| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| NS Nathalie Senent AG2R La Mondiale Gestion D'Actifs | 8,197 | $1.41M | $1.43M | $20,314.85 | 1.44% |
Bayforest Capital Ltd. Bayforest Capital Ltd. | 688 | $125,202.38 | $123,551.04 | -$1,651.34 | -1.32% |
Carol Somoano Asset Planning Inc. | 144 | $24,492.61 | $25,207.2 | $714.59 | 2.92% |
REAP Financial Group LLC REAP Financial Group LLC | 513 | $91,017.4 | $89,800.65 | -$1,216.75 | -1.34% |
| CSI Clark & Stuart Inc. Clark & Stuart Inc. | 7,589 | $1.29M | $1.33M | $35,999.93 | 2.79% |
Pollock Investment Advisors LLC Pollock Investment Advisors LLC | 5,450 | $922,957.97 | $954,022.52 | $31,064.55 | 3.37% |
VestGen Advisors LLC VestGen Advisors LLC | 1,441 | $299,569.49 | $263,342.75 | -$36,226.74 | -12.09% |
Aaron Byrd Inkwell Capital LLC | 18,270 | $3.23M | $3.2M | -$29,859.37 | -0.93% |
| VWA VSM Wealth Advisory LLC VSM Wealth Advisory LLC | 330 | $56,482 | $57,766.5 | $1,284.5 | 2.27% |
Allyson Mickool Florida Financial Advisors LLC | 1,481 | $284,639.1 | $269,941.87 | -$14,697.23 | -5.16% |
Grant Reeves CVFG LLC | 17,381 | $3.61M | $3.18M | -$436,958.25 | -12.09% |
Bradley Wilson Crews Bank & Trust | 4 | $677 | $700.2 | $23.2 | 3.43% |
| RN Ron New Whipplewood Advisors LLC | 5 | $1,039.46 | $875.25 | -$164.21 | -15.8% |
George Hall II One8Zero8 LLC | 2,950 | $499,412.59 | $537,696.5 | $38,283.91 | 7.67% |
| WCP Wealthcare Capital Partners LLC Wealthcare Capital Partners LLC | 1,496 | $254,070.81 | $261,874.8 | $7,803.99 | 3.07% |
Samira Kadam Synergy Investment Management LLC | 53 | $10,291.28 | $9,763.66 | -$527.62 | -5.13% |
Clare Market Investments LLC Clare Market Investments LLC | 4,930 | $841,857.75 | $862,996.51 | $21,138.76 | 2.51% |
| BM Berkeley Meredith Hughes Financial Services LLC | 14 | $2,429.1 | $2,450.7 | $21.6 | 0.89% |
| EG Ethan Gilbert Rialto Wealth Management LLC | 432 | $73,460.43 | $78,948 | $5,487.57 | 7.47% |
| BR Brian Runkles Frederick Financial Consultants LLC | 1,473 | $249,639.13 | $271,356.06 | $21,716.93 | 8.7% |