| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| EM Erin Mccann Simplicity Wealth LLC | 11,053 | $254,771.64 | $255,213.77 | $442.13 | 0.17% |
Dan Mohr Retireful LLC | 14,309 | $296,539.42 | $323,240.31 | $26,700.89 | 9% |
David K. Balsdon Harvest Portfolios Group Inc. | 251,132 | $5.79M | $5.75M | -$40,181.52 | -0.69% |
Amanda Hawley Atria Wealth Solutions Inc. | 15,565 | $211,823.06 | $351,613.35 | $139,790.29 | 65.99% |
Leonid Berline ARMSTRONG ADVISORY GROUP Inc. | 989 | $17,168.13 | $22,341.51 | $5,173.38 | 30.13% |
| BFG Bleakley Financial Group LLC Bleakley Financial Group LLC | 30,806 | $604,620.97 | $715,007.26 | $110,386.29 | 18.26% |
CJ Harrison DecisionPoint Financial LLC | 22 | $512 | $510.62 | -$1.38 | -0.27% |
| JG John Ginter Callan Family Office LLC | 25,991 | $472,805.48 | $589,735.79 | $116,930.31 | 24.73% |
Anita Woodhouse V-Square Quantitative Management LLC | 25,655 | $336,853.54 | $579,546.45 | $242,692.91 | 72.05% |
Hajime Yamamoto Resona Asset Management Co. Ltd. | 271,545 | $4.31M | $6.13M | $1.83M | 42.37% |
Rachel Faulk Cape Investment Advisory Inc. | 964 | $22,211 | $22,258.76 | $47.76 | 0.22% |
Mariana Coli Dunhill Financial LLC | 99 | $1,700.89 | $2,250.27 | $549.38 | 32.3% |
Lukas Lindgren Abound Wealth Management | 1,208 | $21,059.34 | $27,288.72 | $6,229.38 | 29.58% |
Drew Phillips Fortitude Family Office LLC | 771 | $14,300.78 | $17,416.89 | $3,116.11 | 21.79% |
Brian Dechow SWAN Capital LLC | 37 | $522 | $846.93 | $324.93 | 62.25% |
Bert D. Barre Colonial Trust Co. / SC | 34 | $580.92 | $771.46 | $190.54 | 32.8% |
| FFP FourThought Financial Partners LLC FourThought Financial Partners LLC | 10,376 | $178,449.51 | $237,506.64 | $59,057.13 | 33.09% |
Loni Adams Daymark Wealth Partners LLC | 23,245 | $272,348.65 | $525,104.55 | $252,755.9 | 92.81% |
Brian Matter Creative Capital Management Investments LLC | 203 | $4,679.15 | $4,585.77 | -$93.38 | -2% |
Belena Vincetti Fortis Capital Advisors LLC | 11,972 | $227,123.81 | $270,447.48 | $43,323.67 | 19.07% |