| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Kea Molnar Cromwell Holdings LLC | 33 | $1,974.81 | $1,842.06 | -$132.75 | -6.72% |
Rekah Franca Catalyst Funds Management Pty Ltd. | 16,882 | $997,879.88 | $947,586.66 | -$50,293.22 | -5.04% |
| KMT Kirk M. Tokheim Ameritas Advisory Services LLC | 75 | $5,066.25 | $4,184.25 | -$882 | -17.41% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 303 | $15,697.62 | $16,555.92 | $858.3 | 5.47% |
J. Adam Causey Jackson Thornton Wealth Management LLC | 4,980 | $289,238.41 | $279,527.4 | -$9,711.01 | -3.36% |
Candace Cavalier Congress Wealth Management LLC / DE / | 10,502 | $541,429.31 | $586,116.62 | $44,687.31 | 8.25% |
Tyler Glazier New Millennium Group LLC | 92 | $4,532.1 | $5,168.56 | $636.46 | 14.04% |
Ana-Maria Ignat Covestor Ltd | 1,907 | $115,675.13 | $106,391.53 | -$9,283.6 | -8.03% |
| ERT Edward R. Tedeschi Pb Investment Partners LP | 200,052 | $8.82M | $11.19M | $2.37M | 26.86% |
Sean Reitenbach Prosperity Consulting Group LLC | 8,849 | $481,028.2 | $497,048.33 | $16,020.13 | 3.33% |
David Jarvis Corton Capital Inc. | 3,668 | $207,095.28 | $208,415.76 | $1,320.48 | 0.64% |
James Langer Redmont Wealth Advisors LLC | 2,053 | $100,350.64 | $115,748.14 | $15,397.5 | 15.34% |
Samantha Pierangeli City State Bank | 80 | $4,560 | $4,476 | -$84 | -1.84% |
W. Travis McKinney HB Wealth Management LLC | 10,046 | $561,779.35 | $560,466.34 | -$1,313.01 | -0.23% |
William Jollie Quent Capital LLC | 2,491 | $140,344.86 | $138,972.89 | -$1,371.97 | -0.98% |
Dalila Toledo Ascent Group LLC | 17,968 | $1.14M | $1.01M | -$133,626.67 | -11.73% |
Michael Byun SageView Advisory Group LLC | 4,607 | $247,150.41 | $258,452.7 | $11,302.29 | 4.57% |
Amanda Hawley Atria Wealth Solutions Inc. | 5,423 | $223,518.43 | $302,549.17 | $79,030.74 | 35.36% |
Eric Dahm Range Financial Group LLC | 35,257 | $1.9M | $2.01M | $111,229.78 | 5.85% |
| BFG Bleakley Financial Group LLC Bleakley Financial Group LLC | 20,502 | $1.25M | $1.14M | -$112,043.49 | -8.96% |