| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Lynda Bartsch Chaney Capital Management, Inc. | 5,559 | $537,542.26 | $542,113.68 | $4,571.42 | 0.85% |
Gintare Zubrute PROATHLETE WEALTH MANAGEMENT LLC | 6,817 | $651,065.9 | $668,952.21 | $17,886.31 | 2.75% |
Ryan Gibbs Heritage Wealth Management, Inc. /CA/ | 3,640 | $347,595.91 | $356,283.2 | $8,687.29 | 2.5% |
Angela Pompian Sunpointe, LLC | 2,929 | $246,651.06 | $284,025.13 | $37,374.07 | 15.15% |
D. Garet Strange Hobbs Group Advisors, LLC | 7,354 | $654,596.5 | $720,471.38 | $65,874.88 | 10.06% |
Kyle Jones Pineridge Advisors LLC | 92 | $8,374.26 | $8,886.74 | $512.48 | 6.12% |
Chad Whiteley SIERRA SUMMIT ADVISORS LLC | 15,992 | $1.63M | $1.55M | -$81,719.64 | -5% |
| TWP Triad Wealth Partners LLC Triad Wealth Partners, LLC | 4,701 | $419,406.71 | $454,563.19 | $35,156.48 | 8.38% |
Ashley Meredith Abel Hall, LLC | 3,623 | $325,743.47 | $351,575.92 | $25,832.45 | 7.93% |
Cornelius T. McDonald III Wealth Group, Ltd. | 16,106 | $1.59M | $1.58M | -$11,199.46 | -0.7% |
Nitin Kumbhani Accent Capital Management, LLC | 4,038 | $412,643 | $391,934.34 | -$20,708.66 | -5.02% |
Nicholas Jeffries M3 Advisory Group, LLC | 2,932 | $279,332.07 | $287,717.16 | $8,385.09 | 3% |
Joseph C. Capezza, Jr Cove Private Wealth, LLC | 6,514 | $612,252.07 | $634,268.18 | $22,016.11 | 3.6% |
Michael Bailey MGB Wealth Management, LLC | 3,000 | $274,890 | $291,000 | $16,110 | 5.86% |
Jeffrey Liguori NAPATREE CAPITAL LLC | 3,210 | $305,593.11 | $312,670.05 | $7,076.94 | 2.32% |
Douglas E. Morisoli Fairman Group, LLC | 85 | $8,145.5 | $8,234.8 | $89.3 | 1.1% |
Ralph Antolino, Jr AA Financial Advisors, LLC | 3,575 | $340,850.23 | $346,203 | $5,352.77 | 1.57% |
| WL Wealthcollab LLC WealthCollab, LLC | 1,000 | $96,010.76 | $97,150 | $1,139.24 | 1.19% |
Kayla Tweedy JBR Co Financial Management Inc | 4,541 | $435,981.56 | $445,517.51 | $9,535.95 | 2.19% |
Ian Jameson American Capital Advisory, LLC | 785 | $74,714.48 | $76,738.3 | $2,023.82 | 2.71% |