| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Daniel Ronan Catalyst Financial Partners LLC | 10,385 | $198,457 | $199,807.4 | $1,350.4 | 0.68% |
Amanda Hawley Atria Wealth Solutions Inc. | 17,106 | $388,265.05 | $329,119.44 | -$59,145.61 | -15.23% |
John DeMarco Trajan Wealth LLC | 476,912 | $10.07M | $9.05M | -$1.02M | -10.09% |
| XV Xavier Volatier Transatlantique Private Wealth LLC | 29,688 | $512,118 | $571,197.12 | $59,079.12 | 11.54% |
John Ritter Ritter Daniher Financial Advisory LLC / DE | 1,042 | $17,974.39 | $20,048.08 | $2,073.69 | 11.54% |
| BFG Bleakley Financial Group LLC Bleakley Financial Group LLC | 409,508 | $7.49M | $8.06M | $562,402.23 | 7.51% |
CJ Harrison DecisionPoint Financial LLC | 25 | $524.32 | $491.75 | -$32.57 | -6.21% |
| JG John Ginter Callan Family Office LLC | 43,671 | $774,978.5 | $831,059.13 | $56,080.63 | 7.24% |
Anita Woodhouse V-Square Quantitative Management LLC | 44,259 | $923,835.05 | $851,543.16 | -$72,291.89 | -7.83% |
Hajime Yamamoto Resona Asset Management Co. Ltd. | 690,683 | $14.78M | $13.29M | -$1.49M | -10.1% |
Rachel Faulk Cape Investment Advisory Inc. | 264 | $5,045 | $5,192.88 | $147.88 | 2.93% |
| CGL Chester Gary Lloyd Coston, McIsaac & Partners | 411 | $6,974.57 | $7,800.78 | $826.21 | 11.85% |
Mariana Coli Dunhill Financial LLC | 24 | $492.41 | $461.52 | -$30.89 | -6.27% |
Lukas Lindgren Abound Wealth Management | 455 | $8,850.89 | $8,754.2 | -$96.69 | -1.09% |
Drew Phillips Fortitude Family Office LLC | 498 | $8,514.12 | $9,581.52 | $1,067.4 | 12.54% |
Alex Nunnamaker Schechter Investment Advisors LLC | 29,727 | $630,424.72 | $571,947.48 | -$58,477.24 | -9.28% |
Brian Dechow SWAN Capital LLC | 369 | $6,714.14 | $7,003.62 | $289.48 | 4.31% |
| DWM Drive Wealth Management LLC Drive Wealth Management LLC | 54,898 | $1.27M | $1.06M | -$216,692.47 | -17.02% |
Bert D. Barre Colonial Trust Co. / SC | 14,184 | $306,521.84 | $269,921.52 | -$36,600.32 | -11.94% |
Brian Matter Creative Capital Management Investments LLC | 143 | $2,732.73 | $2,751.32 | $18.59 | 0.68% |