| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
cullen roche Orcam Financial Group | 1,376 | $269,324.48 | $247,790.08 | -$21,534.4 | -8% |
Nicholas Shaheen FSA Advisors Inc. | 1,803 | $334,416.92 | $326,433.16 | -$7,983.76 | -2.39% |
Jaclyn Gilbert SAXON INTERESTS Inc. | 3,622 | $646,647.8 | $655,763.11 | $9,115.31 | 1.41% |
| FSR Frank S. Rhodes Conrad Siegel Investment Advisors Inc. | 3,195 | $499,237.56 | $575,659.12 | $76,421.56 | 15.31% |
John Flavin Aspire Capital Advisors LLC | 20,021 | $3.91M | $3.61M | -$297,671.94 | -7.62% |
Jeffrey McClean Solidarity Wealth LLC | 1,603 | $279,002.15 | $289,101.07 | $10,098.92 | 3.62% |
Taylor Jobe MKT Advisors LLC | 1,138 | $201,041.03 | $205,238.3 | $4,197.27 | 2.09% |
| SOA Silver Oak Advisory Group Inc. Silver Oak Advisory Group Inc. | 1,325 | $262,535.5 | $238,897.5 | -$23,638 | -9% |
William Liberti Wealth Effects LLC | 2,604 | $411,184.48 | $471,454.21 | $60,269.73 | 14.66% |
Timothy Tenneriello Oliver Lagore Vanvalin Investment Group | 111 | $17,977.01 | $20,018.85 | $2,041.84 | 11.36% |
Dave Reichert Echo45 Advisors LLC | 1,450 | $269,540.5 | $261,137.75 | -$8,402.75 | -3.12% |
Jennifer Carlson Gould Capital LLC | 32 | $5,590.45 | $5,793.6 | $203.15 | 3.63% |
Tyler Glazier New Millennium Group LLC | 43 | $6,376.06 | $7,755.05 | $1,378.99 | 21.63% |
Caroline Jankowski Operose Advisors LLC | 10 | $1,981.4 | $1,803.5 | -$177.9 | -8.98% |
Kathryn Brown Morton Brown Family Wealth LLC | 125 | $21,406.17 | $22,543.75 | $1,137.58 | 5.31% |
John Gorlow Cardiff Park Advisors LLC | 457 | $70,085.52 | $82,419.95 | $12,334.43 | 17.6% |
| CC Cheung Chan Chemistry Wealth Management LLC | 2,797 | $463,732.29 | $506,396.86 | $42,664.57 | 9.2% |
Brian Kellett Kellett Wealth Advisors LLC | 1,682 | $242,141.84 | $303,348.72 | $61,206.88 | 25.28% |
Samantha Pierangeli City State Bank | 6,942 | $1.11M | $1.24M | $131,878.42 | 11.85% |
| BFA Blackston Financial Advisory Group LLC Blackston Financial Advisory Group LLC | 2,786 | $488,461.26 | $501,702.88 | $13,241.62 | 2.71% |