| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Laurel Mason Passaic Partners LLC | 166,897 | $18.18M | $18.2M | $17,860.12 | 0.1% |
Ryan P. Sawyer Viewpoint Capital Management LLC | 62,864 | $5.67M | $6.52M | $844,943.92 | 14.89% |
William Liberti Wealth Effects LLC | 5,543 | $505,262.44 | $574,753.67 | $69,491.23 | 13.75% |
Raymond L. Eaton Primoris Wealth Advisors LLC | 20,950 | $2.42M | $2.17M | -$248,676.5 | -10.27% |
Caroline Jankowski Operose Advisors LLC | 2,353 | $259,643.57 | $254,947.55 | -$4,696.02 | -1.81% |
W. Travis McKinney HB Wealth Management LLC | 3,659 | $308,105.36 | $379,401.71 | $71,296.35 | 23.14% |
Amanda Hawley Atria Wealth Solutions Inc. | 3,985 | $442,893.97 | $413,204.65 | -$29,689.32 | -6.7% |
Tom Deck Bricktown Capital LLC | 29,034 | $2.83M | $3.01M | $180,278.37 | 6.37% |
Rachel Faulk Cape Investment Advisory Inc. | 48 | $5,547 | $4,977.12 | -$569.88 | -10.27% |
| GCI GUIDANCE CAPITAL Inc. GUIDANCE CAPITAL Inc. | 8,614 | $878,355.07 | $893,185.66 | $14,830.59 | 1.69% |
Belena Vincetti Fortis Capital Advisors LLC | 2,115 | $244,409 | $219,304.35 | -$25,104.65 | -10.27% |
Sheryl Stephens Stephens Consulting LLC | 1,000 | $110,800 | $103,690 | -$7,110 | -6.42% |
Scott Register Register Financial Advisors LLC | 1,757 | $174,402.28 | $182,183.33 | $7,781.05 | 4.46% |
| FFL Financial Freedom LLC Financial Freedom LLC | 4,001 | $242,494.35 | $414,863.69 | $172,369.34 | 71.08% |
| DFG Delta Financial Group Inc. Delta Financial Group Inc. | 2,390 | $192,445.18 | $247,819.1 | $55,373.92 | 28.77% |
| CAD Chelsea A. Delgado Main Street Group Ltd. | 1 | $99 | $103.69 | $4.69 | 4.74% |
| SM Sarah Moore BOS Asset Management LLC | 1,931 | $198,817.61 | $200,225.39 | $1,407.78 | 0.71% |
Kevin Kroskey True Wealth Design LLC | 131 | $12,933 | $13,583.39 | $650.39 | 5.03% |
Elliot Kallen Prosperity Wealth Management, Inc. | 2,051 | $227,250.62 | $212,668.19 | -$14,582.43 | -6.42% |
Christopher C. Powers Farther Finance Advisors, LLC | 2,171 | $228,777.22 | $225,110.99 | -$3,666.23 | -1.6% |