| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Samantha Pierangeli City State Bank | 2,000 | $99,440 | $106,080 | $6,640 | 6.68% |
| TA Thomas Anderton 626 Financial LLC | 5,620 | $304,604 | $298,084.81 | -$6,519.19 | -2.14% |
| YR Yarenis Rodriguez Pursue Wealth Partners LLC | 69,931 | $3.97M | $3.86M | -$108,393.05 | -2.73% |
Allison Tronnes Forum Financial Management LP | 5,562 | $301,470.76 | $295,008.49 | -$6,462.27 | -2.14% |
William Jollie Quent Capital LLC | 700 | $39,753 | $38,668 | -$1,085 | -2.73% |
Marc H. Stone Tyler-Stone Wealth Management | 167,725 | $8.46M | $8.9M | $436,099.06 | 5.15% |
Nichole Raftopoulos Nvest Financial LLC | 8,187 | $427,331.03 | $434,238.49 | $6,907.46 | 1.62% |
Brian Clay Clay Northam Wealth Management LLC | 19,617 | $984,978.53 | $1.08M | $96,702.85 | 9.82% |
David T. Morgan High Net Worth Advisory Group LLC | 24,614 | $1.25M | $1.31M | $52,218.62 | 4.17% |
Luther Hartwell Hodges Waycross Investment Management Co. | 3,779 | $214,621 | $200,438.16 | -$14,182.84 | -6.61% |
Timothy Gerlach Novem Group | 6,221 | $336,556.2 | $329,961.85 | -$6,594.35 | -1.96% |
Craig Johnsen Fortitude Advisory Group LLC | 5,087 | $275,631.42 | $269,814.49 | -$5,816.93 | -2.11% |
Jeffrey Gilbert Balboa Wealth Partners | 5,242 | $270,995.47 | $289,568.08 | $18,572.61 | 6.85% |
Edward Lowndes Angeles Wealth Management LLC | 14,211 | $807,042.69 | $753,751.45 | -$53,291.24 | -6.6% |
Kevin Zemann WealthPlan Investment Management LLC | 3,858 | $219,095.82 | $204,628.32 | -$14,467.5 | -6.6% |
Michael Stulic Astoria Portfolio Advisors LLC | 92,792 | $5M | $4.92M | -$75,061.99 | -1.5% |
Leonid Berline ARMSTRONG ADVISORY GROUP Inc. | 3,818 | $198,475.03 | $202,506.72 | $4,031.69 | 2.03% |
Nolan Baker Retirement Guys Formula LLC | 6,633 | $376,688.07 | $351,814.33 | -$24,873.74 | -6.6% |
Rachel Faulk Cape Investment Advisory Inc. | 1,167 | $66,252 | $61,897.68 | -$4,354.32 | -6.57% |
| CGL Chester Gary Lloyd Coston, McIsaac & Partners | 46 | $2,181.78 | $2,547.02 | $365.24 | 16.74% |