| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| LWL Leo Wealth LLC Leo Wealth LLC | 4,364 | $1.42M | $1.37M | -$52,490.06 | -3.7% |
William Jollie Quent Capital LLC | 3,800 | $800,771.3 | $1.19M | $391,934.7 | 48.94% |
| RFA Resurgent Financial Advisors LLC Resurgent Financial Advisors LLC | 669 | $226,289.25 | $210,975.84 | -$15,313.41 | -6.77% |
Timothy R. Guthrie Bullseye Investment Management LLC | 3,373 | $1.14M | $1.06M | -$77,106.78 | -6.76% |
| SMP Sotirios Mike Pappas Mystic Asset Management Inc. | 4,315 | $1.04M | $1.35M | $318,982 | 30.81% |
Marc H. Stone Tyler-Stone Wealth Management | 752 | $192,782.2 | $236,752.16 | $43,969.96 | 22.81% |
Missy Straw Nilsine Partners LLC | 3,035 | $693,973.98 | $953,141.75 | $259,167.77 | 37.35% |
Dalila Toledo Ascent Group LLC | 30,121 | $8.45M | $9.44M | $987,880.07 | 11.69% |
| EM Erin Mccann Simplicity Wealth LLC | 37,462 | $12.61M | $11.67M | -$931,440.64 | -7.39% |
Ed West Values First Advisors Inc. | 6,769 | $2.18M | $2.15M | -$32,745.1 | -1.5% |
Joseph J. Costigan apricus wealth LLC | 787 | $213,434.4 | $250,065.31 | $36,630.91 | 17.16% |
Michael Byun SageView Advisory Group LLC | 4,488 | $865,225.78 | $1.41M | $540,909.5 | 62.52% |
| KB Kimberly Byrne Bill Few Associates Inc. | 15,688 | $2.6M | $4.86M | $2.26M | 86.65% |
Nichole Raftopoulos Nvest Financial LLC | 740 | $273,663.83 | $235,564.2 | -$38,099.63 | -13.92% |
Kristen Williams Athena Investment Management | 924 | $128,915.71 | $293,351.52 | $164,435.81 | 127.55% |
Leanne Menzel Smallwood Wealth Investment Management LLC | 585 | $175,761.72 | $183,186.9 | $7,425.18 | 4.22% |
| SFL Safeguard Financial LLC Safeguard Financial LLC | 982 | $266,318.4 | $308,377.46 | $42,059.06 | 15.79% |
| CS Catherine Salsman Paragon Private Wealth Management LLC | 6,111 | $1.21M | $1.94M | $728,892.13 | 60.28% |
Adam Grossman Mayport LLC | 1,080 | $398,119.5 | $343,332 | -$54,787.5 | -13.76% |
Molly Crider Walker Asset Management LLC | 1,639 | $325,309.77 | $521,693.68 | $196,383.91 | 60.37% |