| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
James Rukstalis ESG Planning DBA Harper Investing | 60,443 | $2.8M | $2.81M | $9,346.72 | 0.33% |
Michael Stulic Astoria Portfolio Advisors LLC | 8,021 | $283,221.51 | $369,888.41 | $86,666.9 | 30.6% |
Leonid Berline ARMSTRONG ADVISORY GROUP Inc. | 4,227 | $155,138.03 | $196,978.2 | $41,840.17 | 26.97% |
Brad Saenz Coastwise Capital Group LLC | 9,616 | $339,540.96 | $446,182.4 | $106,641.44 | 31.41% |
| MK Malinda Khauv Cercano Management LLC | 117,140 | $6.21M | $5.42M | -$793,623.5 | -12.77% |
John Ritter Ritter Daniher Financial Advisory LLC / DE | 803 | $44,279.59 | $36,769.37 | -$7,510.22 | -16.96% |
| BFG Bleakley Financial Group LLC Bleakley Financial Group LLC | 183,989 | $10.94M | $8.54M | -$2.4M | -21.96% |
CJ Harrison DecisionPoint Financial LLC | 3,705 | $207,820.37 | $172,615.95 | -$35,204.42 | -16.94% |
| JG John Ginter Callan Family Office LLC | 12,601 | $572,223.24 | $586,135.51 | $13,912.27 | 2.43% |
Mark Mowrey Signature Resources Capital Management LLC | 1,554 | $65,972.87 | $71,717.1 | $5,744.23 | 8.71% |
| FWA FSM Wealth Advisors LLC FSM Wealth Advisors LLC | 6,670 | $390,512.33 | $307,753.8 | -$82,758.53 | -21.19% |
David Hunter Horizons Wealth Management | 776 | $47,498.96 | $36,157.72 | -$11,341.24 | -23.88% |
Rachel Faulk Cape Investment Advisory Inc. | 20,928 | $1.03M | $975,035.52 | -$58,547.86 | -5.66% |
| CGL Chester Gary Lloyd Coston, McIsaac & Partners | 925 | $35,538.5 | $42,628.62 | $7,090.12 | 19.95% |
Mariana Coli Dunhill Financial LLC | 2,065 | $134,225 | $96,208.35 | -$38,016.65 | -28.32% |
Kyle R. Spahn Spahn Wealth & Retirement LLC | 37,539 | $1.33M | $1.73M | $401,291.91 | 30.27% |
| LWM Lodestone Wealth Management LLC Lodestone Wealth Management LLC | 101 | $5,015 | $4,648.8 | -$366.2 | -7.3% |
Lukas Lindgren Abound Wealth Management | 257 | $13,894.2 | $11,977.48 | -$1,916.72 | -13.8% |
Drew Phillips Fortitude Family Office LLC | 9,829 | $347,061.99 | $457,933.11 | $110,871.12 | 31.95% |
Paul Saltaformaggio Hibernia Wealth Partners LLC | 6,357 | $304,102.53 | $295,409.79 | -$8,692.74 | -2.86% |