| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| BO Brian Oliveira Clear Street Group Inc. | 4,353 | $67,428 | $65,481.31 | -$1,946.69 | -2.89% |
John Ritter Ritter Daniher Financial Advisory LLC / DE | 452 | $6,482.33 | $7,073.8 | $591.47 | 9.12% |
David Bach River Street Advisors LLC | 20,593 | $293,548 | $309,776.38 | $16,228.38 | 5.53% |
Jill Batley Gateway Wealth Partners LLC | 106,236 | $1.58M | $1.6M | $15,334.54 | 0.97% |
Courtney Haddad Concurrent Investment Advisors, LLC | 41,120 | $615,724.62 | $643,528 | $27,803.38 | 4.52% |
| NYSE Exchange | US Country |