| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Bobby Adusumilli SJS Investment Consulting Inc. | 233 | $25,070.21 | $23,612.22 | -$1,457.99 | -5.82% |
| KMT Kirk M. Tokheim Ameritas Advisory Services LLC | 3,373 | $360,674.89 | $341,482.52 | -$19,192.37 | -5.32% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 1,706 | $176,054.78 | $170,361.16 | -$5,693.62 | -3.23% |
Sam Sweitzer Anson Capital Inc. | 8,665 | $926,548.45 | $870,832.5 | -$55,715.95 | -6.01% |
| HGL Herbst Group LLC Herbst Group LLC | 33,315 | $1.89M | $3.32M | $1.43M | 75.79% |
Caroline Jankowski Operose Advisors LLC | 1,779 | $164,246.43 | $177,650.94 | $13,404.51 | 8.16% |
Ana-Maria Ignat Covestor Ltd | 293 | $31,330.49 | $29,692.62 | -$1,637.87 | -5.23% |
Daniel Hays Comprehensive Financial Consultants Institutional Inc. | 7,826 | $502,980.4 | $812,025.76 | $309,045.36 | 61.44% |
Kristofer Gray Integrity Financial Corp. /WA | 58 | $6,201.94 | $6,018.08 | -$183.86 | -2.96% |
| FFG Fiduciary Financial Group LLC Fiduciary Financial Group LLC | 87,362 | $9.36M | $8.72M | -$637,858.9 | -6.81% |
Amanda Hawley Atria Wealth Solutions Inc. | 13,797 | $798,115.11 | $1.4M | $600,072.87 | 75.19% |
Michael Stulic Astoria Portfolio Advisors LLC | 2,801 | $299,510.93 | $279,707.86 | -$19,803.07 | -6.61% |
| TL Tradewinds LLC Tradewinds LLC | 33,014 | $3.53M | $3.43M | -$104,654.38 | -2.96% |
Leonid Berline ARMSTRONG ADVISORY GROUP Inc. | 1,087 | $101,693.97 | $108,645.65 | $6,951.68 | 6.84% |
Rachel Faulk Cape Investment Advisory Inc. | 59 | $6,110 | $5,979.06 | -$130.94 | -2.14% |
| SHF Second Half Financial Partners LLC Second Half Financial Partners LLC | 2,708 | $291,802.04 | $273,832.96 | -$17,969.08 | -6.16% |
| LWM Lodestone Wealth Management LLC Lodestone Wealth Management LLC | 206 | $21,355.05 | $20,632.96 | -$722.09 | -3.38% |
Loni Adams Daymark Wealth Partners LLC | 10,059 | $988,476.96 | $1.01M | $22,553.13 | 2.28% |
| GCI GUIDANCE CAPITAL Inc. GUIDANCE CAPITAL Inc. | 14,983 | $1.6M | $1.55M | -$46,572.37 | -2.91% |
Jeffrey D. Munjack JDM Financial Group LLC | 66 | $4,436.52 | $6,590.76 | $2,154.24 | 48.56% |