| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Missy Straw Nilsine Partners LLC | 1,852 | $311,895.32 | $357,250.78 | $45,355.46 | 14.54% |
Dalila Toledo Ascent Group LLC | 7,325 | $1.41M | $1.41M | $6,399.93 | 0.45% |
| EM Erin Mccann Simplicity Wealth LLC | 4,102 | $818,252.14 | $849,114 | $30,861.86 | 3.77% |
Michael Byun SageView Advisory Group LLC | 2,066 | $304,471.75 | $439,810.08 | $135,338.33 | 44.45% |
| CS Catherine Salsman Paragon Private Wealth Management LLC | 1,578 | $325,103.97 | $304,396.18 | -$20,707.79 | -6.37% |
Timothy Dempsey DHK Financial Advisors Inc. | 1,000 | $231,570 | $192,899.99 | -$38,670.01 | -16.7% |
David K. Balsdon Harvest Portfolios Group Inc. | 34,470 | $3.49M | $7.32M | $3.83M | 109.71% |
Timothy Gerlach Novem Group | 2,882 | $560,846.82 | $555,937.77 | -$4,909.05 | -0.88% |
Daniel Ronan Catalyst Financial Partners LLC | 4,982 | $712,638.8 | $961,027.75 | $248,388.95 | 34.85% |
Amanda Hawley Atria Wealth Solutions Inc. | 3,400 | $619,735 | $655,859.97 | $36,124.97 | 5.83% |
Matthew Heller Willner & Heller LLC | 1,744 | $298,071.57 | $336,417.58 | $38,346.01 | 12.86% |
Eric Dahm Range Financial Group LLC | 3,885 | $737,534.9 | $749,416.46 | $11,881.56 | 1.61% |
Sean Murray Quantum Financial Advisors LLC | 1,251 | $154,378.24 | $241,317.89 | $86,939.65 | 56.32% |
Edward Lowndes Angeles Wealth Management LLC | 6,453 | $1.06M | $1.24M | $181,861.42 | 17.11% |
Benjamin Cauley Carr Financial Group Corp. | 2,913 | $324,272.45 | $602,991 | $278,718.55 | 85.95% |
Michael Stulic Astoria Portfolio Advisors LLC | 3,592 | $604,928.72 | $692,896.76 | $87,968.04 | 14.54% |
Joseph Wallace Wallace Advisory Group LLC | 1,650 | $133,008.15 | $318,284.98 | $185,276.83 | 139.3% |
Leonid Berline ARMSTRONG ADVISORY GROUP Inc. | 75 | $12,630.97 | $14,467.5 | $1,836.53 | 14.54% |
John DeMarco Trajan Wealth LLC | 249,181 | $40.78M | $52.89M | $12.11M | 29.69% |
| XV Xavier Volatier Transatlantique Private Wealth LLC | 4,275 | $372,934.25 | $824,647.46 | $451,713.21 | 121.12% |