| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| EM Erin Mccann Simplicity Wealth LLC | 3,041 | $274,317.53 | $270,436.13 | -$3,881.4 | -1.41% |
Ed West Values First Advisors Inc. | 11 | $1,015.41 | $987.36 | -$28.05 | -2.76% |
Michael Byun SageView Advisory Group LLC | 3,653 | $338,110.07 | $325,190.06 | -$12,920.01 | -3.82% |
Taro Kuriyama Axq Capita LLP | 72,905 | $6.7M | $6.49M | -$211,481.37 | -3.16% |
Jason Matthews Kfg Wealth Management LLC | 4,590 | $308,377.96 | $409,749.3 | $101,371.34 | 32.87% |
Molly Crider Walker Asset Management LLC | 147,122 | $6.47M | $13.21M | $6.74M | 104.28% |
Daniel Ronan Catalyst Financial Partners LLC | 8,169 | $544,009.86 | $727,122.69 | $183,112.83 | 33.66% |
Amanda Hawley Atria Wealth Solutions Inc. | 20,228 | $1.38M | $1.79M | $409,765.08 | 29.68% |
Sean Murray Quantum Financial Advisors LLC | 5,136 | $468,566.76 | $459,646.32 | -$8,920.44 | -1.9% |
Edward Lowndes Angeles Wealth Management LLC | 7,492 | $654,321.46 | $667,537.95 | $13,216.49 | 2.02% |
Mary Lecca ARGONAUTICA PRIVATE WEALTH MANAGEMENT Inc. | 9,795 | $727,931.63 | $880,080.75 | $152,149.12 | 20.9% |
Leonid Berline ARMSTRONG ADVISORY GROUP Inc. | 91 | $9,311.04 | $8,051.68 | -$1,259.36 | -13.53% |
| CIG CHB Investment Group LLC CHB Investment Group LLC | 42,413 | $3.82M | $3.75M | -$69,981.45 | -1.83% |
| MK Malinda Khauv Cercano Management LLC | 3,195 | $287,965.35 | $286,256.02 | -$1,709.33 | -0.59% |
John Ritter Ritter Daniher Financial Advisory LLC / DE | 1,080 | $62,132.4 | $96,136.2 | $34,003.8 | 54.73% |
| BFG Bleakley Financial Group LLC Bleakley Financial Group LLC | 22,569 | $2.05M | $2.02M | -$32,983.36 | -1.61% |
CJ Harrison DecisionPoint Financial LLC | 21 | $1,914.29 | $1,858.5 | -$55.79 | -2.91% |
| JG John Ginter Callan Family Office LLC | 74,412 | $6.73M | $6.58M | -$150,224.23 | -2.23% |
Mark Mowrey Signature Resources Capital Management LLC | 80 | $7,248.44 | $7,141.6 | -$106.84 | -1.47% |
Albert Moore First National Advisers LLC | 35,004 | $2.48M | $3.13M | $653,582.44 | 26.36% |