| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| DW Darren Woolson Asset Allocation Strategies LLC | 4,126 | $347,698.89 | $341,674.06 | -$6,024.83 | -1.73% |
Mark Astrinos Libra Wealth LLC | 3,331 | $264,548 | $273,225.27 | $8,677.27 | 3.28% |
Michael Topley Lansing Street Advisors | 2,870 | $242,715.2 | $237,693.4 | -$5,021.8 | -2.07% |
Amanda Hawley Atria Wealth Solutions Inc. | 75,332 | $3.63M | $6.22M | $2.59M | 71.27% |
Eric Dahm Range Financial Group LLC | 3,628 | $301,981.41 | $300,144.44 | -$1,836.97 | -0.61% |
Sean Murray Quantum Financial Advisors LLC | 166,254 | $12.5M | $13.71M | $1.21M | 9.66% |
Edward Lowndes Angeles Wealth Management LLC | 3,946 | $344,665.82 | $324,755.8 | -$19,910.02 | -5.78% |
Christoph Von Dem Bussche Financial Guidance Group Inc. | 78,428 | $3.4M | $6.45M | $3.05M | 89.53% |
Vito Collacuro Sutton Place Investors LLC | 3,478 | $244,125.9 | $288,117.52 | $43,991.62 | 18.02% |
Michael Stulic Astoria Portfolio Advisors LLC | 11,423 | $580,378.21 | $940,111.76 | $359,733.55 | 61.98% |
Joseph Wallace Wallace Advisory Group LLC | 11,285 | $726,841.07 | $934,059.45 | $207,218.38 | 28.51% |
Mark Mowrey Signature Resources Capital Management LLC | 60 | $4,587 | $4,941.9 | $354.9 | 7.74% |
| GPB Greg P. Benner Vertex Planning Partners LLC | 29,047 | $2.6M | $2.41M | -$192,266.39 | -7.38% |
Hajime Yamamoto Resona Asset Management Co. Ltd. | 3.71M | $275.94M | $305.56M | $29.62M | 10.74% |
Rachel Faulk Cape Investment Advisory Inc. | 180 | $14,342.02 | $14,866.2 | $524.18 | 3.65% |
Peter Joers Avos Capital Management LLC | 81,444 | $5.31M | $6.7M | $1.39M | 26.25% |
Lukas Lindgren Abound Wealth Management | 47 | $4,356.45 | $3,875.38 | -$481.07 | -11.04% |
| RS Rebecca Stapp Stapp Wealth Management, Pllc | 73,084 | $2.69M | $6.04M | $3.34M | 124.12% |
Bert D. Barre Colonial Trust Co. / SC | 552 | $20,977.06 | $45,341.28 | $24,364.22 | 116.15% |
Bridget Davis Cedar Point Capital Partners LLC | 65,255 | $3.53M | $5.36M | $1.83M | 51.88% |