| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| SD Stephen Dunnaway Brown Shipley& Co Ltd | 3,169 | $74,842.36 | $82,188.01 | $7,345.65 | 9.81% |
Dalila Toledo Ascent Group LLC | 17,064 | $444,346.56 | $442,981.44 | -$1,365.12 | -0.31% |
| EM Erin Mccann Simplicity Wealth LLC | 11,087 | $249,346.63 | $288,793.07 | $39,446.44 | 15.82% |
Michael Byun SageView Advisory Group LLC | 4,122 | $99,956 | $107,007.12 | $7,051.12 | 7.05% |
| KB Kimberly Byrne Bill Few Associates Inc. | 91,984 | $2.92M | $2.4M | -$527,670.71 | -18.05% |
Leanne Menzel Smallwood Wealth Investment Management LLC | 73 | $2,200.25 | $1,895.08 | -$305.17 | -13.87% |
| BPN Brent P. Nicks Strategic Planning Inc. | 277,613 | $8.41M | $7.21M | -$1.2M | -14.29% |
Amanda Hawley Atria Wealth Solutions Inc. | 26,691 | $975,332.9 | $691,964.17 | -$283,368.73 | -29.05% |
| GMC Gary M. Coon Finer Wealth Management Inc. | 14,564 | $507,097.98 | $378,081.44 | -$129,016.54 | -25.44% |
| BFG Bleakley Financial Group LLC Bleakley Financial Group LLC | 144,523 | $3.31M | $3.75M | $436,913.04 | 13.2% |
| JG John Ginter Callan Family Office LLC | 10,252 | $248,005.46 | $265,118.77 | $17,113.31 | 6.9% |
| RD Rodrigo Diaz Plan Group Financial LLC | 10,987 | $247,098 | $284,123.82 | $37,025.82 | 14.98% |
Anu Prabhu Altrius Capital Management Inc. | 234,474 | $7.43M | $6.06M | -$1.36M | -18.37% |
Mark Mowrey Signature Resources Capital Management LLC | 53 | $1,187 | $1,373.23 | $186.23 | 15.69% |
Daniel McEnroe Azimuth Capital Investment Management LLC | 9,783 | $237,237.75 | $252,988.38 | $15,750.63 | 6.64% |
Anita Woodhouse V-Square Quantitative Management LLC | 18,812 | $537,766.29 | $486,482.08 | -$51,284.21 | -9.54% |
| HY Hajime Yamamoto Resona Asset Management Co. Ltd. | 267,030 | $9.68M | $6.92M | -$2.75M | -28.47% |
Mariana Coli Dunhill Financial LLC | 13 | $330.95 | $337.02 | $6.07 | 1.83% |
| LWM Lodestone Wealth Management LLC Lodestone Wealth Management LLC | 179 | $4,331 | $4,628.98 | $297.98 | 6.88% |
Lukas Lindgren Abound Wealth Management | 453 | $10,934.36 | $11,448.4 | $514.04 | 4.7% |