| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Stephen Smith Kestra Investment Management LLC | 6,536 | $492,226.54 | $522,357.12 | $30,130.58 | 6.12% |
Sue Oleari Trifecta Capital Advisors LLC | 14 | $1,020 | $1,119.3 | $99.3 | 9.74% |
Amy Ardeel Icon Wealth Advisors LLC | 5,616 | $409,013.28 | $450,178.56 | $41,165.28 | 10.06% |
| AAL Avraham A. Levitan Glass Jacobson Investment Advisors LLC | 30 | $2,413.9 | $2,400.9 | -$13 | -0.54% |
Paul L. Moffat Arista Wealth Management LLC | 4,158 | $302,827 | $334,864.53 | $32,037.53 | 10.58% |
Moises Valladares Insigneo Advisory Services LLC | 3,409 | $270,932.82 | $273,742.7 | $2,809.88 | 1.04% |
David Smith Linden Thomas Advisory Services LLC | 27,921 | $2.26M | $2.23M | -$32,494.98 | -1.44% |
Paul B. Ordonio Park Place Capital Corp. | 41 | $2,986.03 | $3,281.64 | $295.61 | 9.9% |
Kevin Kroskey True Wealth Design LLC | 522 | $39,594.89 | $42,135.84 | $2,540.95 | 6.42% |
Jill Batley Gateway Wealth Partners LLC | 5,195 | $391,219.76 | $415,392.2 | $24,172.44 | 6.18% |
Andrew Brady Brady Family Wealth LLC | 3,842 | $314,821.45 | $308,109.19 | -$6,712.26 | -2.13% |
Matthew T. Miler MilWealth Group LLC | 1,683 | $137,282.42 | $135,069.16 | -$2,213.26 | -1.61% |
| PIL PFG Investments LLC PFG Investments LLC | 3,986 | $290,306 | $319,717.06 | $29,411.06 | 10.13% |
| JC Jared Calvert Buck Wealth Strategies LLC | 33 | $2,403 | $2,647.59 | $244.59 | 10.18% |
Scott Boyce Decker Retirement Planning Inc. | 169 | $14,054.14 | $13,531.83 | -$522.31 | -3.72% |
Andrew Kirchner ELEVATION WEALTH PARTNERS, LLC | 189 | $13,974.17 | $15,154.96 | $1,180.79 | 8.45% |
Legacy Capital Group California Inc. Legacy Capital Group California, Inc. | 8,011 | $729,508.08 | $642,882.75 | -$86,625.33 | -11.87% |
Jorge Paganin Abacus Wealth Partners, LLC | 10,498 | $847,713.38 | $842,044.58 | -$5,668.8 | -0.67% |
Courtney Holt Compound Planning, Inc. | 3,285 | $266,735.66 | $263,522.7 | -$3,212.96 | -1.2% |
Nemes Rush Group LLC Nemes Rush Group LLC | 24 | $2,064.94 | $1,910.16 | -$154.78 | -7.5% |