| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Samantha Pierangeli City State Bank | 6 | $638.82 | $636.9 | -$1.92 | -0.3% |
| MWM Marion Wealth Management Marion Wealth Management | 2,566 | $273,202.02 | $272,380.9 | -$821.12 | -0.3% |
Mark Perrault Intergy Private Wealth LLC | 11,404 | $1.19M | $1.21M | $21,793.66 | 1.83% |
Taylor Fairman Eagle Rock Investment Company LLC | 44,831 | $4.65M | $4.76M | $108,292.59 | 2.33% |
Michael O'Connor Capasso Planning Partners LLC | 2,797 | $296,986.79 | $297,097.34 | $110.55 | 0.04% |
William Jollie Quent Capital LLC | 119,828 | $12.6M | $12.73M | $129,642.04 | 1.03% |
Dalila Toledo Ascent Group LLC | 187,832 | $19.86M | $19.94M | $74,578.4 | 0.38% |
Michael Byun SageView Advisory Group LLC | 70,883 | $7.51M | $7.53M | $26,510.37 | 0.35% |
Kristofer Gray Integrity Financial Corp. /WA | 1,245 | $132,194.32 | $132,156.75 | -$37.57 | -0.03% |
| HKI Hutchens & Kramer Investment Management Group LLC Hutchens & Kramer Investment Management Group LLC | 3,163 | $336,859.5 | $335,752.45 | -$1,107.05 | -0.33% |
Randy T. Siegel Aletheian Wealth Advisors LLC | 8,308 | $880,444.79 | $881,894.2 | $1,449.41 | 0.16% |
Adam Grossman Mayport LLC | 17,478 | $1.86M | $1.86M | $1,610.09 | 0.09% |
| CMD Chris M. Denholm Objective Capital Management LLC | 7,795 | $823,502.33 | $827,439.25 | $3,936.92 | 0.48% |
Mark Astrinos Libra Wealth LLC | 5,699 | $596,514.33 | $604,948.85 | $8,434.52 | 1.41% |
Candice Gilman Sofi Wealth LLC | 22 | $2,347.4 | $2,337.72 | -$9.68 | -0.41% |
Christopher M. Marks Sterling Investment Counsel LLC | 2,715 | $289,147.5 | $288,197.25 | -$950.25 | -0.33% |
Michael Topley Lansing Street Advisors | 2,016 | $214,448.28 | $213,998.4 | -$449.88 | -0.21% |
Timothy Gerlach Novem Group | 4,914 | $519,879.92 | $521,621.1 | $1,741.18 | 0.33% |
Christopher Warner WARNER FINANCIAL Inc. | 3,784 | $401,041.7 | $401,671.6 | $629.9 | 0.16% |
Daniel Ronan Catalyst Financial Partners LLC | 13,914 | $1.48M | $1.48M | -$1,952.69 | -0.13% |