| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Amanda Hawley Atria Wealth Solutions Inc. | 18,826 | $2.63M | $2.72M | $93,286.43 | 3.55% |
Jeffrey Gilbert Balboa Wealth Partners | 4,787 | $595,899.72 | $716,566.03 | $120,666.31 | 20.25% |
Sean Murray Quantum Financial Advisors LLC | 1,597 | $208,584.17 | $230,750.55 | $22,166.38 | 10.63% |
Edward Lowndes Angeles Wealth Management LLC | 1,704 | $206,337.36 | $246,210.98 | $39,873.62 | 19.32% |
Michael Stulic Astoria Portfolio Advisors LLC | 2,469 | $258,399.09 | $356,745.83 | $98,346.74 | 38.06% |
Leonid Berline ARMSTRONG ADVISORY GROUP Inc. | 84 | $12,519.32 | $12,137.16 | -$382.16 | -3.05% |
Brad Saenz Coastwise Capital Group LLC | 2,355 | $239,355.13 | $340,273.97 | $100,918.84 | 42.16% |
John Ritter Ritter Daniher Financial Advisory LLC / DE | 1,106 | $129,130.44 | $159,805.95 | $30,675.51 | 23.76% |
| BFG Bleakley Financial Group LLC Bleakley Financial Group LLC | 11,689 | $1.53M | $1.72M | $196,530.38 | 12.87% |
CJ Harrison DecisionPoint Financial LLC | 7 | $913 | $1,031.94 | $118.94 | 13.03% |
| JG John Ginter Callan Family Office LLC | 12,790 | $1.42M | $1.94M | $523,976.61 | 36.89% |
Rodrigo Diaz Plan Group Financial LLC | 2,898 | $385,792.24 | $418,732.05 | $32,939.81 | 8.54% |
| WCI W.H. Cornerstone Investments Inc. W.H. Cornerstone Investments Inc. | 2,118 | $313,716.28 | $317,043.42 | $3,327.14 | 1.06% |
Mark Mowrey Signature Resources Capital Management LLC | 3 | $293 | $433.47 | $140.47 | 47.94% |
Albert Moore First National Advisers LLC | 3,719 | $579,259.14 | $537,358.35 | -$41,900.79 | -7.23% |
| FWA FSM Wealth Advisors LLC FSM Wealth Advisors LLC | 3,052 | $310,064.02 | $440,983.51 | $130,919.49 | 42.22% |
Anita Woodhouse V-Square Quantitative Management LLC | 19,577 | $2.67M | $2.83M | $163,655.22 | 6.14% |
Hajime Yamamoto Resona Asset Management Co. Ltd. | 148,299 | $24.46M | $21.43M | -$3.04M | -12.41% |
Rachel Faulk Cape Investment Advisory Inc. | 807 | $105,356 | $119,193.9 | $13,837.9 | 13.13% |
| CGL Chester Gary Lloyd Coston, McIsaac & Partners | 3,470 | $481,821.81 | $534,380 | $52,558.19 | 10.91% |