| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Michelle Johnston 1620 INVESTMENT ADVISORS Inc. | 226 | $6,300.88 | $6,346.08 | $45.2 | 0.72% |
Joshua Moeller Hill Island Financial LLC | 43,618 | $1.24M | $1.22M | -$16,892.66 | -1.36% |
Michelle McCarthy Vantage Financial Partners LLC | 9,716 | $282,346.96 | $272,825.28 | -$9,521.68 | -3.37% |
Michael O'Connor Capasso Planning Partners LLC | 408,514 | $12.07M | $11.48M | -$587,960.57 | -4.87% |
Dalila Toledo Ascent Group LLC | 31,561 | $903,907.66 | $886,232.88 | -$17,674.78 | -1.96% |
| EM Erin Mccann Simplicity Wealth LLC | 90,557 | $2.59M | $2.54M | -$44,716.03 | -1.73% |
Mark Astrinos Libra Wealth LLC | 104,269 | $3.07M | $2.93M | -$142,848.53 | -4.65% |
Amanda Hawley Atria Wealth Solutions Inc. | 64,159 | $1.83M | $1.8M | -$31,693.76 | -1.73% |
Bradley J. Lineberger Seaside Wealth Management Inc. | 11,674 | $329,643.14 | $328,389.62 | -$1,253.52 | -0.38% |
Michael Stulic Astoria Portfolio Advisors LLC | 236,835 | $6.8M | $6.65M | -$146,711.88 | -2.16% |
Laura Schmidt Higgins & Schmidt Wealth Strategies LLC | 405,964 | $11.48M | $11.4M | -$78,159.22 | -0.68% |
| GPB Greg P. Benner Vertex Planning Partners LLC | 111,404 | $3.17M | $3.13M | -$42,136.44 | -1.33% |
Rachel Faulk Cape Investment Advisory Inc. | 3,681 | $104,504 | $103,546.53 | -$957.47 | -0.92% |
Paul Saltaformaggio Hibernia Wealth Partners LLC | 8,706 | $249,514.65 | $244,464.48 | -$5,050.17 | -2.02% |
Sharon Medina INTEGRITY WEALTH ADVISORS Inc. | 157,420 | $4.54M | $4.42M | -$116,835.5 | -2.58% |
Gary Dempsey Leslie Global Wealth LLC | 481,454 | $13.67M | $13.52M | -$149,250.69 | -1.09% |
Erik Brenner Hilltop Partners LLC | 21,850 | $619,072.04 | $614,640.5 | -$4,431.54 | -0.72% |
Marc White Clarendon Private LLC | 8,100 | $231,625.04 | $227,448 | -$4,177.04 | -1.8% |
| BP Brett Pohl Kingdom Financial Group LLC | 24 | $692.16 | $674.88 | -$17.28 | -2.5% |
Stephen Smith Kestra Investment Management LLC | 2.1M | $60.1M | $58.99M | -$1.11M | -1.85% |