| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Sima Elimelech Activest Wealth Management | 2,482 | $75,254.24 | $75,626.54 | $372.3 | 0.49% |
| KC Kasey Cook Maripau Wealth Management LLC | 7,032 | $213,210.24 | $214,968.24 | $1,758 | 0.82% |
Alexander Eichhorn Tanager Wealth Management LLP | 297,175 | $9.15M | $9.05M | -$98,144.29 | -1.07% |
| AB Andrew Blass Atlantic Private Wealth LLC | 39 | $1,287.28 | $1,192.23 | -$95.05 | -7.38% |
| ED Eric Duncan NorthCrest Asset Manangement LLC | 38,131 | $1.17M | $1.16M | -$11,525.16 | -0.98% |
Brian Landzaat Vista Finance LLC | 26,230 | $799,752.7 | $799,228.1 | -$524.6 | -0.07% |
Armand Doucette Surience Private Wealth LLC | 28,976 | $883,478.24 | $882,898.72 | -$579.52 | -0.07% |
| KMT Kirk M. Tokheim Ameritas Advisory Services LLC | 34,735 | $1.07M | $1.07M | $1,666.61 | 0.16% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 11,152 | $352,626.24 | $339,801.44 | -$12,824.8 | -3.64% |
| JBB James B. Boucher Wilson & Boucher Capital Management LLC | 8,300 | $253,067 | $252,735 | -$332 | -0.13% |
| HC Harry Cowley Stonegate Investment Group LLC | 6,874 | $266,791.82 | $209,450.78 | -$57,341.04 | -21.49% |
| JB Joel Blattner Avaii Wealth Management LLC | 9,335 | $294,940.38 | $286,024.4 | -$8,915.98 | -3.02% |
Candace Cavalier Congress Wealth Management LLC / DE / | 148,567 | $5.35M | $4.53M | -$824,378.41 | -15.41% |
cullen roche Orcam Financial Group | 25,264 | $858,997.9 | $779,141.76 | -$79,856.14 | -9.3% |
Barry Oliver Capital Performance Advisors LLP | 8,710 | $265,567.9 | $268,616.4 | $3,048.5 | 1.15% |
| RS Radon Stancil POM Investment Strategies LLC | 62 | $1,959.36 | $1,889.14 | -$70.22 | -3.58% |
Taylor Jobe MKT Advisors LLC | 7,587 | $299,099.29 | $231,175.89 | -$67,923.4 | -22.71% |
Seth Scher Matrix Private Capital Group LLC | 46,175 | $1.4M | $1.42M | $24,011 | 1.72% |
William Liberti Wealth Effects LLC | 10,741 | $333,084.61 | $330,070.93 | -$3,013.68 | -0.9% |
Michelle Johnston 1620 INVESTMENT ADVISORS Inc. | 700 | $22,134 | $21,329 | -$805 | -3.64% |