| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Daniel Ronan Catalyst Financial Partners LLC | 7,390 | $725,332.28 | $710,844.1 | -$14,488.18 | -2% |
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 | $233,350.95 | -$67,506.69 | -22.44% |
Craig Johnsen Fortitude Advisory Group LLC | 2,775 | $318,093.43 | $285,325.5 | -$32,767.93 | -10.3% |
Jeffrey Gilbert Balboa Wealth Partners | 4,004 | $439,873.96 | $436,876.44 | -$2,997.52 | -0.68% |
Gary M. Coon Finer Wealth Management Inc. | 3,237 | $320,976.97 | $332,974 | $11,997.03 | 3.74% |
Sean Murray Quantum Financial Advisors LLC | 2,335 | $266,556.61 | $248,420.65 | -$18,135.96 | -6.8% |
Edward Lowndes Angeles Wealth Management LLC | 11,054 | $1.31M | $1.18M | -$129,500.33 | -9.92% |
Kevin Zemann WealthPlan Investment Management LLC | 2,286 | $220,027.5 | $242,704.62 | $22,677.12 | 10.31% |
Timothy E. Ladin Price Jennifer C. | 3,000 | $297,810 | $311,370 | $13,560 | 4.55% |
Vito Collacuro Sutton Place Investors LLC | 2,297 | $282,565.51 | $237,946.23 | -$44,619.28 | -15.79% |
| WIM Warwick Investment Management Inc. Warwick Investment Management Inc. | 2,101 | $202,221.25 | $217,558.55 | $15,337.3 | 7.58% |
| TL Tradewinds LLC Tradewinds LLC | 4,675 | $449,968.75 | $496,391.5 | $46,422.75 | 10.32% |
Leonid Berline ARMSTRONG ADVISORY GROUP Inc. | 3,091 | $268,628.78 | $328,016.92 | $59,388.14 | 22.11% |
John DeMarco Trajan Wealth LLC | 88,914 | $9.64M | $9.21M | -$426,948.8 | -4.43% |
Brad Saenz Coastwise Capital Group LLC | 5,988 | $598,024.63 | $620,296.92 | $22,272.29 | 3.72% |
| XV Xavier Volatier Transatlantique Private Wealth LLC | 12,044 | $1.16M | $1.28M | $119,080.66 | 10.27% |
Nadine Hofstetter Northwest Bank & Trust Co. | 5,355 | $492,517.22 | $568,540.35 | $76,023.13 | 15.44% |
John Ritter Ritter Daniher Financial Advisory LLC / DE | 5,755 | $657,987.14 | $611,008.35 | -$46,978.79 | -7.14% |
William Cantus Pacific Sage Partners LLC | 4,477 | $418,240.88 | $463,772.43 | $45,531.55 | 10.89% |