| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Drew Hartman Warther Private Wealth LLC | 590 | $250,950.6 | $248,336.9 | -$2,613.7 | -1.04% |
| HPM Hoxton Planning & Management LLC Hoxton Planning & Management LLC | 1,309 | $460,760.16 | $556,076.29 | $95,316.13 | 20.69% |
Victoria Latham Fiduciary Alliance LLC | 9,234 | $3.83M | $3.93M | $106,525.26 | 2.78% |
Nolan Hoffmeyer Thematics Asset Management | 15,488 | $5.81M | $6.66M | $847,011.82 | 14.57% |
Kellie Borror Daner Wealth Management LLC | 508 | $215,345.19 | $215,828.87 | $483.68 | 0.22% |
Loni Adams Daymark Wealth Partners LLC | 3,198 | $1.24M | $1.37M | $126,764.27 | 10.23% |
Jessica Thayer Unique Wealth LLC | 1,183 | $503,183.56 | $508,264.12 | $5,080.56 | 1.01% |
Brian Matter Creative Capital Management Investments LLC | 52 | $20,138.01 | $22,090.12 | $1,952.11 | 9.69% |
Michael Snyder Beaumont Financial Advisors LLC | 1,588 | $538,051.54 | $677,520.2 | $139,468.66 | 25.92% |
| BIP Blue Investment Partners LLC Blue Investment Partners LLC | 396 | $204,581.82 | $166,680.36 | -$37,901.46 | -18.53% |
Marc White Clarendon Private LLC | 652 | $334,117.64 | $280,643.62 | -$53,474.02 | -16% |
| BP Brett Pohl Kingdom Financial Group LLC | 46 | $20,183.42 | $19,651.89 | -$531.53 | -2.63% |
Sue Oleari Trifecta Capital Advisors LLC | 1 | $385.3 | $425.81 | $40.51 | 10.51% |
Amy Hart Phillips Wealth Planners LLC | 682 | $300,872.09 | $291,670.94 | -$9,201.15 | -3.06% |
| FCP Fidelis Capital Partners LLC Fidelis Capital Partners LLC | 1,790 | $834,080.18 | $762,772.7 | -$71,307.48 | -8.55% |
Amy Ardeel Icon Wealth Advisors LLC | 4,451 | $2.12M | $1.9M | -$225,771.96 | -10.63% |
Dean Pelos Commonwealth Retirement Investments LLC | 10 | $3,852.98 | $4,265.1 | $412.12 | 10.7% |
Robin Sherwood HTG Investment Advisors Inc. | 878 | $338,291.64 | $372,833.92 | $34,542.28 | 10.21% |
Assaf Pinchas Allegiance Financial Group Advisory Services LLC | 602 | $256,054.51 | $257,800.48 | $1,745.97 | 0.68% |
Bepin Serraj Richard W. Paul & Associates LLC | 1,789 | $716,652.67 | $764,028.23 | $47,375.56 | 6.61% |