| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| CC Cheung Chan Chemistry Wealth Management LLC | 46,908 | $2.68M | $2.68M | $978.7 | 0.04% |
| JK Joshua Kirby Guardian Wealth Management Inc. | 107,695 | $6.05M | $6.15M | $92,733.41 | 1.53% |
Daniel Flack Intrinsic Value Partners LLC | 42,184 | $2.07M | $2.41M | $340,148.94 | 16.45% |
Andrew Burkey Joseph Group Capital Management | 219 | $14,054.27 | $11,784.39 | -$2,269.88 | -16.15% |
Kathleen Thornhill Confluence Wealth Services Inc. | 5,990 | $290,934.3 | $341,849.3 | $50,915 | 17.5% |
Samantha Pierangeli City State Bank | 70 | $3,607.8 | $3,994.9 | $387.1 | 10.73% |
| YR Yarenis Rodriguez Pursue Wealth Partners LLC | 9,655 | $627,575 | $539,811.05 | -$87,763.95 | -13.98% |
W. Travis McKinney HB Wealth Management LLC | 35,285 | $2.09M | $2.01M | -$75,672.64 | -3.62% |
| MC mike Chen Byrne Asset Management LLC | 479 | $19,696.48 | $25,774.99 | $6,078.51 | 30.86% |
Gregory Wood Concorde Financial Corp. | 135,775 | $6.71M | $7.92M | $1.22M | 18.12% |
William Jollie Quent Capital LLC | 1,683 | $85,046.09 | $94,096.53 | $9,050.44 | 10.64% |
Dalila Toledo Ascent Group LLC | 21,947 | $1.03M | $1.25M | $219,994.44 | 21.31% |
| EM Erin Mccann Simplicity Wealth LLC | 6,287 | $361,008 | $338,303.47 | -$22,704.53 | -6.29% |
Katie Christensen iSAM Funds UKK) Ltd | 11,400 | $741,000 | $667,470 | -$73,530 | -9.92% |
David K. Balsdon Harvest Portfolios Group Inc. | 41,753 | $1.78M | $2.44M | $660,270.64 | 37% |
Arthur Garcia Atlas Financial Advisors Inc. | 4,108 | $202,976.28 | $234,443.56 | $31,467.28 | 15.5% |
Amanda Hawley Atria Wealth Solutions Inc. | 4,944 | $244,283.04 | $282,154.08 | $37,871.04 | 15.5% |
Jeffrey Gilbert Balboa Wealth Partners | 10,381 | $436,220.75 | $580,453.61 | $144,232.86 | 33.06% |
Leonid Berline ARMSTRONG ADVISORY GROUP Inc. | 3,014 | $168,703.29 | $172,008.98 | $3,305.69 | 1.96% |
Nadine Hofstetter Northwest Bank & Trust Co. | 86 | $5,055 | $4,908.02 | -$146.98 | -2.91% |