| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| MSN Melissa S. Nehrt Powers Advisory Group LLC | 494 | $205,321.22 | $204,713.6 | -$607.62 | -0.3% |
Daniel Ronan Catalyst Financial Partners LLC | 7,526 | $3.3M | $3.12M | -$177,193.76 | -5.38% |
Amanda Hawley Atria Wealth Solutions Inc. | 14,071 | $7.1M | $5.83M | -$1.27M | -17.86% |
| LV Leah Vaden Redwood Financial Network Corp. | 481 | $199,918.03 | $195,795.86 | -$4,122.17 | -2.06% |
Stephen Kenney Gray Private Wealth LLC | 503 | $209,062 | $208,443.19 | -$618.81 | -0.3% |
Craig Johnsen Fortitude Advisory Group LLC | 942 | $464,817.39 | $390,364.79 | -$74,452.6 | -16.02% |
Jeffrey Gilbert Balboa Wealth Partners | 1,149 | $493,774.4 | $467,711.94 | -$26,062.46 | -5.28% |
Gary M. Coon Finer Wealth Management Inc. | 2,194 | $696,777.83 | $909,193.58 | $212,415.75 | 30.49% |
Sean Murray Quantum Financial Advisors LLC | 1,138 | $572,404.76 | $471,587.19 | -$100,817.57 | -17.61% |
Edward Lowndes Angeles Wealth Management LLC | 4,132 | $1.66M | $1.71M | $50,551.18 | 3.04% |
Kevin Zemann WealthPlan Investment Management LLC | 18,649 | $5.7M | $7.73M | $2.02M | 35.48% |
Vito Collacuro Sutton Place Investors LLC | 1,125 | $467,583.75 | $454,466.25 | -$13,117.5 | -2.81% |
| WIM Warwick Investment Management Inc. Warwick Investment Management Inc. | 1,048 | $446,702.1 | $434,291.19 | -$12,410.91 | -2.78% |
James Rukstalis ESG Planning DBA Harper Investing | 5,806 | $1.64M | $2.41M | $764,761.44 | 46.6% |
David W. Chenet Presidio Capital Management LLC | 1,822 | $851,666.07 | $755,036.78 | -$96,629.29 | -11.35% |
| TL Tradewinds LLC Tradewinds LLC | 8,190 | $2.83M | $3.29M | $462,250.12 | 16.35% |
Leonid Berline ARMSTRONG ADVISORY GROUP Inc. | 2,311 | $1.14M | $957,678.38 | -$186,246.06 | -16.28% |
Nolan Baker Retirement Guys Formula LLC | 937 | $318,346.62 | $388,292.79 | $69,946.17 | 21.97% |
John DeMarco Trajan Wealth LLC | 79,527 | $32.87M | $31.74M | -$1.13M | -3.44% |
Brad Saenz Coastwise Capital Group LLC | 3,068 | $986,920.1 | $1.27M | $284,459.07 | 28.82% |