| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Allison Brooke Blake WorthPointe LLC | 7,951 | $280,749.81 | $283,373.64 | $2,623.83 | 0.93% |
Jaimie Palmer Beacon Capital Management LLC | 12,267 | $433,147.77 | $437,195.88 | $4,048.11 | 0.93% |
Adam Grossman Mayport LLC | 8,119 | $502,612.02 | $298,779.2 | -$203,832.82 | -40.55% |
David K. Balsdon Harvest Portfolios Group Inc. | 1.15M | $63.34M | $41.13M | -$22.21M | -35.07% |
| CMD Chris M. Denholm Objective Capital Management LLC | 36,096 | $1.56M | $1.29M | -$274,942.34 | -17.61% |
| MFA Millington Financial Advisors LLC Millington Financial Advisors LLC | 9,519 | $336,967.28 | $350,299.2 | $13,331.92 | 3.96% |
Candice Gilman Sofi Wealth LLC | 64,074 | $3.02M | $2.36M | -$660,424.9 | -21.89% |
Christopher M. Marks Sterling Investment Counsel LLC | 7,368 | $260,164.08 | $262,595.52 | $2,431.44 | 0.93% |
Michael Topley Lansing Street Advisors | 86,448 | $4.15M | $3.08M | -$1.07M | -25.71% |
Timothy Gerlach Novem Group | 8,727 | $308,150.37 | $311,030.28 | $2,879.91 | 0.93% |
Timothy Low Forte Asset Management LLC | 164,770 | $6.7M | $5.87M | -$831,453.96 | -12.4% |
Matthew Heller Willner & Heller LLC | 8,786 | $436,224.9 | $313,133.04 | -$123,091.86 | -28.22% |
Jeffrey Gilbert Balboa Wealth Partners | 17,635 | $704,429.68 | $648,615.3 | -$55,814.38 | -7.92% |
Gary M. Coon Finer Wealth Management Inc. | 71,374 | $3.7M | $2.54M | -$1.15M | -31.22% |
Angela Cox W Advisors LLC | 14,634 | $711,534.99 | $521,555.76 | -$189,979.23 | -26.7% |
Kevin Zemann WealthPlan Investment Management LLC | 22,017 | $1.05M | $784,685.88 | -$260,685.75 | -24.94% |
James Rukstalis ESG Planning DBA Harper Investing | 60,443 | $2.8M | $2.15M | -$645,553.18 | -23.06% |
Michael Stulic Astoria Portfolio Advisors LLC | 8,021 | $283,221.51 | $285,868.44 | $2,646.93 | 0.93% |
Leonid Berline ARMSTRONG ADVISORY GROUP Inc. | 4,227 | $155,138.03 | $150,650.28 | -$4,487.75 | -2.89% |
Brad Saenz Coastwise Capital Group LLC | 9,616 | $339,540.96 | $342,714.24 | $3,173.28 | 0.93% |