| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Ana-Maria Ignat Covestor Ltd | 1,513 | $125,935.91 | $126,396.02 | $460.11 | 0.37% |
Kathleen Thornhill Confluence Wealth Services Inc. | 3,740 | $283,716.4 | $296,881.2 | $13,164.8 | 4.64% |
| TA Thomas Anderton 626 Financial LLC | 5,780 | $413,963.6 | $458,816.4 | $44,852.8 | 10.83% |
W. Travis McKinney HB Wealth Management LLC | 20,882 | $1.75M | $1.66M | -$90,493.63 | -5.18% |
William Jollie Quent Capital LLC | 246 | $20,884.55 | $20,550.84 | -$333.71 | -1.6% |
| EM Erin Mccann Simplicity Wealth LLC | 9,759 | $909,142.38 | $783,647.7 | -$125,494.68 | -13.8% |
Ed West Values First Advisors Inc. | 368 | $31,483.68 | $29,211.84 | -$2,271.84 | -7.22% |
Michael Byun SageView Advisory Group LLC | 3,926 | $343,158.46 | $327,938.78 | -$15,219.68 | -4.44% |
Taro Kuriyama Axq Capita LLP | 30,806 | $2.33M | $2.47M | $144,479.8 | 6.2% |
Timothy Gerlach Novem Group | 13,835 | $1.16M | $1.1M | -$60,510.06 | -5.22% |
Daniel Ronan Catalyst Financial Partners LLC | 10,653 | $863,609.29 | $845,635.14 | -$17,974.15 | -2.08% |
Amanda Hawley Atria Wealth Solutions Inc. | 3,680 | $319,815.1 | $292,118.4 | -$27,696.7 | -8.66% |
Kevin Zemann WealthPlan Investment Management LLC | 36,172 | $3.13M | $2.87M | -$261,818.03 | -8.36% |
Nadine Hofstetter Northwest Bank & Trust Co. | 97 | $8,375 | $7,699.86 | -$675.14 | -8.06% |
| BFG Bleakley Financial Group LLC Bleakley Financial Group LLC | 13,094 | $979,122.46 | $1.05M | $72,325.74 | 7.39% |
CJ Harrison DecisionPoint Financial LLC | 4 | $351 | $321.2 | -$29.8 | -8.49% |
| JG John Ginter Callan Family Office LLC | 66,473 | $5.67M | $5.54M | -$125,273.18 | -2.21% |
Anita Woodhouse V-Square Quantitative Management LLC | 4,171 | $341,565.67 | $331,093.98 | -$10,471.69 | -3.07% |
Hajime Yamamoto Resona Asset Management Co. Ltd. | 49,821 | $4.57M | $3.95M | -$616,529.15 | -13.49% |
Mariana Coli Dunhill Financial LLC | 22 | $1,904.77 | $1,837.66 | -$67.11 | -3.52% |