| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Michael Byun SageView Advisory Group LLC | 1,062 | $80,617 | $50,434.38 | -$30,182.62 | -37.44% |
Leanne Menzel Smallwood Wealth Investment Management LLC | 900 | $26,721 | $42,741 | $16,020 | 59.95% |
Amanda Hawley Atria Wealth Solutions Inc. | 6,416 | $298,023.2 | $304,086.32 | $6,063.12 | 2.03% |
Jeffrey Gilbert Balboa Wealth Partners | 17,934 | $1.42M | $857,689.96 | -$563,651.48 | -39.66% |
| EL Edward Lowndes Angeles Wealth Management LLC | 4,026 | $119,531.94 | $192,542.64 | $73,010.7 | 61.08% |
Kevin Zemann WealthPlan Investment Management LLC | 24,241 | $701,781.71 | $1.16M | $457,539.27 | 65.2% |
John Ritter Ritter Daniher Financial Advisory LLC / DE | 421 | $19,555.45 | $19,553.34 | -$2.11 | -0.01% |
| BFG Bleakley Financial Group LLC Bleakley Financial Group LLC | 12,228 | $254,746.19 | $579,546.06 | $324,799.87 | 127.5% |
CJ Harrison DecisionPoint Financial LLC | 67 | $3,112.15 | $3,195.23 | $83.08 | 2.67% |
| JG John Ginter Callan Family Office LLC | 3,854 | $331,612.41 | $183,334.78 | -$148,277.63 | -44.71% |
Mariana Coli Dunhill Financial LLC | 8 | $593.14 | $379.16 | -$213.98 | -36.08% |
| DP Drew Phillips Fortitude Family Office LLC | 280 | $14,750.26 | $13,335.14 | -$1,415.12 | -9.59% |
Brian Dechow SWAN Capital LLC | 42 | $2,431.95 | $1,990.59 | -$441.36 | -18.15% |
Bert D. Barre Colonial Trust Co. / SC | 637 | $21,890.87 | $30,337.44 | $8,446.57 | 38.58% |
| VL Victoria Latham Fiduciary Alliance LLC | 17,724 | $1.09M | $840,028.98 | -$248,326.96 | -22.82% |
Belena Vincetti Fortis Capital Advisors LLC | 9,885 | $696,991 | $470,778.07 | -$226,212.93 | -32.46% |
| JS Jeffrey Starkey Kooman & Associates | 4,507 | $209,350 | $214,648.13 | $5,298.13 | 2.53% |
| SO Sue Oleari Trifecta Capital Advisors LLC | 200 | $18,274 | $9,525.1 | -$8,748.9 | -47.88% |
| SR Scott Register Register Financial Advisors LLC | 87,364 | $2.64M | $4.34M | $1.7M | 64.44% |
Bree Pate Olisti Co. Wealth LLC | 1,000 | $75,910 | $46,940 | -$28,970 | -38.16% |