| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Michael Stulic Astoria Portfolio Advisors LLC | 4,303 | $230,081.41 | $216,096.66 | -$13,984.75 | -6.08% |
| TL Tradewinds LLC Tradewinds LLC | 604 | $38,909.71 | $32,307.96 | -$6,601.75 | -16.97% |
Leonid Berline ARMSTRONG ADVISORY GROUP Inc. | 3,952 | $253,766.73 | $203,330.4 | -$50,436.33 | -19.88% |
Adam Schwallier Schwallier Wealth Management LLC | 4,049 | $260,836.58 | $208,159.09 | -$52,677.49 | -20.2% |
Lori Fernicola Castle Wealth Management LLC | 4,724 | $304,320.08 | $237,239.28 | -$67,080.8 | -22.04% |
John Ritter Ritter Daniher Financial Advisory LLC / DE | 4,363 | $277,790.41 | $219,109.86 | -$58,680.55 | -21.12% |
William Cantus Pacific Sage Partners LLC | 5,325 | $225,619.9 | $267,421.5 | $41,801.6 | 18.53% |
| BFG Bleakley Financial Group LLC Bleakley Financial Group LLC | 452,336 | $10.27M | $23.24M | $12.97M | 126.26% |
CJ Harrison DecisionPoint Financial LLC | 307 | $19,777.09 | $15,939.44 | -$3,837.65 | -19.4% |
| JG John Ginter Callan Family Office LLC | 54,018 | $3.16M | $2.78M | -$378,886.8 | -11.98% |
Rodrigo Diaz Plan Group Financial LLC | 33,630 | $1.6M | $1.8M | $201,115.88 | 12.59% |
Mark Mowrey Signature Resources Capital Management LLC | 98 | $6,678 | $5,003.88 | -$1,674.12 | -25.07% |
David Hunter Horizons Wealth Management | 483 | $9,003.12 | $24,256.26 | $15,253.14 | 169.42% |
Rachel Faulk Cape Investment Advisory Inc. | 703 | $37,589 | $36,499.76 | -$1,089.24 | -2.9% |
| SFC Swisher Financial Concepts Inc. Swisher Financial Concepts Inc. | 7,569 | $239,219.11 | $390,484.71 | $151,265.6 | 63.23% |
Mariana Coli Dunhill Financial LLC | 2,652 | $111,441.33 | $137,691.84 | $26,250.51 | 23.56% |
Kyle R. Spahn Spahn Wealth & Retirement LLC | 39,056 | $2.09M | $2.01M | -$74,401.36 | -3.56% |
| JJB James J. Burns & Company LLC James J. Burns & Company LLC | 4,605 | $300,188.1 | $246,321.45 | -$53,866.65 | -17.94% |
| LWM Lodestone Wealth Management LLC Lodestone Wealth Management LLC | 572 | $36,541.74 | $29,480.88 | -$7,060.86 | -19.32% |
Lukas Lindgren Abound Wealth Management | 980 | $19,860.84 | $50,842.4 | $30,981.56 | 155.99% |