| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Missy Straw Nilsine Partners LLC | 1,852 | $311,895.32 | $304,246.56 | -$7,648.76 | -2.45% |
Dalila Toledo Ascent Group LLC | 7,448 | $1.43M | $1.22M | -$211,661.78 | -14.82% |
| EM Erin Mccann Simplicity Wealth LLC | 4,102 | $818,252.14 | $684,664.82 | -$133,587.32 | -16.33% |
Michael Byun SageView Advisory Group LLC | 2,066 | $304,471.75 | $337,760.01 | $33,288.26 | 10.93% |
| CS Catherine Salsman Paragon Private Wealth Management LLC | 1,578 | $325,103.97 | $262,216.26 | -$62,887.71 | -19.34% |
Timothy Dempsey DHK Financial Advisors Inc. | 1,000 | $231,570 | $166,750 | -$64,820 | -27.99% |
David K. Balsdon Harvest Portfolios Group Inc. | 34,470 | $3.49M | $5.71M | $2.22M | 63.66% |
Timothy Gerlach Novem Group | 2,882 | $560,846.82 | $473,454.96 | -$87,391.86 | -15.58% |
Daniel Ronan Catalyst Financial Partners LLC | 4,982 | $712,638.8 | $820,535.4 | $107,896.6 | 15.14% |
Amanda Hawley Atria Wealth Solutions Inc. | 3,400 | $619,735 | $563,720 | -$56,015 | -9.04% |
Matthew Heller Willner & Heller LLC | 1,744 | $298,071.57 | $289,033.12 | -$9,038.45 | -3.03% |
Eric Dahm Range Financial Group LLC | 3,885 | $737,534.9 | $646,969.05 | -$90,565.85 | -12.28% |
Sean Murray Quantum Financial Advisors LLC | 1,251 | $154,378.24 | $207,003.35 | $52,625.11 | 34.09% |
Edward Lowndes Angeles Wealth Management LLC | 6,453 | $1.06M | $1.06M | -$6,017.62 | -0.57% |
Benjamin Cauley Carr Financial Group Corp. | 2,913 | $324,272.45 | $483,339.52 | $159,067.07 | 49.05% |
Michael Stulic Astoria Portfolio Advisors LLC | 3,592 | $604,928.72 | $592,715.92 | -$12,212.8 | -2.02% |
Joseph Wallace Wallace Advisory Group LLC | 1,379 | $111,162.57 | $230,996.29 | $119,833.72 | 107.8% |
Leonid Berline ARMSTRONG ADVISORY GROUP Inc. | 75 | $12,630.97 | $12,523.5 | -$107.47 | -0.85% |
John DeMarco Trajan Wealth LLC | 249,181 | $40.78M | $41.34M | $554,713.12 | 1.36% |
| XV Xavier Volatier Transatlantique Private Wealth LLC | 4,275 | $372,934.25 | $711,915.75 | $338,981.5 | 90.9% |