| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| SP Samantha Pierangeli City State Bank | 75 | $3,140.25 | $3,237 | $96.75 | 3.08% |
Brian O'Rourke O'ROURKE & COMPANY Inc. | 7,954 | $349,878.87 | $343,294.64 | -$6,584.23 | -1.88% |
Courtney Lawson Autumn Glory Partners LLC | 21,084 | $889,577.43 | $909,985.44 | $20,408.01 | 2.29% |
| WJ William Jollie Quent Capital LLC | 15 | $728.4 | $647.4 | -$81 | -11.12% |
Michael Byun SageView Advisory Group LLC | 497 | $24,135 | $21,450.52 | -$2,684.48 | -11.12% |
| BFG Bleakley Financial Group LLC Bleakley Financial Group LLC | 11,111 | $468,969.73 | $479,550.76 | $10,581.03 | 2.26% |
Anita Woodhouse V-Square Quantitative Management LLC | 1,282 | $62,257.23 | $55,331.12 | -$6,926.11 | -11.12% |
Mariana Coli Dunhill Financial LLC | 2 | $97.12 | $86.32 | -$10.8 | -11.12% |
| DP Drew Phillips Fortitude Family Office LLC | 14 | $729.5 | $604.24 | -$125.26 | -17.17% |
Ashley Buboltz Moran Wealth Management LLC | 46,266 | $2.22M | $2M | -$220,406.11 | -9.94% |
| IR Ira Ravitz Beverly Hills Private Wealth LLC | 4,921 | $215,393.34 | $212,390.36 | -$3,002.98 | -1.39% |
Kevin Kroskey True Wealth Design LLC | 3 | $126 | $129.48 | $3.48 | 2.76% |
| JC Jared Calvert Buck Wealth Strategies LLC | 189,103 | $9.13M | $8.16M | -$971,639.26 | -10.64% |
| DD Damir Durkovic Entropy Technologies, LP | 7,851 | $381,244.72 | $338,849.16 | -$42,395.56 | -11.12% |
Alexandra Stickelman Root Financial Partners, LLC | 241 | $12,551.59 | $10,401.56 | -$2,150.03 | -17.13% |
Robert Green LECAP ASSET MANAGEMENT LTD | 6,731 | $355,262.09 | $290,509.96 | -$64,752.13 | -18.23% |
| AA Andrew Alkon EntryPoint Capital, LLC | 5,069 | $246,150.43 | $218,778.04 | -$27,372.39 | -11.12% |
Christopher C. Powers Farther Finance Advisors, LLC | 711 | $31,483.06 | $30,686.76 | -$796.3 | -2.53% |
Mathieu Cornu Pictet Asset Management Holding SA | 15,758 | $659,169.12 | $680,115.28 | $20,946.16 | 3.18% |
Patrick J. DiNuzzo DiNuzzo Private Wealth, Inc. | 8 | $381.12 | $345.28 | -$35.84 | -9.4% |