| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Marc H. Stone Tyler-Stone Wealth Management | 1,090 | $232,612.88 | $194,455.99 | -$38,156.89 | -16.4% |
Missy Straw Nilsine Partners LLC | 5,240 | $924,844.4 | $934,815.95 | $9,971.55 | 1.08% |
Dalila Toledo Ascent Group LLC | 9,457 | $2.12M | $1.79M | -$332,148.03 | -15.64% |
| EM Erin Mccann Simplicity Wealth LLC | 6,992 | $1.48M | $1.32M | -$156,014.51 | -10.58% |
| KB Kimberly Byrne Bill Few Associates Inc. | 3,110 | $541,442.25 | $550,501.08 | $9,058.83 | 1.67% |
Nichole Raftopoulos Nvest Financial LLC | 2,535 | $510,878.55 | $473,563.35 | -$37,315.2 | -7.3% |
Katie Christensen iSAM Funds UKK) Ltd | 8,800 | $1.47M | $1.65M | $180,928 | 12.34% |
Adam Grossman Mayport LLC | 2,903 | $561,514.3 | $549,770.14 | -$11,744.16 | -2.09% |
Daniel Lavoie Walter Public Investments Inc. | 37,386 | $7.99M | $7.05M | -$945,894.93 | -11.83% |
Timothy Gerlach Novem Group | 6,292 | $1.28M | $1.12M | -$159,306.49 | -12.43% |
Daniel Ronan Catalyst Financial Partners LLC | 1,715 | $337,842.01 | $305,955.98 | -$31,886.03 | -9.44% |
Amanda Hawley Atria Wealth Solutions Inc. | 3,364 | $690,998.54 | $627,520.56 | -$63,477.98 | -9.19% |
Lincoln Bach Delap Wealth Advisory LLC | 8,335 | $1.59M | $1.55M | -$34,829.81 | -2.19% |
Edward Lowndes Angeles Wealth Management LLC | 1,214 | $202,337.38 | $216,577.59 | $14,240.21 | 7.04% |
| TL Tradewinds LLC Tradewinds LLC | 1,791 | $347,257.82 | $337,110.97 | -$10,146.85 | -2.92% |
Nadine Hofstetter Northwest Bank & Trust Co. | 4,063 | $770,716.71 | $763,722.11 | -$6,994.6 | -0.91% |
| BFG Bleakley Financial Group LLC Bleakley Financial Group LLC | 46,313 | $8.13M | $8.74M | $609,059.74 | 7.49% |
CJ Harrison DecisionPoint Financial LLC | 4 | $871.33 | $746.16 | -$125.17 | -14.37% |
| JG John Ginter Callan Family Office LLC | 66,601 | $14.06M | $12.41M | -$1.65M | -11.72% |
Anu Prabhu Altrius Capital Management Inc. | 33,756 | $5.63M | $6.3M | $675,288.78 | 12% |