| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Walter J. West Milestone Asset Management LLC | 43,300 | $4.42M | $4.39M | -$34,683 | -0.78% |
Moises Valladares Insigneo Advisory Services LLC | 6,892 | $704,296.07 | $694,300.08 | -$9,995.99 | -1.42% |
| NH Nathaniel Holden Core Wealth Partners LLC | 3,468 | $344,130 | $351,516.48 | $7,386.48 | 2.15% |
| CJ Carl Jurgens Walker Financial Services Inc. | 241,916 | $24.27M | $24.52M | $248,985.65 | 1.03% |
Richard W. Lowrie Park Edge Advisors LLC | 134,243 | $13.58M | $13.61M | $24,023.11 | 0.18% |
Paul B. Ordonio Park Place Capital Corp. | 53 | $5,414.48 | $5,339.22 | -$75.26 | -1.39% |
| SM Sarah Moore BOS Asset Management LLC | 4,840 | $498,826.11 | $490,582.4 | -$8,243.71 | -1.65% |
Jill Batley Gateway Wealth Partners LLC | 12,908 | $1.33M | $1.31M | -$26,248.4 | -1.97% |
Vincent Incerto LaSalle St. Investment Advisors LLC | 7,771 | $786,862.15 | $782,461.99 | -$4,400.16 | -0.56% |
Jennifer Henry Continuum Wealth Advisors LLC | 126,776 | $13.11M | $12.85M | -$262,426.07 | -2% |
Johnathan Kasting DDFG Inc. | 268,165 | $27.55M | $27.18M | -$365,495.2 | -1.33% |
Douglas J. Eaton Eaton Financial Holdings Company LLC | 4,729 | $489,144.23 | $479,331.44 | -$9,812.79 | -2.01% |
Ian Laterreur Ergawealth Advisors Inc. | 2,143 | $221,500.8 | $215,778.67 | -$5,722.13 | -2.58% |
| PIL PFG Investments LLC PFG Investments LLC | 6,114 | $631,325.74 | $619,715.04 | -$11,610.7 | -1.84% |
Brian Lawrence North Ridge Wealth Advisors Inc. | 4,498 | $445,390.98 | $455,917.28 | $10,526.3 | 2.36% |
Jacob Going Alpine Bank Wealth Management | 339,975 | $34.73M | $34.23M | -$499,763.25 | -1.44% |
Jenna Laws Evexia Wealth LLC | 10,022 | $1.01M | $1.01M | -$5,091.86 | -0.5% |
Andrew Kirchner ELEVATION WEALTH PARTNERS, LLC | 1,438 | $144,662.8 | $145,755.68 | $1,092.88 | 0.76% |
Gregory Bosch Strategies Wealth Advisors, LLC | 4,700 | $480,163 | $473,478 | -$6,685 | -1.39% |
Trivant Custom Portfolio Group LLC Trivant Custom Portfolio Group, LLC | 90,872 | $9.4M | $9.21M | -$186,911.57 | -1.99% |