| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Daniel Ronan Catalyst Financial Partners LLC | 1,812 | $166,830.82 | $178,337.04 | $11,506.22 | 6.9% |
Sean Murray Quantum Financial Advisors LLC | 1,870 | $254,301.32 | $186,345.5 | -$67,955.82 | -26.72% |
Edward Lowndes Angeles Wealth Management LLC | 5,702 | $775,415.04 | $557,284.97 | -$218,130.07 | -28.13% |
Kevin Zemann WealthPlan Investment Management LLC | 4,093 | $403,148.84 | $414,661.83 | $11,512.99 | 2.86% |
Leonid Berline ARMSTRONG ADVISORY GROUP Inc. | 28 | $2,702 | $2,807.56 | $105.56 | 3.91% |
John Ritter Ritter Daniher Financial Advisory LLC / DE | 240 | $16,572 | $23,460 | $6,888 | 41.56% |
William Cantus Pacific Sage Partners LLC | 3,066 | $297,826.56 | $312,578.7 | $14,752.14 | 4.95% |
| BFG Bleakley Financial Group LLC Bleakley Financial Group LLC | 20,094 | $2.07M | $2M | -$67,020.63 | -3.24% |
CJ Harrison DecisionPoint Financial LLC | 8 | $1,082 | $810.48 | -$271.52 | -25.09% |
| JG John Ginter Callan Family Office LLC | 15,167 | $1.38M | $1.52M | $143,046.04 | 10.35% |
Anita Woodhouse V-Square Quantitative Management LLC | 19,614 | $1.46M | $1.99M | $529,009.45 | 36.28% |
Hajime Yamamoto Resona Asset Management Co. Ltd. | 27,295 | $1.93M | $2.63M | $704,151.22 | 36.57% |
Rachel Faulk Cape Investment Advisory Inc. | 214 | $27,598.92 | $21,680.34 | -$5,918.58 | -21.44% |
Mariana Coli Dunhill Financial LLC | 184 | $16,769.18 | $18,641.04 | $1,871.86 | 11.16% |
Lukas Lindgren Abound Wealth Management | 15 | $1,158.86 | $1,523.4 | $364.54 | 31.46% |
Drew Phillips Fortitude Family Office LLC | 975 | $98,793.57 | $98,777.25 | -$16.32 | -0.02% |
Alex Nunnamaker Schechter Investment Advisors LLC | 4,552 | $441,999.2 | $444,889.72 | $2,890.52 | 0.65% |
Bert D. Barre Colonial Trust Co. / SC | 97 | $13,007.12 | $9,724.25 | -$3,282.87 | -25.24% |
Loni Adams Daymark Wealth Partners LLC | 3,024 | $278,419.99 | $291,316.44 | $12,896.45 | 4.63% |
Brian Matter Creative Capital Management Investments LLC | 63 | $8,567.37 | $6,382.53 | -$2,184.84 | -25.5% |