| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Samantha Pierangeli City State Bank | 294 | $22,942.5 | $24,487.26 | $1,544.76 | 6.73% |
Christopher Pelch Vance Wealth LLC | 4,569 | $303,038.17 | $378,998.55 | $75,960.38 | 25.07% |
W. Travis McKinney HB Wealth Management LLC | 22,574 | $1.86M | $1.85M | -$7,993.7 | -0.43% |
| LF Lukas Feh LGT Group Foundation | 11,149 | $805,734.9 | $923,750.39 | $118,015.49 | 14.65% |
| MC mike Chen Byrne Asset Management LLC | 6,587 | $490,982.12 | $547,017.41 | $56,035.29 | 11.41% |
Russell Mohberg Regatta Capital Group LLC | 3,800 | $295,008.72 | $315,856 | $20,847.28 | 7.07% |
William Jollie Quent Capital LLC | 812 | $72,796.74 | $66,527.16 | -$6,269.58 | -8.61% |
Dalila Toledo Ascent Group LLC | 12,652 | $908,793.16 | $1.05M | $144,991.92 | 15.95% |
| EM Erin Mccann Simplicity Wealth LLC | 2,678 | $259,387.24 | $219,756.68 | -$39,630.56 | -15.28% |
Ed West Values First Advisors Inc. | 16,248 | $1.51M | $1.35M | -$155,818.32 | -10.34% |
Michael Byun SageView Advisory Group LLC | 58,909 | $4.93M | $4.9M | -$30,015.65 | -0.61% |
Brian Levy West Wealth Group LLC | 10,771 | $755,982.14 | $894,639.26 | $138,657.12 | 18.34% |
Daniel Ronan Catalyst Financial Partners LLC | 2,731 | $245,092.26 | $226,495.48 | -$18,596.78 | -7.59% |
Amanda Hawley Atria Wealth Solutions Inc. | 8,175 | $717,111 | $669,777.75 | -$47,333.25 | -6.6% |
Edward Lowndes Angeles Wealth Management LLC | 2,557 | $230,224.17 | $212,346.06 | -$17,878.11 | -7.77% |
| TL Tradewinds LLC Tradewinds LLC | 12,147 | $1.13M | $1.01M | -$116,489.73 | -10.34% |
John Ritter Ritter Daniher Financial Advisory LLC / DE | 553 | $40,916.94 | $45,959.83 | $5,042.89 | 12.32% |
William Cantus Pacific Sage Partners LLC | 2,907 | $218,100.93 | $238,577.49 | $20,476.56 | 9.39% |
| BFG Bleakley Financial Group LLC Bleakley Financial Group LLC | 18,734 | $1.56M | $1.54M | -$20,082.45 | -1.29% |
CJ Harrison DecisionPoint Financial LLC | 5 | $457 | $409.65 | -$47.35 | -10.36% |