| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Darren Tapley New England Capital Financial Advisors LLC | 606 | $18,584.03 | $18,464.82 | -$119.21 | -0.64% |
Paul L. Moffat Arista Wealth Management LLC | 69,716 | $2.14M | $2.12M | -$18,105.85 | -0.85% |
Lydia Moore MRP Capital Investments LLC | 4,739 | $149,881.43 | $145,202.96 | -$4,678.47 | -3.12% |
Moises Valladares Insigneo Advisory Services LLC | 99,787 | $3.08M | $3.08M | -$5,446.68 | -0.18% |
Richard W. Lowrie Park Edge Advisors LLC | 13,491 | $424,506.51 | $411,070.77 | -$13,435.74 | -3.17% |
Ira Ravitz Beverly Hills Private Wealth LLC | 111 | $3,354 | $3,401.04 | $47.04 | 1.4% |
| SM Sarah Moore BOS Asset Management LLC | 166,763 | $5.1M | $5.08M | -$14,753.89 | -0.29% |
Jill Batley Gateway Wealth Partners LLC | 9,665 | $293,064 | $294,492.55 | $1,428.55 | 0.49% |
Gregory Turcotte Alpha Financial Partners LLC | 8,213 | $251,923.93 | $251,071.41 | -$852.52 | -0.34% |
| PIL PFG Investments LLC PFG Investments LLC | 29,493 | $940,078.18 | $898,651.71 | -$41,426.47 | -4.41% |
| JMD John Michael Dodds Dodds Wealth LLC | 17,858 | $551,454.07 | $548,776.34 | -$2,677.73 | -0.49% |
Jacqueline Washburn Vawter Financial Ltd. | 7,294 | $221,163 | $222,248.18 | $1,085.18 | 0.49% |
David Silver INSTRUMENTAL WEALTH, LLC | 14,037 | $434,744.31 | $427,707.39 | -$7,036.92 | -1.62% |
Andrew Kirchner ELEVATION WEALTH PARTNERS, LLC | 670 | $20,200.61 | $20,414.9 | $214.29 | 1.06% |
Joe-Ben O'Banion TITLEIST ASSET MANAGEMENT, LLC | 30,915 | $951,050.49 | $941,980.05 | -$9,070.44 | -0.95% |
Courtney Holt Compound Planning, Inc. | 11,210 | $353,785.57 | $341,568.7 | -$12,216.87 | -3.45% |
| SML Sweeney & Michel LLC SWEENEY & MICHEL, LLC | 14,548 | $450,021.8 | $444,732.36 | -$5,289.44 | -1.18% |
Nemes Rush Group LLC Nemes Rush Group LLC | 520 | $16,083.65 | $16,036.8 | -$46.85 | -0.29% |
Jane Bortnem Cherry Tree Wealth Management, LLC | 3,985 | $123,643.89 | $121,422.95 | -$2,220.94 | -1.8% |
Nancy Smetek Arcataur Capital Management LLC | 47,032 | $1.45M | $1.43M | -$21,576.17 | -1.48% |