| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| RL Rebecca Loeffler Corus Family Wealth Advisors | 3,159 | $246,212.46 | $271,547.64 | $25,335.18 | 10.29% |
| LR Lisa Rolon Fifth Third Wealth Advisors LLC | 2,147 | $286,488.6 | $184,556.12 | -$101,932.48 | -35.58% |
Candace Cavalier Congress Wealth Management LLC / DE / | 91,649 | $6.7M | $7.88M | $1.18M | 17.6% |
Ana-Maria Ignat Covestor Ltd | 693 | $57,939.42 | $59,570.28 | $1,630.86 | 2.81% |
Jeremy Baltz Raleigh Capital Management Inc. | 18 | $2,574.72 | $1,547.28 | -$1,027.44 | -39.9% |
Michael Byun SageView Advisory Group LLC | 75 | $9,312 | $6,447 | -$2,865 | -30.77% |
Jeffrey Gilbert Balboa Wealth Partners | 2,988 | $412,641.65 | $256,848.48 | -$155,793.17 | -37.76% |
David Hunter Horizons Wealth Management | 3,976 | $546,024.08 | $341,776.96 | -$204,247.12 | -37.41% |
Mariana Coli Dunhill Financial LLC | 1 | $124.14 | $85.96 | -$38.18 | -30.76% |
Lukas Lindgren Abound Wealth Management | 3 | $412.05 | $257.88 | -$154.17 | -37.42% |
| DP Drew Phillips Fortitude Family Office LLC | 45 | $5,224.19 | $3,868.2 | -$1,355.99 | -25.96% |
| CCW Cassaday & Co. Wealth Management LLC Cassaday & Co. Wealth Management LLC | 31 | $4,435 | $2,664.76 | -$1,770.24 | -39.92% |
Ashley Buboltz Moran Wealth Management LLC | 8,632 | $571,778.12 | $742,006.72 | $170,228.6 | 29.77% |
| PBO Paul B. Ordonio Park Place Capital Corp. | 184 | $4,036.96 | $15,816.64 | $11,779.68 | 291.8% |
| RV Roland Vetter West Tower Group LLC | 26,372 | $2.07M | $2.27M | $195,934.24 | 9.46% |
Kevin Kroskey True Wealth Design LLC | 5 | $447.16 | $429.8 | -$17.36 | -3.88% |
Jill Batley Gateway Wealth Partners LLC | 3,875 | $541,217.3 | $333,095 | -$208,122.3 | -38.45% |
| PIL PFG Investments LLC PFG Investments LLC | 5,357 | $348,631.54 | $460,487.72 | $111,856.18 | 32.08% |
Alexandra Stickelman Root Financial Partners, LLC | 229 | $31,815.99 | $19,684.84 | -$12,131.15 | -38.13% |
Jorge Paganin Abacus Wealth Partners, LLC | 2,927 | $363,357.51 | $251,604.92 | -$111,752.59 | -30.76% |