| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| SP Samantha Pierangeli City State Bank | 100 | $17,857 | $17,761 | -$96 | -0.54% |
| WTM W. Travis McKinney HB Wealth Management LLC | 3,700 | $714,552.94 | $657,157 | -$57,395.94 | -8.03% |
| MC mike Chen Byrne Asset Management LLC | 15 | $3,775.2 | $2,686.12 | -$1,089.08 | -28.85% |
| MS Missy Straw Nilsine Partners LLC | 2,907 | $570,638.51 | $516,312.27 | -$54,326.24 | -9.52% |
Dalila Toledo Ascent Group LLC | 2,517 | $459,193.62 | $447,044.37 | -$12,149.25 | -2.65% |
Joseph J. Costigan apricus wealth LLC | 17,339 | $3.08M | $3.08M | -$3,285.05 | -0.11% |
Michael Byun SageView Advisory Group LLC | 469 | $100,301 | $83,299.09 | -$17,001.91 | -16.95% |
| EL Edward Lowndes Angeles Wealth Management LLC | 1,002 | $206,502.18 | $177,965.22 | -$28,536.96 | -13.82% |
Mary Lecca ARGONAUTICA PRIVATE WEALTH MANAGEMENT Inc. | 3,447 | $599,096.48 | $612,221.67 | $13,125.19 | 2.19% |
| JG John Ginter Callan Family Office LLC | 20,775 | $3.83M | $3.72M | -$103,886.07 | -2.72% |
Anu Prabhu Altrius Capital Management Inc. | 46,498 | $7.5M | $8.32M | $825,210.67 | 11% |
Anita Woodhouse V-Square Quantitative Management LLC | 98 | $20,197 | $17,555.71 | -$2,641.29 | -13.08% |
Mariana Coli Dunhill Financial LLC | 7 | $1,291.26 | $1,254.75 | -$36.51 | -2.83% |
| LWM Lodestone Wealth Management LLC Lodestone Wealth Management LLC | 2,603 | $373,923.81 | $466,301.13 | $92,377.32 | 24.7% |
Lukas Lindgren Abound Wealth Management | 44 | $9,281.9 | $7,752.8 | -$1,529.1 | -16.47% |
Alex Nunnamaker Schechter Investment Advisors LLC | 3,491 | $597,518.46 | $625,761.75 | $28,243.29 | 4.73% |
| DWM Drive Wealth Management LLC Drive Wealth Management LLC | 1,711 | $284,277 | $306,696.75 | $22,419.75 | 7.89% |
Brian Matter Creative Capital Management Investments LLC | 39 | $7,010.25 | $6,990.75 | -$19.5 | -0.28% |
| QS Quentin Stoker Gallacher Capital Management LLC | 1,531 | $265,962.38 | $271,920.91 | $5,958.53 | 2.24% |
| PDH Patrick D. Hayes Canopy Partners LLC | 1,423 | $274,772.2 | $255,378.69 | -$19,393.51 | -7.06% |