| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| MWM Marion Wealth Management Marion Wealth Management | 3,013 | $238,599.47 | $239,292.46 | $692.99 | 0.29% |
W. Travis McKinney HB Wealth Management LLC | 4,990 | $433,140.02 | $391,116.2 | -$42,023.82 | -9.7% |
Jeremy Baltz Raleigh Capital Management Inc. | 1 | $84.71 | $79.98 | -$4.73 | -5.58% |
William Jollie Quent Capital LLC | 1,890 | $168,773.02 | $148,138.2 | -$20,634.82 | -12.23% |
| RFA Resurgent Financial Advisors LLC Resurgent Financial Advisors LLC | 3,867 | $298,571.07 | $309,050.64 | $10,479.57 | 3.51% |
| EM Erin Mccann Simplicity Wealth LLC | 4,220 | $325,826.2 | $333,105.7 | $7,279.5 | 2.23% |
Michael Byun SageView Advisory Group LLC | 3,243 | $198,474.74 | $259,488.64 | $61,013.9 | 30.74% |
Taro Kuriyama Axq Capita LLP | 9,324 | $719,906 | $737,062.2 | $17,156.2 | 2.38% |
Timothy Gerlach Novem Group | 4,755 | $288,533 | $379,639.2 | $91,106.2 | 31.58% |
Amanda Hawley Atria Wealth Solutions Inc. | 3,338 | $181,811.22 | $261,632.44 | $79,821.22 | 43.9% |
Leonid Berline ARMSTRONG ADVISORY GROUP Inc. | 100 | $5,635.4 | $7,892 | $2,256.6 | 40.04% |
| BFG Bleakley Financial Group LLC Bleakley Financial Group LLC | 75,776 | $4.78M | $5.99M | $1.22M | 25.52% |
CJ Harrison DecisionPoint Financial LLC | 16 | $1,331 | $1,254.08 | -$76.92 | -5.78% |
| JG John Ginter Callan Family Office LLC | 2,714 | $226,043.72 | $213,686.79 | -$12,356.93 | -5.47% |
Hajime Yamamoto Resona Asset Management Co. Ltd. | 5,080 | $459,425.96 | $407,466.8 | -$51,959.16 | -11.31% |
Mariana Coli Dunhill Financial LLC | 20 | $1,894.55 | $1,567.6 | -$326.95 | -17.26% |
Drew Phillips Fortitude Family Office LLC | 134 | $11,567.13 | $10,502.92 | -$1,064.21 | -9.2% |
Bert D. Barre Colonial Trust Co. / SC | 90 | $5,593.44 | $7,098.3 | $1,504.86 | 26.9% |
Brian Matter Creative Capital Management Investments LLC | 17 | $1,312.57 | $1,332.46 | $19.89 | 1.52% |
| BP Brett Pohl Kingdom Financial Group LLC | 79 | $6,100 | $6,336.59 | $236.59 | 3.88% |