| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Christopher Casanega Sharper & Granite LLC | 3,155 | $300,418.9 | $295,812.8 | -$4,606.1 | -1.53% |
Belena Vincetti Fortis Capital Advisors LLC | 6,045 | $575,217.56 | $566,265.37 | -$8,952.19 | -1.56% |
Marc White Clarendon Private LLC | 8,703 | $799,139.18 | $815,253.52 | $16,114.34 | 2.02% |
| BP Brett Pohl Kingdom Financial Group LLC | 2,700 | $256,897.51 | $252,922.5 | -$3,975.01 | -1.55% |
| SS Stephen Smith Kestra Investment Management LLC | 544,803 | $51.58M | $51.03M | -$549,621.53 | -1.07% |
Bree Pate Olisti Co. Wealth LLC | 33 | $3,142 | $3,095.23 | -$46.77 | -1.49% |
Kevin Gray Lodestar Private Asset Management LLC | 14,563 | $1.37M | $1.36M | -$4,219.19 | -0.31% |
Amy Ardeel Icon Wealth Advisors LLC | 137,156 | $12.65M | $12.85M | $200,388.87 | 1.58% |
Crystal McKeon TSA Wealth Managment LLC | 103,238 | $9.71M | $9.67M | -$33,044.15 | -0.34% |
Jonathan Seed Seed Wealth Management Inc. | 9,420 | $864,850 | $882,654 | $17,804 | 2.06% |
Matthew Keyes Heritage Wealth Partners LLC | 2,307 | $216,386 | $216,165.9 | -$220.1 | -0.1% |
| JGK Jonathan G. Kasting Regimen Wealth LLC | 11,479 | $1.08M | $1.08M | $189.01 | 0.02% |
Bill Scoggins First Citizens Asset Management Inc. | 4,545 | $426,628.11 | $425,730.15 | -$897.96 | -0.21% |
Jeffrey Hanson Breakwater Capital Group | 2,598 | $242,153.12 | $243,432.6 | $1,279.48 | 0.53% |
Curtis Packer B.O.S.S. Retirement Advisors LLC | 3,217 | $306,269.03 | $301,593.75 | -$4,675.28 | -1.53% |
David Bach River Street Advisors LLC | 6,212 | $583,245.01 | $582,375 | -$870.01 | -0.15% |
| MV Moises Valladares Insigneo Advisory Services LLC | 27,622 | $2.63M | $2.59M | -$40,105.2 | -1.53% |
John Canning Mi LLCreek Capital Advisors LLC | 767,705 | $71.67M | $71.97M | $297,816.61 | 0.42% |
| MR Michael Radoff LGT Financial Advisors LLC | 4,282 | $407,225.22 | $401,458.91 | -$5,766.31 | -1.42% |
Brendan G. Moody Watershed Private Wealth LLC | 22,468 | $2.11M | $2.11M | -$5,907.94 | -0.28% |