| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Daniel Ronan Catalyst Financial Partners LLC | 3,396 | $492,913.5 | $474,455.16 | -$18,458.34 | -3.74% |
Amanda Hawley Atria Wealth Solutions Inc. | 10,440 | $1.45M | $1.47M | $21,802.78 | 1.51% |
Matthew Heller Willner & Heller LLC | 3,672 | $505,671.66 | $513,015.12 | $7,343.46 | 1.45% |
| EL Edward Lowndes Angeles Wealth Management LLC | 1,478 | $232,459.84 | $206,491.38 | -$25,968.46 | -11.17% |
Leonid Berline ARMSTRONG ADVISORY GROUP Inc. | 24 | $4,404 | $3,411.36 | -$992.64 | -22.54% |
| XV Xavier Volatier Transatlantique Private Wealth LLC | 5,959 | $684,694.32 | $832,531.89 | $147,837.57 | 21.59% |
| NH Nadine Hofstetter Northwest Bank & Trust Co. | 7,815 | $885,697.7 | $1.09M | $206,135.95 | 23.27% |
John Ritter Ritter Daniher Financial Advisory LLC / DE | 762 | $118,606.86 | $106,657.14 | -$11,949.72 | -10.08% |
| BFG Bleakley Financial Group LLC Bleakley Financial Group LLC | 16,373 | $2.17M | $2.31M | $132,544.56 | 6.1% |
CJ Harrison DecisionPoint Financial LLC | 6 | $1,092 | $840.75 | -$251.25 | -23.01% |
| JG John Ginter Callan Family Office LLC | 27,930 | $4.69M | $3.91M | -$781,535.26 | -16.65% |
Amna Ali Khan GDS Wealth Management | 48,124 | $5.91M | $6.74M | $836,951.88 | 14.17% |
Mark Mowrey Signature Resources Capital Management LLC | 17 | $3,119 | $2,379.49 | -$739.51 | -23.71% |
Albert Moore First National Advisers LLC | 10,429 | $1.37M | $1.46M | $86,667.46 | 6.31% |
| FWA FSM Wealth Advisors LLC FSM Wealth Advisors LLC | 1,776 | $223,247.78 | $248,355.84 | $25,108.06 | 11.25% |
Anita Woodhouse V-Square Quantitative Management LLC | 13,072 | $1.75M | $1.83M | $80,441.28 | 4.59% |
| HY Hajime Yamamoto Resona Asset Management Co. Ltd. | 180,928 | $25.85M | $25.48M | -$371,857.71 | -1.44% |
| DT Desaree Tatum Heritage Wealth Management Inc. | 3,880 | $546,265.64 | $543,685 | -$2,580.64 | -0.47% |
Mariana Coli Dunhill Financial LLC | 63 | $9,351.36 | $8,872.92 | -$478.44 | -5.12% |
Lukas Lindgren Abound Wealth Management | 102 | $12,951.05 | $14,250.42 | $1,299.37 | 10.03% |