| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Rachel Faulk Cape Investment Advisory Inc. | 51 | $5,906 | $5,623.77 | -$282.23 | -4.78% |
Mariana Coli Dunhill Financial LLC | 30 | $2,478.57 | $3,308.1 | $829.53 | 33.47% |
Lukas Lindgren Abound Wealth Management | 37 | $3,616.05 | $4,078.88 | $462.83 | 12.8% |
| RR Roberto Roman MGO Private Wealth LLC | 10,402 | $779,179.86 | $1.13M | $355,158.24 | 45.58% |
Brian Dechow SWAN Capital LLC | 452 | $46,598.19 | $49,455.58 | $2,857.39 | 6.13% |
Loni Adams Daymark Wealth Partners LLC | 1,957 | $226,349 | $213,841.39 | -$12,507.61 | -5.53% |
Christopher Casanega Sharper & Granite LLC | 9,233 | $689,401.04 | $1.02M | $328,444.88 | 47.64% |
Amy Hart Phillips Wealth Planners LLC | 3,078 | $226,960.19 | $339,318.72 | $112,358.53 | 49.51% |
Bree Pate Olisti Co. Wealth LLC | 215 | $24,899 | $23,576.9 | -$1,322.1 | -5.31% |
Scott Highmark Mosaic Family Wealth Partners LLC | 2,455 | $284,019 | $269,068 | -$14,951 | -5.26% |
Rick Mordesovich Sonoma Private Wealth LLC | 2,120 | $188,414.72 | $233,072.8 | $44,658.08 | 23.7% |
Kevin Kroskey True Wealth Design LLC | 80 | $7,819 | $8,821.6 | $1,002.6 | 12.82% |
Brett Carleton Heritage Wealth Management Inc./Texas | 1,845 | $213,448 | $201,418.65 | -$12,029.35 | -5.64% |
Christopher E. Jaccard Financial Alternatives Inc. | 3,458 | $222,543.36 | $379,895.88 | $157,352.52 | 70.71% |
Courtney Holt Compound Planning, Inc. | 6,828 | $503,846.44 | $750,397.2 | $246,550.76 | 48.93% |
Katherine Stoner Empower Advisory Group, LLC | 3,587 | $330,427.9 | $391,646.59 | $61,218.69 | 18.53% |
Peter Sigismondi Ramirez Asset Management, Inc. | 750 | $50,160 | $82,245 | $32,085 | 63.97% |
Christopher C. Powers Farther Finance Advisors, LLC | 2,269 | $244,600.48 | $250,202.63 | $5,602.15 | 2.29% |
Jae Cho Marex Group plc | 22,800 | $2.23M | $2.5M | $275,766 | 12.38% |
Kevin Bresler TD Waterhouse Canada Inc. | 74,410 | $5.9M | $8.21M | $2.31M | 39.12% |