| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Elizabeth Arce Sovran Advisors LLC | 3,493 | $300,379.52 | $290,303.23 | -$10,076.29 | -3.35% |
Westmount Partners LLC Westmount Partners LLC | 9,449 | $731,954.15 | $781,621.28 | $49,667.13 | 6.79% |
| JB Jeff Burrow Sierra Ocean LLC | 2,885 | $252,806.13 | $236,656.55 | -$16,149.58 | -6.39% |
Bradley Wilson Crews Bank & Trust | 300 | $26,316 | $24,927 | -$1,389 | -5.28% |
Samira Kadam Synergy Investment Management LLC | 88 | $8,501.18 | $7,214.68 | -$1,286.5 | -15.13% |
Heather LeVar Roxbury Financial LLC | 74 | $6,339.62 | $6,137.19 | -$202.43 | -3.19% |
| KD Keith Diamond Prudent Man Investment Management Inc. | 300 | $26,316 | $24,853.5 | -$1,462.5 | -5.56% |
| BM Berkeley Meredith Hughes Financial Services LLC | 1,747 | $126,070.21 | $143,131.71 | $17,061.5 | 13.53% |
| EG Ethan Gilbert Rialto Wealth Management LLC | 34 | $2,842.42 | $2,785.62 | -$56.8 | -2% |
| AWL Alteri Wealth LLC Alteri Wealth LLC | 3,640 | $319,434.7 | $301,592.2 | -$17,842.5 | -5.59% |
Future You Wealth LLC Future You Wealth LLC | 2,739 | $207,534 | $224,776.03 | $17,242.03 | 8.31% |
| HF Herve Fayolle Banque de Luxembourg S.A. | 778 | $70,004 | $64,480.64 | -$5,523.36 | -7.89% |
| FG Fabian Guerra Guerra Advisors Inc. | 10 | $900 | $817.7 | -$82.3 | -9.14% |
| KAB Katie A. Bruno Morey & Quinn Wealth Partners LLC | 2,650 | $229,186 | $220,069.25 | -$9,116.75 | -3.98% |
Meriwether Wealth & Planning LLC Meriwether Wealth & Planning LLC | 55 | $4,288 | $4,509.45 | $221.45 | 5.16% |
Redwood Park Advisors LLC Redwood Park Advisors LLC | 5 | $438.75 | $414.45 | -$24.3 | -5.54% |
| WBC William Bradley Clayton Sagespring Wealth Partners LLC | 7,008 | $594,200.41 | $582,294.72 | -$11,905.69 | -2% |
Rossby Financial LLC Rossby Financial LLC | 1,185 | $92,173.2 | $97,087.05 | $4,913.85 | 5.33% |
| KD Keith Dwyer LeClair Wealth Partners LLC | 3,091 | $286,567 | $255,656.61 | -$30,910.39 | -10.79% |
Pinney & Scofield Inc. Pinney & Scofield Inc. | 226 | $19,825 | $18,769.3 | -$1,055.7 | -5.33% |