| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
James Langer Redmont Wealth Advisors LLC | 30,245 | $862,284.95 | $870,299.87 | $8,014.92 | 0.93% |
Samantha Pierangeli City State Bank | 43 | $1,139.93 | $1,237.32 | $97.39 | 8.54% |
W. Travis McKinney HB Wealth Management LLC | 10,834 | $308,735.73 | $309,744.06 | $1,008.33 | 0.33% |
William Jollie Quent Capital LLC | 1,377 | $45,817.21 | $39,698.91 | -$6,118.3 | -13.35% |
Michael Byun SageView Advisory Group LLC | 889 | $26,555 | $25,612.09 | -$942.91 | -3.55% |
Taro Kuriyama Axq Capita LLP | 15,498 | $433,944 | $446,807.34 | $12,863.34 | 2.96% |
Leonid Berline ARMSTRONG ADVISORY GROUP Inc. | 1,876 | $52,547.38 | $54,047.56 | $1,500.18 | 2.85% |
Hajime Yamamoto Resona Asset Management Co. Ltd. | 68,295 | $1.89M | $1.95M | $63,379.49 | 3.35% |
Mariana Coli Dunhill Financial LLC | 11 | $336 | $319 | -$17 | -5.06% |
| LWM Lodestone Wealth Management LLC Lodestone Wealth Management LLC | 180 | $5,377 | $5,133.6 | -$243.4 | -4.53% |
Lukas Lindgren Abound Wealth Management | 8 | $236 | $230.48 | -$5.52 | -2.34% |
Drew Phillips Fortitude Family Office LLC | 391 | $11,622.14 | $11,507.13 | -$115.01 | -0.99% |
| YG Youse Guia DoubleLine ETF Adviser LP | 8,006 | $233,841.91 | $230,092.44 | -$3,749.47 | -1.6% |
Cornell P. Abod Beacon Investment Advisors LLC | 49,830 | $1.49M | $1.43M | -$60,274.32 | -4.04% |
| BP Brett Pohl Kingdom Financial Group LLC | 15 | $420 | $430.5 | $10.5 | 2.5% |
Stephen Smith Kestra Investment Management LLC | 7,315 | $204,820 | $209,940.5 | $5,120.5 | 2.5% |
Ashley Buboltz Moran Wealth Management LLC | 10,462 | $292,936 | $300,887.12 | $7,951.12 | 2.71% |
Kevin Kroskey True Wealth Design LLC | 659 | $19,806.69 | $18,985.79 | -$820.9 | -4.14% |
Steven J. Chapman Perbak Capital Partners LLP | 35,467 | $1.01M | $1.02M | $8,515.23 | 0.84% |
Scott Boyce Decker Retirement Planning Inc. | 100 | $2,902.5 | $2,859.5 | -$43 | -1.48% |