| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| GE Genemarie Eguilior Bulltick Wealth Management LLC | 6,909 | $349,405 | $348,904.5 | -$500.5 | -0.14% |
Richard A. Flora Key Client Fiduciary Advisors LLC | 7,171 | $362,063.79 | $362,135.5 | $71.71 | 0.02% |
Missy Straw Nilsine Partners LLC | 237,062 | $12.02M | $11.97M | -$52,105.18 | -0.43% |
Patrick O'Connell Security Financial Services Inc. | 5,604 | $283,049.43 | $283,002 | -$47.43 | -0.02% |
Daniel Hays Comprehensive Financial Consultants Institutional Inc. | 4,597 | $233,092.06 | $232,148.5 | -$943.56 | -0.4% |
Thomas Mason Mason & Associates Inc. | 372,620 | $18.91M | $18.82M | -$95,078.32 | -0.5% |
Penny Paul Andina Capital Management LLC | 45,206 | $2.29M | $2.28M | -$3,094.43 | -0.14% |
Michael Topley Lansing Street Advisors | 26,422 | $1.33M | $1.33M | $264.22 | 0.02% |
Timothy Gerlach Novem Group | 4,968 | $250,835 | $250,884 | $49 | 0.02% |
Amanda Hawley Atria Wealth Solutions Inc. | 121,021 | $6.14M | $6.11M | -$25,414.41 | -0.41% |
Jeffrey Gilbert Balboa Wealth Partners | 6,186 | $313,568.86 | $312,745.6 | -$823.26 | -0.26% |
David W. Chenet Presidio Capital Management LLC | 361,823 | $18.28M | $18.27M | -$3,626.47 | -0.02% |
| TD Teresa Douberly Ridgeline Wealth LLC | 121,588 | $6.17M | $6.14M | -$25,303.65 | -0.41% |
John DeMarco Trajan Wealth LLC | 80,854 | $4.1M | $4.09M | -$10,365.21 | -0.25% |
| XV Xavier Volatier Transatlantique Private Wealth LLC | 10,611 | $538,246.27 | $535,855.5 | -$2,390.77 | -0.44% |
| DAL Drake & Associates LLC Drake & Associates LLC | 764,333 | $38.31M | $38.64M | $331,725.35 | 0.87% |
Lori Fernicola Castle Wealth Management LLC | 277,549 | $14.07M | $14.02M | -$57,379.9 | -0.41% |
| BFG Bleakley Financial Group LLC Bleakley Financial Group LLC | 203,712 | $10.26M | $10.29M | $26,473.96 | 0.26% |
CJ Harrison DecisionPoint Financial LLC | 2,346 | $118,473 | $118,473 | - | - |
| JG John Ginter Callan Family Office LLC | 6,073 | $306,626 | $307,111.61 | $485.61 | 0.16% |