| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Robert Sinnaeve SS&H Financial Advisors Inc. | 4,600 | $608,166 | $590,318 | -$17,848 | -2.93% |
| LWL Leo Wealth LLC Leo Wealth LLC | 2,751 | $365,021.62 | $352,980.81 | -$12,040.81 | -3.3% |
William Jollie Quent Capital LLC | 470 | $70,415.41 | $60,315.1 | -$10,100.31 | -14.34% |
Missy Straw Nilsine Partners LLC | 1,332 | $202,957 | $170,908.92 | -$32,048.08 | -15.79% |
Dalila Toledo Ascent Group LLC | 6,535 | $729,812.27 | $835,989.87 | $106,177.6 | 14.55% |
Michael Byun SageView Advisory Group LLC | 1,365 | $155,613.04 | $175,143.15 | $19,530.11 | 12.55% |
Daniel Hays Comprehensive Financial Consultants Institutional Inc. | 2,722 | $325,387.88 | $349,314.26 | $23,926.38 | 7.35% |
Katie Christensen iSAM Funds UKK) Ltd | 5,800 | $797,522.84 | $744,314 | -$53,208.84 | -6.67% |
Leanne Menzel Smallwood Wealth Investment Management LLC | 142 | $19,634.34 | $18,220.02 | -$1,414.32 | -7.2% |
| CS Catherine Salsman Paragon Private Wealth Management LLC | 2,235 | $242,000.48 | $286,817.55 | $44,817.07 | 18.52% |
| DW Darren Woolson Asset Allocation Strategies LLC | 2,224 | $254,422.59 | $285,405.92 | $30,983.33 | 12.18% |
Patricia A. Thompson Leeward Investments LLC - MA | 83,731 | $10.46M | $10.75M | $287,137.44 | 2.75% |
Amanda Hawley Atria Wealth Solutions Inc. | 4,230 | $466,989.48 | $542,835.9 | $75,846.42 | 16.24% |
Sean Murray Quantum Financial Advisors LLC | 2,674 | $321,214.63 | $343,154.42 | $21,939.79 | 6.83% |
Leonid Berline ARMSTRONG ADVISORY GROUP Inc. | 100 | $11,753 | $12,821 | $1,068 | 9.09% |
Nolan Baker Retirement Guys Formula LLC | 11,696 | $1.66M | $1.5M | -$159,220.04 | -9.59% |
John Ritter Ritter Daniher Financial Advisory LLC / DE | 70 | $8,227.1 | $8,981.7 | $754.6 | 9.17% |
| BFG Bleakley Financial Group LLC Bleakley Financial Group LLC | 12,059 | $1.84M | $1.55M | -$288,889.52 | -15.72% |
CJ Harrison DecisionPoint Financial LLC | 2 | $302 | $256.66 | -$45.34 | -15.01% |
| JG John Ginter Callan Family Office LLC | 9,439 | $1.27M | $1.21M | -$63,253.82 | -4.97% |