| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| JL Jeremiah Ludington Mainstay Capital Management LLC /ADV | 1,360 | $256,637.43 | $225,760 | -$30,877.43 | -12.03% |
| AB Anthony Bruccoleri Equitable Holdings Inc. | 2,473 | $401,473.93 | $413,139.38 | $11,665.45 | 2.91% |
SkyOak Wealth SkyOak Wealth LLC | 12,208 | $774,231.36 | $2.02M | $1.25M | 161.11% |
| RWM Revisor Wealth Management LLC Revisor Wealth Management LLC | 1,498 | $282,744 | $246,720.6 | -$36,023.4 | -12.74% |
Nancy Kay Cross Staff Investments Inc. | 7,878 | $812,268.96 | $1.31M | $502,411.68 | 61.85% |
Amanda Hawley Atria Wealth Solutions Inc. | 3,376 | $419,247.69 | $563,994.56 | $144,746.87 | 34.53% |
| CAD Chelsea A. Delgado Main Street Group Ltd. | 290 | $42,261 | $47,316.4 | $5,055.4 | 11.96% |
Courtney Holt Compound Planning, Inc. | 1,569 | $194,657.26 | $259,622.43 | $64,965.17 | 33.37% |
Christopher C. Powers Farther Finance Advisors, LLC | 6,324 | $977,272.02 | $1.05M | $72,511.98 | 7.42% |
Paul V. Ryan Jr FLAGSHIP WEALTH ADVISORS, LLC | 500 | $94,352 | $82,350 | -$12,002 | -12.72% |
| CL Colton Loder Cohalo Advisory LLC | 308 | $36,397.65 | $50,727.6 | $14,329.95 | 39.37% |
J Hagan Capital Inc. J Hagan Capital Inc. | 1,443 | $272,300 | $238,773.21 | -$33,526.79 | -12.31% |
| AS Aryn Sands GK Wealth Management LLC | 3,597 | $678,792.43 | $612,353.32 | -$66,439.11 | -9.79% |