| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Kevin Siebert Atmos Advisory LLC | 92 | $2,274.68 | $2,070.46 | -$204.22 | -8.98% |
Michelle Johnston 1620 INVESTMENT ADVISORS Inc. | 404 | $8,067.88 | $9,073.84 | $1,005.96 | 12.47% |
Timothy Tenneriello Oliver Lagore Vanvalin Investment Group | 24 | $507.84 | $538.68 | $30.84 | 6.07% |
Arlie W. Green Fortress Wealth Management Inc. | 11,372 | $291,937.49 | $254,675.94 | -$37,261.55 | -12.76% |
Kimberly Foster Laraway Financial Advisors Inc. | 16,641 | $438,381.28 | $375,420.96 | -$62,960.32 | -14.36% |
Clint Dunn Beaird Harris Wealth Management LLC | 102 | $2,200.14 | $2,288.37 | $88.23 | 4.01% |
Russell Kartub Insight Inv LLC | 28 | $663.04 | $627.06 | -$35.98 | -5.43% |
Ana-Maria Ignat Covestor Ltd | 2,485 | $51,654.39 | $55,614.3 | $3,959.91 | 7.67% |
Samantha Pierangeli City State Bank | 85 | $1,802.61 | $1,910.8 | $108.19 | 6% |
Randy D. Kurtz Upper Left Wealth Management LLC | 171,016 | $3.64M | $3.87M | $229,378.19 | 6.3% |
Nathan Geraci ETF Store Inc. | 8,769 | $188,445.81 | $196,250.22 | $7,804.41 | 4.14% |
William Jollie Quent Capital LLC | 1,121 | $26,545.28 | $25,087.98 | -$1,457.3 | -5.49% |
| EM Erin Mccann Simplicity Wealth LLC | 8,690 | $183,956.26 | $194,873.25 | $10,916.99 | 5.93% |
Kristofer Gray Integrity Financial Corp. /WA | 182 | $3,925.74 | $4,094.09 | $168.35 | 4.29% |
Leanne Menzel Smallwood Wealth Investment Management LLC | 6,008 | $129,232.08 | $134,669.32 | $5,437.24 | 4.21% |
Randy T. Siegel Aletheian Wealth Advisors LLC | 36,430 | $650,399.36 | $815,303.4 | $164,904.04 | 25.35% |
| DW Darren Woolson Asset Allocation Strategies LLC | 252,804 | $5.51M | $5.7M | $188,594.64 | 3.42% |
Amanda Hawley Atria Wealth Solutions Inc. | 21,519 | $427,945.23 | $481,595.22 | $53,649.99 | 12.54% |
Jeffrey Gilbert Balboa Wealth Partners | 30,614 | $724,939.52 | $686,672.02 | -$38,267.5 | -5.28% |
John Ritter Ritter Daniher Financial Advisory LLC / DE | 280 | $5,855.38 | $6,277.6 | $422.22 | 7.21% |