| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Kathleen Thornhill Confluence Wealth Services Inc. | 5,516 | $329,360.36 | $337,910.16 | $8,549.8 | 2.6% |
W. Travis McKinney HB Wealth Management LLC | 12,173 | $738,141.35 | $738,292.45 | $151.1 | 0.02% |
Jeremy Baltz Raleigh Capital Management Inc. | 241 | $16,422.4 | $14,754.02 | -$1,668.38 | -10.16% |
| RFA Resurgent Financial Advisors LLC Resurgent Financial Advisors LLC | 5,881 | $397,700.17 | $360,534.7 | -$37,165.47 | -9.35% |
Dalila Toledo Ascent Group LLC | 444,378 | $30.16M | $27.25M | -$2.91M | -9.66% |
| EM Erin Mccann Simplicity Wealth LLC | 4,421 | $279,619.23 | $267,006.29 | -$12,612.94 | -4.51% |
| NAP Norma Angelica Peralta Morales Virtus Family Office LLC | 13,877 | $975,933.08 | $838,277.65 | -$137,655.43 | -14.11% |
Patrick O'Connell Security Financial Services Inc. | 162,500 | $11.2M | $10M | -$1.2M | -10.67% |
Daniel Bennett APS Management Group Inc. | 4,224 | $291,332.93 | $259,501.44 | -$31,831.49 | -10.93% |
Jaimie Palmer Beacon Capital Management LLC | 86,304 | $5.3M | $5.34M | $42,105.06 | 0.79% |
Molly Crider Walker Asset Management LLC | 8,998 | $614,511.02 | $555,896.44 | -$58,614.58 | -9.54% |
Brian Levy West Wealth Group LLC | 209,693 | $14.16M | $12.88M | -$1.28M | -9.04% |
| MFA Millington Financial Advisors LLC Millington Financial Advisors LLC | 92,445 | $5.98M | $5.71M | -$269,660.85 | -4.51% |
Candice Gilman Sofi Wealth LLC | 823,592 | $55.81M | $49.64M | -$6.17M | -11.06% |
Timothy Gerlach Novem Group | 9,213 | $550,108 | $564,012.49 | $13,904.49 | 2.53% |
Jeffrey Gilbert Balboa Wealth Partners | 18,639 | $1.11M | $1.14M | $28,890.45 | 2.6% |
Vito Collacuro Sutton Place Investors LLC | 14,660 | $1.01M | $905,694.8 | -$101,290.01 | -10.06% |
Michael Stulic Astoria Portfolio Advisors LLC | 5,233 | $312,462.43 | $320,835.23 | $8,372.8 | 2.68% |
Adam Schwallier Schwallier Wealth Management LLC | 47,890 | $2.86M | $2.89M | $28,255 | 0.99% |
| GPB Greg P. Benner Vertex Planning Partners LLC | 87,750 | $5.81M | $5.43M | -$383,788.52 | -6.6% |