| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Brucke Financial Inc. Brucke Financial Inc. | 4,249 | $524,526.91 | $510,814.78 | -$13,712.13 | -2.61% |
Copia Wealth Management Copia Wealth Management | 1,017 | $122,847.56 | $123,041.74 | $194.18 | 0.16% |
Kilter Group LLC Kilter Group LLC | 839 | $107,740.87 | $99,740.32 | -$8,000.55 | -7.43% |
Timothy Dwight SpringVest Wealth Management LLC | 2,699 | $291,216.63 | $322,503.51 | $31,286.88 | 10.74% |
Adam J. Mehrer Wills Financial Group LLC | 10,030 | $1.23M | $1.2M | -$30,463.01 | -2.48% |
Kevin Serrapede Capstone Wealth Management Group LLC | 1,538 | $201,386 | $182,837.44 | -$18,548.56 | -9.21% |
Chancellor Financial Group WB LP Chancellor Financial Group WB LP | 1,633 | $213,841.84 | $196,564.21 | -$17,277.63 | -8.08% |
Northstar Financial Companies Inc. Northstar Financial Companies Inc. | 7,187 | $875,874.62 | $854,462.43 | -$21,412.19 | -2.44% |
Candy Palugi Claris Financial LLC | 6,613 | $732,071.07 | $795,014.86 | $62,943.79 | 8.6% |
Binnacle Investments Inc. Binnacle Investments Inc. | 2,065 | $252,030.04 | $247,345.7 | -$4,684.34 | -1.86% |
Corinne Lafaurie-Konter 111 Capital | 7,983 | $1.01M | $965,304.36 | -$45,183.64 | -4.47% |
Kevin Painter LeConte Wealth Management LLC | 3,921 | $512,926.95 | $472,049.19 | -$40,877.76 | -7.97% |
Good Steward Wealth Advisors LLC Good Steward Wealth Advisors LLC | 2,509 | $306,022.83 | $300,164.21 | -$5,858.62 | -1.91% |
Kazuya Kagamihara Rakuten Investment Management Inc. | 127,432 | $15.32M | $15.41M | $83,478.96 | 0.54% |
Steven Albrecht Curat Global LLC | 1,666 | $208,880.29 | $201,419.4 | -$7,460.89 | -3.57% |
Robert L. Wofchuck Ledgewood Wealth Advisors LLC | 18,404 | $1.8M | $2.2M | $394,909.97 | 21.89% |
Kagan Cocozza Asset Management Kagan Cocozza Asset Management | 1,775 | $191,334.65 | $212,423.12 | $21,088.47 | 11.02% |
| RAL Ransom Advisory Ltd. Ransom Advisory Ltd. | 9,565 | $1.12M | $1.16M | $35,485.8 | 3.17% |
Balance Wealth LLC Balance Wealth LLC | 2,128 | $261,525.66 | $256,381.44 | -$5,144.22 | -1.97% |
Barnes Wealth Management Group Inc. Barnes Wealth Management Group Inc. | 2,632 | $311,215.94 | $317,800.84 | $6,584.9 | 2.12% |