| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| JRS James RG Skjong Ulland Investment Advisors LLC | 10,965 | $2.04M | $4.41M | $2.36M | 115.57% |
| LWL Leo Wealth LLC Leo Wealth LLC | 899 | $381,796 | $357,802 | -$23,994 | -6.28% |
William Jollie Quent Capital LLC | 83 | $59,564.12 | $34,626.77 | -$24,937.35 | -41.87% |
Marc H. Stone Tyler-Stone Wealth Management | 360 | $298,058.4 | $144,144.18 | -$153,914.22 | -51.64% |
Richard A. Flora Key Client Fiduciary Advisors LLC | 932 | $522,488.51 | $373,666.76 | -$148,821.75 | -28.48% |
Dalila Toledo Ascent Group LLC | 839 | $470,351.78 | $328,787.32 | -$141,564.46 | -30.1% |
| EM Erin Mccann Simplicity Wealth LLC | 367 | $205,743.87 | $149,789.21 | -$55,954.66 | -27.2% |
Ed West Values First Advisors Inc. | 33 | $17,739.01 | $13,213.2 | -$4,525.81 | -25.51% |
Michael Byun SageView Advisory Group LLC | 421 | $236,017 | $166,631.8 | -$69,385.2 | -29.4% |
Nichole Raftopoulos Nvest Financial LLC | 777 | $339,906.29 | $317,513.28 | -$22,393.01 | -6.59% |
Thomas Mason Mason & Associates Inc. | 1,066 | $605,413.38 | $435,215.82 | -$170,197.56 | -28.11% |
| CS Catherine Salsman Paragon Private Wealth Management LLC | 456 | $258,976.08 | $182,582.4 | -$76,393.68 | -29.5% |
Amanda Hawley Atria Wealth Solutions Inc. | 2,168 | $676,652.34 | $904,467.92 | $227,815.58 | 33.67% |
| LV Leah Vaden Redwood Financial Network Corp. | 1,296 | $233,907.6 | $519,994.08 | $286,086.48 | 122.31% |
Matthew Heller Willner & Heller LLC | 478 | $245,544.1 | $195,100.48 | -$50,443.62 | -20.54% |
Jeffrey Gilbert Balboa Wealth Partners | 444 | $248,910.84 | $175,704.12 | -$73,206.72 | -29.41% |
Edward Lowndes Angeles Wealth Management LLC | 902 | $505,670.21 | $357,498.68 | -$148,171.53 | -29.3% |
Leonid Berline ARMSTRONG ADVISORY GROUP Inc. | 706 | $566,615.08 | $288,732.82 | -$277,882.26 | -49.04% |
Keith Williams 4D Advisors LLC | 20,000 | $11.48M | $7.79M | -$3.7M | -32.19% |
| JG John Ginter Callan Family Office LLC | 2,316 | $1.37M | $949,189.44 | -$416,096.08 | -30.48% |