| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
William Jollie Quent Capital LLC | 182 | $30,081.74 | $31,116.54 | $1,034.8 | 3.44% |
Missy Straw Nilsine Partners LLC | 1,043 | $201,539 | $174,493.9 | -$27,045.1 | -13.42% |
Dalila Toledo Ascent Group LLC | 1,212 | $201,955.56 | $202,828.2 | $872.64 | 0.43% |
Taro Kuriyama Axq Capita LLP | 10,829 | $1.94M | $1.83M | -$108,213.43 | -5.58% |
Daniel Ronan Catalyst Financial Partners LLC | 1,208 | $199,812.34 | $202,038 | $2,225.66 | 1.11% |
Amanda Hawley Atria Wealth Solutions Inc. | 2,505 | $469,462.05 | $428,279.85 | -$41,182.2 | -8.77% |
Nolan Baker Retirement Guys Formula LLC | 1,240 | $239,605.2 | $207,644.2 | -$31,961 | -13.34% |
John Ritter Ritter Daniher Financial Advisory LLC / DE | 28 | $3,024.56 | $4,686.08 | $1,661.52 | 54.93% |
CJ Harrison DecisionPoint Financial LLC | 2 | $383 | $341.94 | -$41.06 | -10.72% |
| JG John Ginter Callan Family Office LLC | 7,498 | $1.39M | $1.28M | -$105,813.63 | -7.63% |
| JB Jodi Burnett Invictus Private Wealth LLC | 1,609 | $146,338.43 | $274,286.23 | $127,947.8 | 87.43% |
Albert Moore First National Advisers LLC | 11,328 | $1.9M | $1.89M | -$2,143.14 | -0.11% |
Mariana Coli Dunhill Financial LLC | 10 | $1,714 | $1,709.7 | -$4.3 | -0.25% |
Drew Phillips Fortitude Family Office LLC | 107 | $17,160.56 | $18,293.79 | $1,133.23 | 6.6% |
Loni Adams Daymark Wealth Partners LLC | 1,179 | $194,700.32 | $197,305.65 | $2,605.33 | 1.34% |
Brian Matter Creative Capital Management Investments LLC | 14 | $2,311.96 | $2,393.58 | $81.62 | 3.53% |
Cornell P. Abod Beacon Investment Advisors LLC | 5,296 | $524,939.79 | $885,517.68 | $360,577.89 | 68.69% |
Assaf Pinchas Allegiance Financial Group Advisory Services LLC | 1,112 | $183,636.12 | $186,093.2 | $2,457.08 | 1.34% |
Ashley Buboltz Moran Wealth Management LLC | 54,534 | $6.03M | $9.13M | $3.09M | 51.31% |
David Smith Linden Thomas Advisory Services LLC | 1,481 | $261,309.69 | $247,963.83 | -$13,345.86 | -5.11% |