| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Katherine Saltonstall Sandy Cove Advisors LLC | 2,299 | $234,865.84 | $233,026.64 | -$1,839.2 | -0.78% |
David Lutz LifeGuide Financial Advisors LLC | 25,490 | $2.51M | $2.58M | $69,753.99 | 2.77% |
Dave Reichert Echo45 Advisors LLC | 36,511 | $3.65M | $3.7M | $54,448.95 | 1.49% |
Ryan Gough Perfromance Wealth Partners LLC | 54,213 | $5.35M | $5.46M | $112,829.33 | 2.11% |
Clint Dunn Beaird Harris Wealth Management LLC | 1,945 | $191,377.5 | $197,145.2 | $5,767.7 | 3.01% |
| CWA Consilio Wealth Advisors LLC Consilio Wealth Advisors LLC | 74,752 | $7.73M | $7.53M | -$204,820.48 | -2.65% |
Brian Ramsay Wealthspan Partners LLC | 49,432 | $5.06M | $5.01M | -$53,123.46 | -1.05% |
Ana-Maria Ignat Covestor Ltd | 354 | $36,409.52 | $35,644.26 | -$765.26 | -2.1% |
Kathryn Brown Morton Brown Family Wealth LLC | 76 | $7,417.6 | $7,703.36 | $285.76 | 3.85% |
John Gorlow Cardiff Park Advisors LLC | 13,292 | $1.34M | $1.34M | -$5,433.37 | -0.4% |
Sean Reitenbach Prosperity Consulting Group LLC | 2,190 | $220,314 | $220,445.4 | $131.4 | 0.06% |
James Langer Redmont Wealth Advisors LLC | 37 | $3,828.39 | $3,750.32 | -$78.07 | -2.04% |
Samantha Pierangeli City State Bank | 63,568 | $6.25M | $6.44M | $194,564.17 | 3.11% |
Jeremy Baltz Raleigh Capital Management Inc. | 70 | $7,240.1 | $7,095.2 | -$144.9 | -2% |
Michael O'Connor Capasso Planning Partners LLC | 18,995 | $1.95M | $1.91M | -$40,229.18 | -2.06% |
Dalila Toledo Ascent Group LLC | 100,281 | $10.33M | $10.16M | -$166,176.67 | -1.61% |
| EM Erin Mccann Simplicity Wealth LLC | 5,591 | $571,176.56 | $566,703.76 | -$4,472.8 | -0.78% |
| NAP Norma Angelica Peralta Morales Virtus Family Office LLC | 18,219 | $1.83M | $1.85M | $11,742.36 | 0.64% |
Patrick O'Connell Security Financial Services Inc. | 7,405 | $756,494.8 | $750,570.8 | -$5,924 | -0.78% |
Leanne Menzel Smallwood Wealth Investment Management LLC | 200 | $20,694 | $20,272 | -$422 | -2.04% |