | -$53,415.01 | -24.96% |
Jeffrey Gilbert Balboa Wealth Partners | 935 | $316,268.72 | $502,366.15 | $186,097.43 | 58.84% |
Sean Murray Quantum Financial Advisors LLC | 623 | $265,894.83 | $334,712.98 | $68,818.15 | 25.88% |
Edward Lowndes Angeles Wealth Management LLC | 2,675 | $941,220.36 | $1.43M | $493,515.89 | 52.43% |
Angela Cox W Advisors LLC | 307 | $218,955.48 | $164,708.57 | -$54,246.91 | -24.78% |
Benjamin Cauley Carr Financial Group Corp. | 1,122 | $276,783.14 | $600,617.82 | $323,834.68 | 117% |
Michael Stulic Astoria Portfolio Advisors LLC | 349 | $195,126.96 | $187,498.5 | -$7,628.46 | -3.91% |
Mary Lecca ARGONAUTICA PRIVATE WEALTH MANAGEMENT Inc. | 562 | $314,630.7 | $301,130.84 | -$13,499.86 | -4.29% |
| TL Tradewinds LLC Tradewinds LLC | 2,350 | $1.68M | $1.26M | -$418,958.05 | -25% |
Leonid Berline ARMSTRONG ADVISORY GROUP Inc. | 483 | $150,526.61 | $253,922.76 | $103,396.15 | 68.69% |
Nolan Baker Retirement Guys Formula LLC | 3,770 | $1.28M | $2.02M | $741,855.26 | 57.94% |
Nadine Hofstetter Northwest Bank & Trust Co. | 200 | $49,032 | $106,970 | $57,938 | 118.16% |
| MK Malinda Khauv Cercano Management LLC | 382 | $205,524 | $204,415.84 | -$1,108.16 | -0.54% |
John Ritter Ritter Daniher Financial Advisory LLC / DE | 125 | $41,424.9 | $67,223.75 | $25,798.85 | 62.28% |
CJ Harrison DecisionPoint Financial LLC | 29 | $14,786.73 | $15,449.17 | $662.44 | 4.48% |
| JG John Ginter Callan Family Office LLC | 5,198 | $2.28M | $2.73M | $457,068.23 | 20.09% |
Linda M. Dagilus Greenfield Savings Bank | 856 | $165,661.68 | $457,300.88 | $291,639.2 | 176.05% |