| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| TC Trent Curry bLong Financial LLC | 1,930 | $311,166.62 | $250,649.1 | -$60,517.52 | -19.45% |
David Hunter Horizons Wealth Management | 72 | $6,507.24 | $9,350.64 | $2,843.4 | 43.7% |
Anita Woodhouse V-Square Quantitative Management LLC | 6,128 | $1.17M | $795,843.36 | -$377,007.75 | -32.14% |
Hajime Yamamoto Resona Asset Management Co. Ltd. | 814,812 | $136.5M | $105.82M | -$30.68M | -22.47% |
Rachel Faulk Cape Investment Advisory Inc. | 1,090 | $159,739 | $157,385.1 | -$2,353.9 | -1.47% |
| DT Desaree Tatum Heritage Wealth Management Inc. | 13,584 | $1.97M | $1.76M | -$203,714.22 | -10.35% |
| CGL Chester Gary Lloyd Coston, McIsaac & Partners | 395 | $62,818.01 | $60,545.6 | -$2,272.41 | -3.62% |
Vyoma Patel Strata Wealth Advisors LLC | 2,066 | $282,469.27 | $299,001.85 | $16,532.58 | 5.85% |
Mariana Coli Dunhill Financial LLC | 565 | $94,063.35 | $83,021.1 | -$11,042.25 | -11.74% |
| JJB James J. Burns & Company LLC James J. Burns & Company LLC | 2,016 | $304,985.64 | $291,090.24 | -$13,895.4 | -4.56% |
| LWM Lodestone Wealth Management LLC Lodestone Wealth Management LLC | 5,211 | $678,997.09 | $676,752.57 | -$2,244.52 | -0.33% |
Lukas Lindgren Abound Wealth Management | 756 | $79,598.21 | $98,181.72 | $18,583.51 | 23.35% |
Drew Phillips Fortitude Family Office LLC | 619 | $103,402.21 | $80,389.53 | -$23,012.68 | -22.26% |
Thomas P. Mullooly Mullooly Asset Management Inc. | 1,417 | $199,968.71 | $205,075.32 | $5,106.61 | 2.55% |
Matthew Zienty Cardinal Point Capital Management ULC | 70,256 | $10.65M | $9.12M | -$1.52M | -14.31% |
| SMK Solomon M. Kilgroe Cyndeo Wealth Partners LLC | 117,650 | $14.11M | $15.28M | $1.17M | 8.31% |
Jill Grimes Centurion Wealth Management LLC | 3,324 | $591,734.03 | $431,687.88 | -$160,046.15 | -27.05% |
Alex Nunnamaker Schechter Investment Advisors LLC | 29,672 | $3.49M | $3.85M | $363,295.9 | 10.41% |
Brian Dechow SWAN Capital LLC | 290 | $42,966.68 | $44,451.2 | $1,484.52 | 3.46% |
| DWM Drive Wealth Management LLC Drive Wealth Management LLC | 7,663 | $826,281.6 | $995,193.81 | $168,912.21 | 20.44% |