| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
John Gorlow Cardiff Park Advisors LLC | 26,441 | $843,534.89 | $875,990.33 | $32,455.44 | 3.85% |
| AE Alexis Eubanks TILIA FIDUCIARY PARTNERS Inc. | 29,985 | $1.01M | $992,203.65 | -$21,710.74 | -2.14% |
James Langer Redmont Wealth Advisors LLC | 1,948 | $66,017.72 | $64,537.24 | -$1,480.48 | -2.24% |
Gery Sadzewicz Forum Private Client Group LLC | 259,509 | $8.63M | $8.59M | -$36,584.45 | -0.42% |
Samantha Pierangeli City State Bank | 1,131 | $36,171.73 | $37,470.03 | $1,298.3 | 3.59% |
| MWM Marion Wealth Management Marion Wealth Management | 20,290 | $638,533.06 | $672,207.7 | $33,674.64 | 5.27% |
Daniel Forbes Forbes Financial Planning Inc. | 251,705 | $8.24M | $8.34M | $96,822.73 | 1.17% |
Jeremy Baltz Raleigh Capital Management Inc. | 1 | $33.58 | $33.13 | -$0.45 | -1.34% |
Missy Straw Nilsine Partners LLC | 255,354 | $8.32M | $8.46M | $135,327.81 | 1.63% |
| EM Erin Mccann Simplicity Wealth LLC | 14,580 | $493,677.98 | $483,035.4 | -$10,642.58 | -2.16% |
Kristofer Gray Integrity Financial Corp. /WA | 10 | $334.6 | $331.3 | -$3.3 | -0.99% |
Jesse Rodrigue Fortune 45 LLC | 495,365 | $16.5M | $16.41M | -$91,463.18 | -0.55% |
Amanda Hawley Atria Wealth Solutions Inc. | 63,438 | $2.09M | $2.1M | $11,028.96 | 0.53% |
Jeffrey Gilbert Balboa Wealth Partners | 27,477 | $905,820.98 | $911,137.32 | $5,316.34 | 0.59% |
Michael Stulic Astoria Portfolio Advisors LLC | 6,243 | $210,451.53 | $206,830.59 | -$3,620.94 | -1.72% |
Abraham Martinez Amara Financial LLC | 12,465 | $420,144.95 | $413,339.4 | -$6,805.55 | -1.62% |
| XV Xavier Volatier Transatlantique Private Wealth LLC | 180,638 | $5.97M | $5.98M | $14,899.71 | 0.25% |
Jeffrey Jones Cypress Financial Planning LLC | 17,087 | $561,420.31 | $566,092.31 | $4,672 | 0.83% |
Amna Ali Khan GDS Wealth Management | 15,135 | $506,124.86 | $501,119.85 | -$5,005.01 | -0.99% |
Mark Mowrey Signature Resources Capital Management LLC | 17 | $575 | $563.21 | -$11.79 | -2.05% |