| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Jeremy Baltz Raleigh Capital Management Inc. | 224 | $2,242.24 | $2,214.24 | -$28 | -1.25% |
| LWL Leo Wealth LLC Leo Wealth LLC | 11,292 | $114,132.96 | $111,621.42 | -$2,511.54 | -2.2% |
Dalila Toledo Ascent Group LLC | 64,438 | $659,834.46 | $639,869.34 | -$19,965.12 | -3.03% |
| EM Erin Mccann Simplicity Wealth LLC | 30,523 | $313,428.77 | $301,719.85 | -$11,708.92 | -3.74% |
Michael Byun SageView Advisory Group LLC | 5,420 | $54,797 | $53,820.6 | -$976.4 | -1.78% |
Amanda Hawley Atria Wealth Solutions Inc. | 44,387 | $377,033.26 | $442,316.45 | $65,283.19 | 17.31% |
Leonid Berline ARMSTRONG ADVISORY GROUP Inc. | 962 | $8,093.54 | $9,749.87 | $1,656.33 | 20.46% |
| BFG Bleakley Financial Group LLC Bleakley Financial Group LLC | 29,924 | $302,239.01 | $298,192.66 | -$4,046.35 | -1.34% |
| JG John Ginter Callan Family Office LLC | 734,570 | $7.51M | $7.3M | -$203,574.17 | -2.71% |
| CGL Chester Gary Lloyd Coston, McIsaac & Partners | 1,372 | $8,355.48 | $13,671.98 | $5,316.5 | 63.63% |
Mariana Coli Dunhill Financial LLC | 1,007 | $10,654 | $10,034.75 | -$619.25 | -5.81% |
Lukas Lindgren Abound Wealth Management | 262 | $2,595.93 | $2,558.43 | -$37.5 | -1.44% |
Alex Nunnamaker Schechter Investment Advisors LLC | 60,817 | $444,075.73 | $606,041.4 | $161,965.67 | 36.47% |
| DWM Drive Wealth Management LLC Drive Wealth Management LLC | 98,513 | $998,676.67 | $981,682.04 | -$16,994.63 | -1.7% |
Bert D. Barre Colonial Trust Co. / SC | 1,944 | $16,903.5 | $19,391.4 | $2,487.9 | 14.72% |
| VL Victoria Latham Fiduciary Alliance LLC | 11,076 | $106,129.34 | $110,372.34 | $4,243 | 4% |
| SS Sheryl Stephens Stephens Consulting LLC | 2,215 | $21,529.32 | $22,094.62 | $565.3 | 2.63% |
| HFT Hui Fai Tam Caitong International Asset Management Co. Ltd. | 237 | $2,372 | $2,376.99 | $4.99 | 0.21% |
| CCW Cassaday & Co. Wealth Management LLC Cassaday & Co. Wealth Management LLC | 414 | $4,145 | $4,152.21 | $7.21 | 0.17% |
Jonathan Seed Seed Wealth Management Inc. | 26,580 | $213,160.01 | $266,584.11 | $53,424.1 | 25.06% |