| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Neil Greenspan Fielder Capital Group LLC | 4,435 | $290,048.61 | $292,355.2 | $2,306.59 | 0.8% |
Chandler te Velde Maia Wealth LLC | 4,380 | $285,963.06 | $288,685.8 | $2,722.74 | 0.95% |
Focus Financial Network Inc. Focus Financial Network, Inc. | 3,309 | $200,956 | $218,178.91 | $17,222.91 | 8.57% |
Matthew Cochran Atlantic Edge Private Wealth Management, LLC | 2,585 | $169,060.47 | $170,196.4 | $1,135.93 | 0.67% |
Amy Taylor Pingora Partners LLC | 1,236 | $80,834 | $81,687.24 | $853.24 | 1.06% |
Christopher Griffith Stablepoint Partners, LLC | 97,951 | $6.36M | $6.47M | $104,884.08 | 1.65% |
| RJ Rebecca Judd Pathstone Holdings, LLC | 122,888 | $7.99M | $7.94M | -$46,255.35 | -0.58% |
| TJP Tyler James Pullen Pullen Investment Management, LLC | 25,157 | $1.64M | $1.63M | -$14,641.1 | -0.89% |
| FTM F. Thomas Mosley Mosley Wealth Management | 10 | $601 | $661.6 | $60.6 | 10.08% |
Ryan M Palmer Optimist Retirement Group LLC | 29,576 | $1.93M | $1.91M | -$20,265.27 | -1.05% |
| AIM Advyzon Investment Management LLC Advyzon Investment Management, LLC | 5,108 | $293,238.65 | $337,204.62 | $43,965.97 | 14.99% |
Kevin Kuhn Kuhn & Co Investment Counsel | 3,900 | $255,060 | $256,932 | $1,872 | 0.73% |
Joe Hill ALLEN WEALTH MANAGEMENT, LLC | 11,401 | $745,625.69 | $741,179.01 | -$4,446.68 | -0.6% |
Corey Saft Sivia Capital Partners, LLC | 7,888 | $500,507.42 | $519,345.92 | $18,838.5 | 3.76% |
Gintare Zubrute PROATHLETE WEALTH MANAGEMENT LLC | 285 | $18,639 | $18,425.25 | -$213.75 | -1.15% |
Angela Pompian Sunpointe, LLC | 3,657 | $208,339.09 | $241,215.72 | $32,876.63 | 15.78% |
Raul Isern ATLANTIC FAMILY WEALTH, LLC | 3,373 | $202,785 | $219,447.38 | $16,662.38 | 8.22% |
Joseph C. Capezza, Jr Cove Private Wealth, LLC | 5,065 | $304,508 | $335,885.47 | $31,377.47 | 10.3% |
Douglas E. Morisoli Fairman Group, LLC | 11 | $719 | $724.95 | $5.95 | 0.83% |
| WL Wealthcollab LLC WealthCollab, LLC | 16 | $1,047 | $1,038.32 | -$8.68 | -0.83% |