| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| GBW Granite Bay Wealth Management LLC Granite Bay Wealth Management LLC | 5,632 | $1.37M | $1.19M | -$178,140.16 | -13.05% |
Jeremy Baltz Raleigh Capital Management Inc. | 38 | $8,449.28 | $7,925.66 | -$523.62 | -6.2% |
Robert Sinnaeve SS&H Financial Advisors Inc. | 9,675 | $1.22M | $2.03M | $807,282 | 65.91% |
William Jollie Quent Capital LLC | 19 | $4,079.11 | $3,931.48 | -$147.63 | -3.62% |
Timothy R. Guthrie Bullseye Investment Management LLC | 4 | $875 | $835.6 | -$39.4 | -4.5% |
Marc H. Stone Tyler-Stone Wealth Management | 3,041 | $480,279.87 | $635,006.41 | $154,726.54 | 32.22% |
Dalila Toledo Ascent Group LLC | 1,017 | $212,983.22 | $212,176.71 | -$806.51 | -0.38% |
| EM Erin Mccann Simplicity Wealth LLC | 2,266 | $549,323.72 | $465,153.15 | -$84,170.57 | -15.32% |
Thomas Mason Mason & Associates Inc. | 1,122 | $245,437.5 | $236,483.94 | -$8,953.56 | -3.65% |
David T. Morgan High Net Worth Advisory Group LLC | 1,486 | $325,062.5 | $309,808.71 | -$15,253.79 | -4.69% |
Samuel Miller Kraft, Davis & Associates LLC | 39,541 | $7.83M | $8.34M | $507,613.56 | 6.48% |
Leanne Menzel Smallwood Wealth Investment Management LLC | 22 | $4,723.18 | $4,588.54 | -$134.64 | -2.85% |
Christopher Warner WARNER FINANCIAL Inc. | 5,386 | $652,314.31 | $1.13M | $479,822.89 | 73.56% |
Amanda Hawley Atria Wealth Solutions Inc. | 16,881 | $2.05M | $3.49M | $1.44M | 70.36% |
Leonid Berline ARMSTRONG ADVISORY GROUP Inc. | 446 | $82,440.74 | $91,425.54 | $8,984.8 | 10.9% |
John Ritter Ritter Daniher Financial Advisory LLC / DE | 100 | $9,917 | $20,886 | $10,969 | 110.61% |
| JG John Ginter Callan Family Office LLC | 1,533 | $222,822 | $315,008.5 | $92,186.5 | 41.37% |
| JB Jodi Burnett Invictus Private Wealth LLC | 900 | $218,178 | $184,941 | -$33,237 | -15.23% |
Rodrigo Diaz Plan Group Financial LLC | 2,414 | $525,970.11 | $503,439.7 | -$22,530.41 | -4.28% |
Mark Mowrey Signature Resources Capital Management LLC | 175 | $36,707.79 | $36,587.25 | -$120.54 | -0.33% |