| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| DT Desaree Tatum Heritage Wealth Management Inc. | 55,526 | $984,476 | $855,378.03 | -$129,097.97 | -13.11% |
| CGL Chester Gary Lloyd Coston, McIsaac & Partners | 170 | $2,935.9 | $2,607.8 | -$328.1 | -11.18% |
Vyoma Patel Strata Wealth Advisors LLC | 23,443 | $367,194.5 | $360,084.48 | -$7,110.02 | -1.94% |
| SFC Swisher Financial Concepts Inc. Swisher Financial Concepts Inc. | 15,923 | $276,264.05 | $244,736.51 | -$31,527.54 | -11.41% |
Mariana Coli Dunhill Financial LLC | 185 | $3,082.38 | $2,839.75 | -$242.63 | -7.87% |
Lukas Lindgren Abound Wealth Management | 4,153 | $64,832.62 | $63,665.49 | -$1,167.13 | -1.8% |
Drew Phillips Fortitude Family Office LLC | 1,275 | $20,491.26 | $19,571.25 | -$920.01 | -4.49% |
Sherri Cooke Dakota Community Bank & Trust NA | 11,968 | $174,429.18 | $183,948.16 | $9,518.98 | 5.46% |
Alex Nunnamaker Schechter Investment Advisors LLC | 44,146 | $590,497.36 | $679,627.67 | $89,130.31 | 15.09% |
Brian Dechow SWAN Capital LLC | 216 | $3,301.35 | $3,328.56 | $27.21 | 0.82% |
Daniel Guy Ethos Financial Group LLC | 73,984 | $1.29M | $1.13M | -$158,916.1 | -12.3% |
Loni Adams Daymark Wealth Partners LLC | 51,102 | $696,141.66 | $785,693.25 | $89,551.59 | 12.86% |
Brian Matter Creative Capital Management Investments LLC | 263 | $4,232.51 | $4,037.05 | -$195.46 | -4.62% |
Sheryl Stephens Stephens Consulting LLC | 13,288 | $204,527.2 | $203,476.49 | -$1,050.71 | -0.51% |
Sue Oleari Trifecta Capital Advisors LLC | 44 | $781 | $674.3 | -$106.7 | -13.66% |
| FCP Fidelis Capital Partners LLC Fidelis Capital Partners LLC | 18,337 | $305,306.79 | $280,739.47 | -$24,567.32 | -8.05% |
Steve Alexandrowski GEM Asset Management LLC | 30,977 | $437,441.43 | $476,116.49 | $38,675.06 | 8.84% |
Jeffrey Rosenthal Viawealth LLC | 25,651 | $287,540.84 | $398,360.03 | $110,819.19 | 38.54% |
David Smith Linden Thomas Advisory Services LLC | 116,812 | $1.64M | $1.79M | $146,440.41 | 8.92% |
Paul B. Ordonio Park Place Capital Corp. | 22,938 | $347,911.5 | $353,359.89 | $5,448.39 | 1.57% |