| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| SP Samantha Pierangeli City State Bank | 276 | $100,428.12 | $87,969.48 | -$12,458.64 | -12.41% |
| WTM W. Travis McKinney HB Wealth Management LLC | 2,936 | $859,902.25 | $936,760.16 | $76,857.91 | 8.94% |
| MC mike Chen Byrne Asset Management LLC | 277 | $82,173.76 | $88,379.62 | $6,205.86 | 7.55% |
| RM Russell Mohberg Regatta Capital Group LLC | 7,601 | $2.45M | $2.4M | -$47,276.81 | -1.93% |
| DC Debora Caley Richwood Investment Advisors LLC | 753 | $225,365.37 | $237,970.59 | $12,605.22 | 5.59% |
| WJ William Jollie Quent Capital LLC | 82 | $23,685.7 | $26,145.29 | $2,459.59 | 10.38% |
Jonathan Straus Commons Capital LLC | 984 | $353,295.07 | $313,955.04 | -$39,340.03 | -11.14% |
| MS Missy Straw Nilsine Partners LLC | 1,177 | $347,945.51 | $375,533.62 | $27,588.11 | 7.93% |
| EM Erin Mccann Simplicity Wealth LLC | 814 | $220,496.32 | $259,714.84 | $39,218.52 | 17.79% |
Michael Byun SageView Advisory Group LLC | 71 | $18,425 | $22,637.99 | $4,212.99 | 22.87% |
| KB Kimberly Byrne Bill Few Associates Inc. | 1,040 | $380,257.03 | $331,822.4 | -$48,434.63 | -12.74% |
David K. Balsdon Harvest Portfolios Group Inc. | 2,890 | $912,225.33 | $924,243.67 | $12,018.34 | 1.32% |
| FFG Fiduciary Financial Group LLC Fiduciary Financial Group LLC | 1,441 | $417,612.76 | $457,200.48 | $39,587.72 | 9.48% |
| SW Scott Williams Investmark Advisory Group LLC | 921 | $326,902.91 | $294,542.71 | -$32,360.2 | -9.9% |
| TG Timothy Gerlach Novem Group | 3,503 | $1.01M | $1.12M | $108,090.48 | 10.71% |
Amanda Hawley Atria Wealth Solutions Inc. | 3,921 | $1.16M | $1.26M | $93,682.71 | 8.05% |
| MS Michael Stulic Astoria Portfolio Advisors LLC | 821 | $241,883.46 | $262,561.96 | $20,678.5 | 8.55% |
Leonid Berline ARMSTRONG ADVISORY GROUP Inc. | 118 | $32,910.13 | $37,916.94 | $5,006.81 | 15.21% |
John DeMarco Trajan Wealth LLC | 19,446 | $5.6M | $6.22M | $618,147.16 | 11.04% |
Adam Schwallier Schwallier Wealth Management LLC | 893 | $271,887.71 | $285,588.1 | $13,700.39 | 5.04% |