| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Amanda Hawley Atria Wealth Solutions Inc. | 53,470 | $5.08M | $5.14M | $64,141.73 | 1.26% |
| LV Leah Vaden Redwood Financial Network Corp. | 2,247 | $300,857.64 | $235,699.06 | -$65,158.58 | -21.66% |
Craig Johnsen Fortitude Advisory Group LLC | 2,775 | $318,093.43 | $266,927.25 | -$51,166.18 | -16.09% |
Jeffrey Gilbert Balboa Wealth Partners | 3,920 | $431,788.96 | $377,064.8 | -$54,724.16 | -12.67% |
Gary M. Coon Finer Wealth Management Inc. | 3,237 | $320,976.97 | $311,367.03 | -$9,609.94 | -2.99% |
Sean Murray Quantum Financial Advisors LLC | 2,335 | $266,556.61 | $224,603.65 | -$41,952.96 | -15.74% |
Edward Lowndes Angeles Wealth Management LLC | 11,054 | $1.31M | $1.06M | -$242,251.13 | -18.56% |
Kevin Zemann WealthPlan Investment Management LLC | 2,286 | $220,027.5 | $219,890.34 | -$137.16 | -0.06% |
Timothy E. Ladin Price Jennifer C. | 3,000 | $297,810 | $288,570 | -$9,240 | -3.1% |
Vito Collacuro Sutton Place Investors LLC | 2,297 | $282,565.51 | $233,742.72 | -$48,822.79 | -17.28% |
| WIM Warwick Investment Management Inc. Warwick Investment Management Inc. | 2,101 | $202,221.25 | $202,095.19 | -$126.06 | -0.06% |
Leonid Berline ARMSTRONG ADVISORY GROUP Inc. | 3,091 | $268,628.78 | $297,323.29 | $28,694.51 | 10.68% |
John DeMarco Trajan Wealth LLC | 93,330 | $10.18M | $8.98M | -$1.2M | -11.79% |
Brad Saenz Coastwise Capital Group LLC | 5,988 | $598,024.63 | $575,985.72 | -$22,038.91 | -3.69% |
| XV Xavier Volatier Transatlantique Private Wealth LLC | 12,044 | $1.16M | $1.16M | -$1,118.46 | -0.1% |
Nadine Hofstetter Northwest Bank & Trust Co. | 5,355 | $492,517.22 | $515,097.45 | $22,580.23 | 4.58% |
| MK Malinda Khauv Cercano Management LLC | 3,050 | $293,959 | $293,379.5 | -$579.5 | -0.2% |
John Ritter Ritter Daniher Financial Advisory LLC / DE | 5,755 | $657,987.14 | $553,573.45 | -$104,413.69 | -15.87% |
William Cantus Pacific Sage Partners LLC | 4,477 | $418,240.88 | $455,579.52 | $37,338.64 | 8.93% |
| BFG Bleakley Financial Group LLC Bleakley Financial Group LLC | 98,861 | $9.62M | $10.06M | $439,651.81 | 4.57% |