| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Legacy Advisory Services LLC Legacy Advisory Services LLC | 209,359 | $23.12M | $23.07M | -$53,476.19 | -0.23% |
Maseco LLP Maseco LLP | 292,859 | $32.26M | $32.27M | $10,220.52 | 0.03% |
James V. Thompson Jr. Bulwark Capital Corp | 119 | $13,140 | $13,112.63 | -$27.37 | -0.21% |
| RLV Ronald L. Valpey Valpey Financial Services LLC | 4,301 | $473,755.15 | $473,953.86 | $198.71 | 0.04% |
Jordan Grabowski Alpha Zero LLC | 233,407 | $25.74M | $25.72M | -$15,960.06 | -0.06% |
Ryan Westerbeck Brian Low Financial Group LLC | 11,096 | $1.23M | $1.22M | -$2,410.99 | -0.2% |
Lauren Sterling NerdWallet Wealth Partners LLC | 141,289 | $15.61M | $15.57M | -$40,108 | -0.26% |
Boreal Capital Management LLC Boreal Capital Management LLC | 2,366 | $260,642 | $260,685.88 | $43.88 | 0.02% |
Allison Brecher Vestwell Advisors LLC | 1 | $110.39 | $110.19 | -$0.2 | -0.18% |
Matthew Jenkins GatePass Capital LLC | 63,950 | $7.05M | $7.05M | -$5,078.3 | -0.07% |
Blalock Williams LLC Blalock Williams LLC | 7,325 | $807,044.34 | $807,068.5 | $24.16 | - |