| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Ana-Maria Ignat Covestor Ltd | 1,418 | $66,301.45 | $66,036.26 | -$265.19 | -0.4% |
Kathryn Brown Morton Brown Family Wealth LLC | 1,104 | $49,679.67 | $52,026 | $2,346.33 | 4.72% |
| JN John Nunn Paradigm Capital Management LLC/NV | 27,084 | $1.21M | $1.26M | $52,903 | 4.38% |
| CB Catherine Bluvol Next Level Private LLC | 5,762 | $227,562.63 | $273,464.52 | $45,901.89 | 20.17% |
Andrew Burkey Joseph Group Capital Management | 204 | $9,678.18 | $9,615.54 | -$62.64 | -0.65% |
Sean Reitenbach Prosperity Consulting Group LLC | 17,292 | $762,571.69 | $817,652.22 | $55,080.53 | 7.22% |
Samantha Pierangeli City State Bank | 1,169 | $50,552.67 | $55,410.6 | $4,857.93 | 9.61% |
W. Travis McKinney HB Wealth Management LLC | 136,250 | $5.84M | $6.35M | $507,415.78 | 8.69% |
Mark Perrault Intergy Private Wealth LLC | 4,464 | $222,396.48 | $212,017.68 | -$10,378.8 | -4.67% |
Jeremy Baltz Raleigh Capital Management Inc. | 20,782 | $899,755.62 | $978,624.38 | $78,868.76 | 8.77% |
Paul Elam Oak Harbor Wealth Partners LLC | 33,994 | $1.49M | $1.62M | $129,619.47 | 8.71% |
William Jollie Quent Capital LLC | 2,346 | $110,506.01 | $109,253.22 | -$1,252.79 | -1.13% |
| RFA Resurgent Financial Advisors LLC Resurgent Financial Advisors LLC | 5,056 | $251,889.92 | $238,314.56 | -$13,575.36 | -5.39% |
Missy Straw Nilsine Partners LLC | 7,477 | $372,504 | $352,428.39 | -$20,075.61 | -5.39% |
Dalila Toledo Ascent Group LLC | 50,923 | $2.36M | $2.41M | $57,812.69 | 2.45% |
| EM Erin Mccann Simplicity Wealth LLC | 13,798 | $601,534.22 | $643,469.73 | $41,935.51 | 6.97% |
Michael Byun SageView Advisory Group LLC | 10,888 | $497,805.76 | $514,839.08 | $17,033.32 | 3.42% |
Daniel Hays Comprehensive Financial Consultants Institutional Inc. | 24,257 | $1.07M | $1.13M | $63,643.28 | 5.97% |
David T. Morgan High Net Worth Advisory Group LLC | 4,960 | $183,123.2 | $233,814.4 | $50,691.2 | 27.68% |
Leanne Menzel Smallwood Wealth Investment Management LLC | 4,646 | $231,463.72 | $218,780.14 | -$12,683.58 | -5.48% |