| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| EM Erin Mccann Simplicity Wealth LLC | 978 | $521,987.94 | $516,320.43 | -$5,667.51 | -1.09% |
Michael Byun SageView Advisory Group LLC | 1,023 | $534,475.91 | $539,090.31 | $4,614.4 | 0.86% |
| TK Taro Kuriyama Axq Capita LLP | 4,123 | $1.87M | $2.18M | $306,828.59 | 16.42% |
| SCA Stacy C. Ambrosini Alley Investment Management Company LLC | 29,029 | $8.99M | $15.33M | $6.34M | 70.52% |
| CS Catherine Salsman Paragon Private Wealth Management LLC | 520 | $255,077.44 | $274,357.2 | $19,279.76 | 7.56% |
| MC Molly Crider Walker Asset Management LLC | 553 | $211,796.05 | $292,697.37 | $80,901.32 | 38.2% |
| PAT Patricia A. Thompson Leeward Investments LLC - MA | 14,855 | $4.71M | $7.84M | $3.12M | 66.3% |
Mark Fiskio Empirical Asset Management LLC | 1,593 | $707,929.2 | $839,463.21 | $131,534.01 | 18.58% |
| TG Timothy Gerlach Novem Group | 2,107 | $1.03M | $1.11M | $82,035.35 | 7.98% |
Daniel Ronan Catalyst Financial Partners LLC | 1,300 | $418,304.65 | $687,193 | $268,888.35 | 64.28% |
Amanda Hawley Atria Wealth Solutions Inc. | 3,523 | $1.32M | $1.87M | $550,178.53 | 41.8% |
| SM Sean Murray Quantum Financial Advisors LLC | 1,018 | $442,533.47 | $538,124.98 | $95,591.51 | 21.6% |
Kevin Zemann WealthPlan Investment Management LLC | 803 | $356,853.2 | $424,473.83 | $67,620.63 | 18.95% |
Benjamin Cauley Carr Financial Group Corp. | 916 | $331,895.81 | $484,206.76 | $152,310.95 | 45.89% |
| MS Michael Stulic Astoria Portfolio Advisors LLC | 764 | $272,367.09 | $403,858.04 | $131,490.95 | 48.28% |
Leonid Berline ARMSTRONG ADVISORY GROUP Inc. | 240 | $81,015.89 | $126,880.8 | $45,864.91 | 56.61% |
John Ritter Ritter Daniher Financial Advisory LLC / DE | 76 | $37,288.59 | $40,189.94 | $2,901.35 | 7.78% |
CJ Harrison DecisionPoint Financial LLC | 2 | $1,078 | $1,055.18 | -$22.82 | -2.12% |
| JG John Ginter Callan Family Office LLC | 7,109 | $3.71M | $3.75M | $40,039.08 | 1.08% |
| TIM Tevis Investment Management Tevis Investment Management | 686 | $304,858.4 | $361,926.74 | $57,068.34 | 18.72% |