| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Marshall McCormick Fingerlakes Wealth Management Inc. | 16,669 | $1.39M | $1.32M | -$75,402.29 | -5.42% |
Jay Richards Investment Advisory Group LLC | 2,282 | $200,291.14 | $182,194.88 | -$18,096.26 | -9.03% |
Andrew Burkey Joseph Group Capital Management | 622 | $52,537.53 | $49,691.58 | -$2,845.95 | -5.42% |
Sean Reitenbach Prosperity Consulting Group LLC | 12,738 | $1.06M | $1.02M | -$42,263.78 | -3.99% |
Kathleen Thornhill Confluence Wealth Services Inc. | 56,639 | $4.43M | $4.51M | $79,737.56 | 1.8% |
Bill McVay Red Tortoise LLC | 158 | $9,596.92 | $12,602.08 | $3,005.16 | 31.31% |
Samantha Pierangeli City State Bank | 10,466 | $808,130.67 | $835,919.42 | $27,788.75 | 3.44% |
| TRI Trail Ridge Investment Advisors LLC Trail Ridge Investment Advisors LLC | 20,197 | $1.81M | $1.61M | -$193,453.78 | -10.72% |
| TA Thomas Anderton 626 Financial LLC | 2,981 | $272,884.37 | $235,767.29 | -$37,117.08 | -13.6% |
Morgan Christen Spinnaker Investment Group LLC | 2,690 | $218,634.62 | $214,729.25 | -$3,905.37 | -1.79% |
| MWM Marion Wealth Management Marion Wealth Management | 20,397 | $1.61M | $1.64M | $29,597.07 | 1.84% |
Brenda Bickle Adamsbrown Wealth Consultants LLC | 2,672 | $247,853.43 | $213,065.28 | -$34,788.15 | -14.04% |
W. Travis McKinney HB Wealth Management LLC | 224,772 | $17.58M | $17.75M | $163,366.66 | 0.93% |
| LF Lukas Feh LGT Group Foundation | 2.55M | $197.03M | $203.79M | $6.76M | 3.43% |
Martin Schoeffel LGT Fund Management Co. Ltd. | 184,907 | $16.23M | $14.76M | -$1.47M | -9.05% |
| MC mike Chen Byrne Asset Management LLC | 1,759 | $148,385.77 | $140,339.35 | -$8,046.42 | -5.42% |
Mark Perrault Intergy Private Wealth LLC | 4,522 | $330,000.55 | $360,855.6 | $30,855.05 | 9.35% |
| NWL Nicholas Wealth LLC Nicholas Wealth LLC | 15,049 | $1.1M | $1.2M | $102,557.16 | 9.36% |
Nathan Geraci ETF Store Inc. | 3,936 | $286,411.85 | $310,452 | $24,040.15 | 8.39% |
| GBW Granite Bay Wealth Management LLC Granite Bay Wealth Management LLC | 5,524 | $484,841.48 | $440,704.72 | -$44,136.76 | -9.1% |