| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Barry Oliver Capital Performance Advisors LLP | 23,838 | $639,503.28 | $616,808.25 | -$22,695.03 | -3.55% |
Caitlin Garner SC&H Financial Advisors Inc. | 109,875 | $2.57M | $2.86M | $298,512.79 | 11.63% |
Amir Ali Monsefi Aire Advisors LLC | 13,044 | $298,356.54 | $339,078.78 | $40,722.24 | 13.65% |
Caroline Jankowski Operose Advisors LLC | 1,440 | $36,055.6 | $37,152 | $1,096.4 | 3.04% |
Kathryn Brown Morton Brown Family Wealth LLC | 520,305 | $12.32M | $13.45M | $1.12M | 9.12% |
James Langer Redmont Wealth Advisors LLC | 18 | $436.68 | $465.75 | $29.07 | 6.66% |
Brian O'Rourke O'ROURKE & COMPANY Inc. | 11,891 | $297,278.53 | $308,868.72 | $11,590.19 | 3.9% |
Russell Mohberg Regatta Capital Group LLC | 12,025 | $266,700.5 | $313,491.75 | $46,791.25 | 17.54% |
Jeremy Baltz Raleigh Capital Management Inc. | 951 | $23,137.27 | $24,535.8 | $1,398.53 | 6.04% |
Michael O'Connor Capasso Planning Partners LLC | 93,015 | $2.31M | $2.41M | $91,326.71 | 3.95% |
William Jollie Quent Capital LLC | 508,937 | $12.68M | $13.18M | $498,266.61 | 3.93% |
| EM Erin Mccann Simplicity Wealth LLC | 110,221 | $2.87M | $2.85M | -$15,482.59 | -0.54% |
Michael Byun SageView Advisory Group LLC | 3.24M | $83.35M | $83.63M | $273,043.52 | 0.33% |
| FFG Fiduciary Financial Group LLC Fiduciary Financial Group LLC | 246,832 | $6.02M | $6.38M | $350,991.13 | 5.83% |
Bradley J. Lineberger Seaside Wealth Management Inc. | 19,784 | $451,530.19 | $512,009.92 | $60,479.73 | 13.39% |
Kevin Zemann WealthPlan Investment Management LLC | 23,984 | $639,595.69 | $615,429.44 | -$24,166.25 | -3.78% |
| JG John Ginter Callan Family Office LLC | 91,268 | $2.16M | $2.36M | $198,334.7 | 9.18% |
| FWA FSM Wealth Advisors LLC FSM Wealth Advisors LLC | 731,797 | $18.86M | $18.92M | $62,390.43 | 0.33% |
| SMK Solomon M. Kilgroe Cyndeo Wealth Partners LLC | 20,470 | $510,997.48 | $528,126 | $17,128.52 | 3.35% |
Loni Adams Daymark Wealth Partners LLC | 93,862 | $2.59M | $2.43M | -$167,073.92 | -6.44% |