| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| SFL Safeguard Financial LLC Safeguard Financial LLC | 3,291 | $222,767.79 | $190,022.34 | -$32,745.45 | -14.7% |
| MFA Millington Financial Advisors LLC Millington Financial Advisors LLC | 38,279 | $2.46M | $2.17M | -$287,443.69 | -11.69% |
Daniel Ronan Catalyst Financial Partners LLC | 5,244 | $368,246.94 | $302,788.56 | -$65,458.38 | -17.78% |
Amanda Hawley Atria Wealth Solutions Inc. | 17,238 | $1.17M | $995,322.12 | -$171,518.1 | -14.7% |
Lincoln Bach Delap Wealth Advisory LLC | 5,168 | $236,229.24 | $298,400.32 | $62,171.08 | 26.32% |
Sean Murray Quantum Financial Advisors LLC | 3,926 | $226,165.56 | $226,687.24 | $521.68 | 0.23% |
Edward Lowndes Angeles Wealth Management LLC | 4,767 | $331,408.8 | $275,246.58 | -$56,162.22 | -16.95% |
Angela Cox W Advisors LLC | 23,880 | $1.09M | $1.38M | $288,363.96 | 26.44% |
Michael Stulic Astoria Portfolio Advisors LLC | 6,013 | $339,548.47 | $347,190.62 | $7,642.15 | 2.25% |
Leonid Berline ARMSTRONG ADVISORY GROUP Inc. | 56 | $3,775 | $3,233.44 | -$541.56 | -14.35% |
| DAL Drake & Associates LLC Drake & Associates LLC | 10,154 | $728,346.42 | $573,497.92 | -$154,848.5 | -21.26% |
John Ritter Ritter Daniher Financial Advisory LLC / DE | 3,619 | $175,361.79 | $208,961.06 | $33,599.27 | 19.16% |
| BFG Bleakley Financial Group LLC Bleakley Financial Group LLC | 13,901 | $700,107.08 | $787,908.68 | $87,801.6 | 12.54% |
CJ Harrison DecisionPoint Financial LLC | 15 | $919.67 | $850.2 | -$69.47 | -7.55% |
| JG John Ginter Callan Family Office LLC | 46,834 | $3.3M | $2.63M | -$662,653.51 | -20.1% |
Jonmichael Dolgetta Advanced Portfolio Management LLC | 6,593 | $411,931 | $380,679.82 | -$31,251.18 | -7.59% |
Anita Woodhouse V-Square Quantitative Management LLC | 16,449 | $936,528.33 | $949,765.26 | $13,236.93 | 1.41% |
Hajime Yamamoto Resona Asset Management Co. Ltd. | 253,939 | $14.69M | $14.66M | -$31,385.27 | -0.21% |
Rachel Faulk Cape Investment Advisory Inc. | 109 | $6,053 | $6,178.12 | $125.12 | 2.07% |
| DT Desaree Tatum Heritage Wealth Management Inc. | 19,266 | $1.07M | $1.11M | $42,591.84 | 3.98% |