| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Timothy R. Guthrie Bullseye Investment Management LLC | 1,793 | $282,146.48 | $274,831.04 | -$7,315.44 | -2.59% |
Marc H. Stone Tyler-Stone Wealth Management | 1,880 | $260,540.65 | $288,166.4 | $27,625.75 | 10.6% |
Missy Straw Nilsine Partners LLC | 10,111 | $1.4M | $1.55M | $146,939.3 | 10.47% |
Dalila Toledo Ascent Group LLC | 7,220 | $1.08M | $1.11M | $26,260.28 | 2.43% |
| EM Erin Mccann Simplicity Wealth LLC | 6,932 | $1.07M | $1.06M | -$18,467.86 | -1.72% |
Taro Kuriyama Axq Capita LLP | 12,635 | $2.02M | $1.93M | -$94,636.05 | -4.69% |
Leanne Menzel Smallwood Wealth Investment Management LLC | 382 | $60,111.52 | $58,552.96 | -$1,558.56 | -2.59% |
Daniel Ronan Catalyst Financial Partners LLC | 1,905 | $286,041.37 | $291,998.4 | $5,957.03 | 2.08% |
Amanda Hawley Atria Wealth Solutions Inc. | 7,907 | $973,057.43 | $1.21M | $238,927.53 | 24.55% |
Matthew Heller Willner & Heller LLC | 2,159 | $299,669.13 | $330,931.52 | $31,262.39 | 10.43% |
Eric Dahm Range Financial Group LLC | 2,788 | $408,233.59 | $427,344.64 | $19,111.05 | 4.68% |
| TL Tradewinds LLC Tradewinds LLC | 7,632 | $1.22M | $1.13M | -$89,676 | -7.35% |
Leonid Berline ARMSTRONG ADVISORY GROUP Inc. | 285 | $36,642.22 | $43,684.8 | $7,042.58 | 19.22% |
John DeMarco Trajan Wealth LLC | 52,631 | $8.31M | $7.94M | -$371,515.43 | -4.47% |
Nadine Hofstetter Northwest Bank & Trust Co. | 504 | $66,759 | $77,253.12 | $10,494.12 | 15.72% |
| BFG Bleakley Financial Group LLC Bleakley Financial Group LLC | 10,385 | $1.62M | $1.58M | -$32,948.21 | -2.04% |
CJ Harrison DecisionPoint Financial LLC | 205 | $27,201.51 | $31,237.9 | $4,036.39 | 14.84% |
| JG John Ginter Callan Family Office LLC | 11,633 | $1.72M | $1.69M | -$32,387.83 | -1.88% |
Mark Mowrey Signature Resources Capital Management LLC | 28 | $3,658 | $4,291.84 | $633.84 | 17.33% |
Junaid Subhan Sagard Holdings Management Inc. | 82 | $12,151 | $12,568.96 | $417.96 | 3.44% |