| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Missy Straw Nilsine Partners LLC | 15,172 | $1.42M | $1.44M | $15,200.76 | 1.07% |
Dalila Toledo Ascent Group LLC | 35,129 | $3.29M | $3.33M | $38,507.56 | 1.17% |
| EM Erin Mccann Simplicity Wealth LLC | 14,178 | $1.32M | $1.34M | $23,407.5 | 1.78% |
Robert Glass AlphaCentric Advisors LLC | 5,148 | $456,096.31 | $487,309.68 | $31,213.37 | 6.84% |
Michael Byun SageView Advisory Group LLC | 256,088 | $23.85M | $24.39M | $540,348.38 | 2.27% |
Leanne Menzel Smallwood Wealth Investment Management LLC | 84 | $7,609.56 | $7,951.44 | $341.88 | 4.49% |
Randy T. Siegel Aletheian Wealth Advisors LLC | 15,161 | $1.42M | $1.44M | $13,682.9 | 0.96% |
Christopher M. Marks Sterling Investment Counsel LLC | 4,948 | $475,241.94 | $468,377.68 | -$6,864.26 | -1.44% |
Amanda Hawley Atria Wealth Solutions Inc. | 33,954 | $3.03M | $3.21M | $185,911.89 | 6.14% |
Leonid Berline ARMSTRONG ADVISORY GROUP Inc. | 201 | $18,809.69 | $19,026.66 | $216.97 | 1.15% |
John DeMarco Trajan Wealth LLC | 18,495 | $1.66M | $1.76M | $95,233.62 | 5.73% |
| JB Jodi Burnett Invictus Private Wealth LLC | 7,531 | $687,177.21 | $712,884.46 | $25,707.25 | 3.74% |
Rodrigo Diaz Plan Group Financial LLC | 14,296 | $1.3M | $1.35M | $53,269.78 | 4.1% |
Amna Ali Khan GDS Wealth Management | 2,502 | $240,291.57 | $237,539.88 | -$2,751.69 | -1.15% |
Mark Mowrey Signature Resources Capital Management LLC | 10 | $964 | $946.6 | -$17.4 | -1.8% |
Rachel Faulk Cape Investment Advisory Inc. | 530 | $51,108 | $50,169.8 | -$938.2 | -1.84% |
Masakazu Kita Japan Science & Technology Agency | 2.5M | $237.97M | $236.65M | -$1.32M | -0.56% |
Mariana Coli Dunhill Financial LLC | 342 | $32,945.83 | $32,572.08 | -$373.75 | -1.13% |
Lukas Lindgren Abound Wealth Management | 9 | $858.86 | $851.94 | -$6.92 | -0.81% |
| SMK Solomon M. Kilgroe Cyndeo Wealth Partners LLC | 2,241 | $210,505.61 | $212,133.06 | $1,627.45 | 0.77% |