| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Amanda Hawley Atria Wealth Solutions Inc. | 157,272 | $2.77M | $2.82M | $56,696.49 | 2.05% |
Jeffrey Gilbert Balboa Wealth Partners | 18,161 | $323,723.25 | $326,137.05 | $2,413.8 | 0.75% |
| JMP James M. Perkins Quantum Private Wealth LLC | 22,008 | $447,196.83 | $394,713.48 | -$52,483.35 | -11.74% |
Leonid Berline ARMSTRONG ADVISORY GROUP Inc. | 969 | $16,279 | $17,383.86 | $1,104.86 | 6.79% |
Brad Saenz Coastwise Capital Group LLC | 23,699 | $443,804.07 | $425,397.05 | -$18,407.02 | -4.15% |
John Ritter Ritter Daniher Financial Advisory LLC / DE | 125,638 | $2.29M | $2.25M | -$38,283.07 | -1.67% |
Mariana Coli Dunhill Financial LLC | 3,714 | $62,588.32 | $66,647.73 | $4,059.41 | 6.49% |
| SMK Solomon M. Kilgroe Cyndeo Wealth Partners LLC | 23,311 | $424,095.25 | $418,315.89 | -$5,779.36 | -1.36% |
| SM Sharon Medina INTEGRITY WEALTH ADVISORS Inc. | 695,005 | $12.52M | $12.47M | -$48,692.09 | -0.39% |
Bert D. Barre Colonial Trust Co. / SC | 299 | $5,023.2 | $5,365.55 | $342.35 | 6.82% |
Daniel Guy Ethos Financial Group LLC | 151,554 | $2.69M | $2.72M | $29,552.53 | 1.1% |
Loni Adams Daymark Wealth Partners LLC | 12,633 | $225,760.26 | $226,699.18 | $938.92 | 0.42% |
| QS Quentin Stoker Gallacher Capital Management LLC | 86,985 | $1.55M | $1.56M | $13,088.7 | 0.85% |
Adam Laibson Mainsail Financial Group LLC | 400,852 | $7.05M | $7.19M | $135,120.6 | 1.92% |
| BP Brett Pohl Kingdom Financial Group LLC | 2,686 | $47,677 | $48,200.27 | $523.27 | 1.1% |
Kevin Gray Lodestar Private Asset Management LLC | 15,233 | $260,182.31 | $273,356.18 | $13,173.87 | 5.06% |
| AAL Avraham A. Levitan Glass Jacobson Investment Advisors LLC | 403,225 | $6.84M | $7.23M | $388,348.47 | 5.67% |
| MV Moises Valladares Insigneo Advisory Services LLC | 10,013 | $177,731 | $179,633.22 | $1,902.22 | 1.07% |
| RBL Robert B. LaRue Owen LaRue LLC | 10,653 | $182,794.22 | $191,168.08 | $8,373.86 | 4.58% |
| ST Steven Trigili Garden State Investment Advisory Services LLC | 14,693 | $268,006 | $263,665.88 | -$4,340.12 | -1.62% |