| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Kathleen Thornhill Confluence Wealth Services Inc. | 8,783 | $826,655.96 | $809,265.62 | -$17,390.34 | -2.1% |
Bill McVay Red Tortoise LLC | 54 | $4,011.12 | $4,976.1 | $964.98 | 24.06% |
Samantha Pierangeli City State Bank | 133 | $9,990.96 | $12,222.7 | $2,231.74 | 22.34% |
W. Travis McKinney HB Wealth Management LLC | 8,465 | $729,189.68 | $785,128.75 | $55,939.07 | 7.67% |
| MPR Maureen P. Ruggiero Mendel Capital Management LLC | 3,364 | $273,333.65 | $312,078.28 | $38,744.63 | 14.17% |
| JRS James RG Skjong Ulland Investment Advisors LLC | 97 | $6,571.75 | $9,047.19 | $2,475.44 | 37.67% |
William Jollie Quent Capital LLC | 227 | $16,626.48 | $21,054.25 | $4,427.77 | 26.63% |
| EM Erin Mccann Simplicity Wealth LLC | 2,952 | $277,842.24 | $272,705.76 | -$5,136.48 | -1.85% |
Katie Christensen iSAM Funds UKK) Ltd | 3,500 | $329,420 | $325,325 | -$4,095 | -1.24% |
Amanda Hawley Atria Wealth Solutions Inc. | 6,664 | $579,954.66 | $618,086 | $38,131.34 | 6.57% |
Leonid Berline ARMSTRONG ADVISORY GROUP Inc. | 651 | $71,695 | $60,373.74 | -$11,321.26 | -15.79% |
CJ Harrison DecisionPoint Financial LLC | 5 | $457 | $463.75 | $6.75 | 1.48% |
Junaid Subhan Sagard Holdings Management Inc. | 68 | $4,607 | $6,289.32 | $1,682.32 | 36.52% |
Anita Woodhouse V-Square Quantitative Management LLC | 3,732 | $277,788.48 | $346,143 | $68,354.52 | 24.61% |
Hajime Yamamoto Resona Asset Management Co. Ltd. | 28,809 | $2.54M | $2.65M | $108,035.73 | 4.25% |
Rachel Faulk Cape Investment Advisory Inc. | 375 | $35,323.63 | $34,781.25 | -$542.38 | -1.54% |
| CGL Chester Gary Lloyd Coston, McIsaac & Partners | 207 | $17,389.86 | $19,007.77 | $1,617.91 | 9.3% |
| SFC Swisher Financial Concepts Inc. Swisher Financial Concepts Inc. | 903 | $84,990.36 | $83,518.47 | -$1,471.89 | -1.73% |
Mariana Coli Dunhill Financial LLC | 6 | $434.33 | $556.5 | $122.17 | 28.13% |
Lukas Lindgren Abound Wealth Management | 8 | $542 | $739.16 | $197.16 | 36.38% |