| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Vincent Incerto LaSalle St. Investment Advisors LLC | 7,771 | $786,862.15 | $780,752.37 | -$6,109.78 | -0.78% |
Jennifer Henry Continuum Wealth Advisors LLC | 126,776 | $13.11M | $12.73M | -$377,792.23 | -2.88% |
Johnathan Kasting DDFG Inc. | 279,649 | $28.69M | $28.07M | -$617,693.21 | -2.15% |
Douglas J. Eaton Eaton Financial Holdings Company LLC | 4,729 | $489,144.23 | $475,382.72 | -$13,761.51 | -2.81% |
Ian Laterreur Ergawealth Advisors Inc. | 2,143 | $221,500.8 | $215,125.05 | -$6,375.75 | -2.88% |
| PIL PFG Investments LLC PFG Investments LLC | 6,114 | $631,325.74 | $613,998.45 | -$17,327.29 | -2.74% |
| JC Jared Calvert Buck Wealth Strategies LLC | 1,898 | $193,858 | $190,663.59 | -$3,194.41 | -1.65% |
Brian Lawrence North Ridge Wealth Advisors Inc. | 4,498 | $445,390.98 | $452,093.98 | $6,703 | 1.5% |
Jacob Going Alpine Bank Wealth Management | 67,039 | $6.85M | $6.74M | -$105,921.62 | -1.55% |
Jenna Laws Evexia Wealth LLC | 10,022 | $1.01M | $1.01M | -$7,647.47 | -0.75% |
Andrew Kirchner ELEVATION WEALTH PARTNERS, LLC | 1,570 | $157,820.76 | $157,604.45 | -$216.31 | -0.14% |
Gregory Bosch Strategies Wealth Advisors, LLC | 4,700 | $480,163 | $472,514.5 | -$7,648.5 | -1.59% |
Trivant Custom Portfolio Group LLC Trivant Custom Portfolio Group, LLC | 90,872 | $9.4M | $9.13M | -$269,605.09 | -2.87% |
Staci Compagno Portside Wealth Group, LLC | 23,107 | $2.35M | $2.32M | -$26,599.17 | -1.13% |
Courtney Holt Compound Planning, Inc. | 2,485 | $253,868 | $249,580.97 | -$4,287.03 | -1.69% |
Nemes Rush Group LLC Nemes Rush Group LLC | 40 | $4,096 | $4,015.8 | -$80.2 | -1.96% |
| DT Derek Tinnin Altiora Financial Group, LLC | 51,816 | $5.15M | $5.2M | $55,716.01 | 1.08% |
Hovig Melkonian LAZARI CAPITAL MANAGEMENT, INC. | 21,101 | $2.1M | $2.12M | $16,143.91 | 0.77% |
Kure Advisory LLC Kure Advisory, LLC | 69,559 | $6.88M | $6.98M | $103,578.3 | 1.51% |
Nancy Smetek Arcataur Capital Management LLC | 43,179 | $4.21M | $4.33M | $119,822.07 | 2.84% |