| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Jessica Riley Hale GC Wealth Management RIA, LLC | 3,233 | $318,779.11 | $360,156.2 | $41,377.09 | 12.98% |
Victory Financial Group LLC VICTORY FINANCIAL GROUP, LLC | 13,780 | $1.66M | $1.54M | -$116,648.1 | -7.05% |
Alan Gilmore Private Wealth Management Group, LLC | 282 | $27,681.55 | $31,248.42 | $3,566.87 | 12.89% |
| RJ Rebecca Judd Pathstone Holdings, LLC | 76,761 | $7.71M | $8.51M | $796,068.87 | 10.33% |
Anne Wright Lummis Asset Management, LP | 7 | $841 | $781.06 | -$59.94 | -7.13% |
| FTM F. Thomas Mosley Mosley Wealth Management | 402 | $48,313 | $44,545.62 | -$3,767.38 | -7.8% |
Ryan M Palmer Optimist Retirement Group LLC | 358,804 | $35.04M | $39.76M | $4.72M | 13.47% |
Gintare Zubrute PROATHLETE WEALTH MANAGEMENT LLC | 24 | $2,628 | $2,659.44 | $31.44 | 1.2% |
Angela Pompian Sunpointe, LLC | 5,137 | $511,041.44 | $572,570.02 | $61,528.58 | 12.04% |
Kyle Jones Pineridge Advisors LLC | 56 | $5,819.58 | $6,245.68 | $426.1 | 7.32% |
| TWP Triad Wealth Partners LLC Triad Wealth Partners, LLC | 1,957 | $235,074.84 | $217,931.52 | -$17,143.32 | -7.29% |
Erik Roemer GERBER, LLC | 1,882 | $206,098 | $208,572.09 | $2,474.09 | 1.2% |
Columbia Bank Columbia Bank | 14,412 | $1.78M | $1.62M | -$167,064.01 | -9.37% |
| WL Wealthcollab LLC WealthCollab, LLC | 330 | $32,221.23 | $36,646.5 | $4,425.27 | 13.73% |
Ian Jameson American Capital Advisory, LLC | 19 | $2,056.47 | $2,112.99 | $56.52 | 2.75% |
Cynthia Schlanger Ashton Thomas Private Wealth, LLC | 2,328 | $268,884 | $257,965.68 | -$10,918.32 | -4.06% |
Keith Schoenfeld Mowery & Schoenfeld Wealth Management, LLC | 80 | $8,391.41 | $8,894.4 | $502.99 | 5.99% |
Davina Guinness Regents Gate Capital LLP | 16,247 | $1.95M | $1.8M | -$151,097.46 | -7.74% |
Janice M. Powell Diversify Advisory Services, LLC | 1,875 | $225,225 | $207,834.37 | -$17,390.63 | -7.72% |
Richard Crinion Mediolanum International Funds Ltd | 25,089 | $2.8M | $2.8M | $485.85 | 0.02% |