| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| BO Brian Oliveira Clear Street Group Inc. | 1.99M | $52.53M | $53.45M | $924,210.2 | 1.76% |
Loyd Stegent Stegent Equity Advisors Inc. | 136,866 | $3.79M | $3.68M | -$113,967.99 | -3% |
| PIL PFG Investments LLC PFG Investments LLC | 16,237 | $461,137 | $435,395.15 | -$25,741.85 | -5.58% |
Christopher C. Powers Farther Finance Advisors, LLC | 4,507 | $122,771 | $121,103.09 | -$1,667.91 | -1.36% |
Courtney Haddad Concurrent Investment Advisors, LLC | 94,611 | $2.34M | $2.54M | $207,861.07 | 8.9% |
Milestone Asset Management Group LLC Milestone Asset Management Group LLC | 13,028 | $336,509.94 | $347,847.6 | $11,337.66 | 3.37% |