| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Mark Perrault Intergy Private Wealth LLC | 10,573 | $279,380.71 | $284,625.16 | $5,244.45 | 1.88% |
Nathan Geraci ETF Store Inc. | 7,742 | $210,892.08 | $208,414.64 | -$2,477.44 | -1.17% |
| EM Erin Mccann Simplicity Wealth LLC | 45,985 | $1.24M | $1.24M | -$2,216.54 | -0.18% |
Robert Glass AlphaCentric Advisors LLC | 12,184 | $317,309.79 | $327,993.28 | $10,683.49 | 3.37% |
| DW Darren Woolson Asset Allocation Strategies LLC | 168,821 | $4.32M | $4.57M | $249,011.2 | 5.76% |
Timothy Gerlach Novem Group | 687,045 | $18.43M | $18.5M | $63,203.64 | 0.34% |
Timothy Low Forte Asset Management LLC | 78,000 | $1.95M | $2.1M | $147,283.07 | 7.54% |
Amanda Hawley Atria Wealth Solutions Inc. | 39,386 | $1.06M | $1.06M | $5,120.18 | 0.49% |
James Rukstalis ESG Planning DBA Harper Investing | 16,279 | $441,798.8 | $438,230.68 | -$3,568.12 | -0.81% |
Mark Mowrey Signature Resources Capital Management LLC | 788 | $21,117.82 | $21,212.96 | $95.14 | 0.45% |
Rachel Faulk Cape Investment Advisory Inc. | 359 | $9,779 | $9,685.82 | -$93.18 | -0.95% |
Jill Grimes Centurion Wealth Management LLC | 40,625 | $1.13M | $1.09M | -$34,770.57 | -3.08% |
Sharon Medina INTEGRITY WEALTH ADVISORS Inc. | 88,396 | $2.41M | $2.38M | -$30,279.16 | -1.26% |
Bridget Davis Cedar Point Capital Partners LLC | 14,818 | $404,075.36 | $398,900.56 | -$5,174.8 | -1.28% |
Richard S. Levenson Western Financial Corp./CA | 26,187 | $656,226.93 | $704,954.04 | $48,727.11 | 7.43% |
| GCI GUIDANCE CAPITAL Inc. GUIDANCE CAPITAL Inc. | 71,944 | $1.95M | $1.94M | -$15,637.47 | -0.8% |
| BP Brett Pohl Kingdom Financial Group LLC | 2 | $55 | $53.98 | -$1.02 | -1.85% |
Bill Scoggins First Citizens Asset Management Inc. | 24,267 | $620,846.51 | $653,267.64 | $32,421.13 | 5.22% |
Jeffrey Hanson Breakwater Capital Group | 385,762 | $10.08M | $10.38M | $304,399.08 | 3.02% |
Moises Valladares Insigneo Advisory Services LLC | 75,089 | $2.05M | $2.03M | -$12,764.77 | -0.62% |