| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Courtney Haddad Concurrent Investment Advisors, LLC | 130,177 | $1.39M | $1.43M | $35,728.45 | 2.57% |
Amir Har-El Savvy Advisors, Inc. | 15,417 | $162,033 | $168,970.32 | $6,937.32 | 4.28% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 244 | $2,535 | $2,673.02 | $138.02 | 5.44% |
| RJ Rebecca Judd Pathstone Holdings, LLC | 895,285 | $9.42M | $9.8M | $383,380.61 | 4.07% |
Cynthia Schlanger Ashton Thomas Private Wealth, LLC | 19,500 | $215,059.36 | $213,525 | -$1,534.36 | -0.71% |
Highline Wealth Partners LLC Highline Wealth Partners LLC | 500 | $5,540 | $5,535 | -$5 | -0.09% |
Neil Azous Rareview Capital LLC | 461,043 | $5.01M | $5.06M | $56,046.01 | 1.12% |
Heather Scully NWF Advisory Services Inc. | 10,115 | $106,309 | $110,860.4 | $4,551.4 | 4.28% |
| AFI Atala Financial Inc. Atala Financial Inc. | 54,739 | $575,306.89 | $599,118.35 | $23,811.46 | 4.14% |
| CW Chung Wu Chung Wu Investment Group LLC | 10,000 | $107,260 | $109,402 | $2,142 | 2% |
| DN Daniel Newman Noble Wealth Management PBC | 62,472 | $661,861.01 | $682,506.6 | $20,645.59 | 3.12% |
| TS Todd Stoner Disciplined Investors LLC | 14,500 | $157,760 | $158,412.5 | $652.5 | 0.41% |
Nicole Reese WPG Advisers LLC | 655 | $7,024.53 | $7,159.15 | $134.62 | 1.92% |
Virtue Asset Management LLC Virtue Asset Management LLC | 35,606 | $374,219 | $389,173.58 | $14,954.58 | 4% |