| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| EM Erin Mccann Simplicity Wealth LLC | 1,192 | $332,956.8 | $351,294.31 | $18,337.51 | 5.51% |
Michael Byun SageView Advisory Group LLC | 5,224 | $1.44M | $1.59M | $143,887.99 | 9.98% |
Nichole Raftopoulos Nvest Financial LLC | 1,600 | $464,784 | $471,824.02 | $7,040.02 | 1.51% |
Daniel Hays Comprehensive Financial Consultants Institutional Inc. | 17,268 | $4.86M | $5.09M | $236,310.47 | 4.87% |
Katie Christensen iSAM Funds UKK) Ltd | 2,200 | $639,078.1 | $668,954.02 | $29,875.92 | 4.67% |
| CS Catherine Salsman Paragon Private Wealth Management LLC | 1,331 | $377,328.95 | $392,498.6 | $15,169.65 | 4.02% |
Timothy Gerlach Novem Group | 795 | $233,083 | $234,437.56 | $1,354.56 | 0.58% |
| MSN Melissa S. Nehrt Powers Advisory Group LLC | 1,260 | $346,765.42 | $371,561.41 | $24,795.99 | 7.15% |
Daniel Ronan Catalyst Financial Partners LLC | 1,719 | $489,569.1 | $506,915.93 | $17,346.83 | 3.54% |
Amanda Hawley Atria Wealth Solutions Inc. | 8,854 | $2.22M | $2.61M | $391,936.14 | 17.66% |
Gary M. Coon Finer Wealth Management Inc. | 996 | $304,270.96 | $293,710.45 | -$10,560.51 | -3.47% |
Edward Lowndes Angeles Wealth Management LLC | 709 | $205,976.24 | $209,077.02 | $3,100.78 | 1.51% |
James M. Perkins Quantum Private Wealth LLC | 1,630 | $495,478 | $480,670.72 | -$14,807.28 | -2.99% |
Kevin Zemann WealthPlan Investment Management LLC | 6,909 | $1.86M | $2.04M | $178,275.86 | 9.59% |
Michael Stulic Astoria Portfolio Advisors LLC | 1,101 | $311,545.96 | $324,673.9 | $13,127.94 | 4.21% |
| TL Tradewinds LLC Tradewinds LLC | 3,242 | $950,489.53 | $1M | $51,191.21 | 5.39% |
Leonid Berline ARMSTRONG ADVISORY GROUP Inc. | 8 | $2,466.07 | $2,359.12 | -$106.95 | -4.34% |
John DeMarco Trajan Wealth LLC | 30,326 | $8.87M | $9.22M | $354,493.7 | 4% |
John Ritter Ritter Daniher Financial Advisory LLC / DE | 911 | $248,447.92 | $268,644.8 | $20,196.88 | 8.13% |
CJ Harrison DecisionPoint Financial LLC | 52 | $12,963.81 | $15,324.92 | $2,361.11 | 18.21% |