| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Jim Clark Worth Asset Management LLC | 5,391 | $337,638.33 | $319,470.66 | -$18,167.67 | -5.38% |
Amanda Hawley Atria Wealth Solutions Inc. | 31,034 | $1.14M | $1.84M | $701,368.52 | 61.65% |
Kevin Zemann WealthPlan Investment Management LLC | 17,310 | $902,953.06 | $1.03M | $122,837.54 | 13.6% |
Leonid Berline ARMSTRONG ADVISORY GROUP Inc. | 143 | $2,162.3 | $8,474.18 | $6,311.88 | 291.91% |
Mariana Coli Dunhill Financial LLC | 100 | $5,689 | $5,994.99 | $305.99 | 5.38% |
| SMK Solomon M. Kilgroe Cyndeo Wealth Partners LLC | 5,698 | $327,052.88 | $337,663.48 | $10,610.6 | 3.24% |
Victoria Latham Fiduciary Alliance LLC | 4,611 | $116,209.39 | $273,247.86 | $157,038.47 | 135.13% |
Ashley Buboltz Moran Wealth Management LLC | 28,928 | $1.64M | $1.75M | $115,086.75 | 7.04% |
| CAD Chelsea A. Delgado Main Street Group Ltd. | 200 | $9,962 | $11,852 | $1,890 | 18.97% |
Andrew Kirchner ELEVATION WEALTH PARTNERS, LLC | 41 | $1,513 | $2,429.66 | $916.66 | 60.59% |
Joe-Ben O'Banion TITLEIST ASSET MANAGEMENT, LLC | 5,370 | $278,665.96 | $318,226.2 | $39,560.24 | 14.2% |
Nemes Rush Group LLC Nemes Rush Group LLC | 101 | $4,362 | $6,133.73 | $1,771.73 | 40.62% |
Bradley Harsch Strategic Advocates LLC | 95 | $6,368.79 | $5,711.4 | -$657.39 | -10.32% |
Christopher C. Powers Farther Finance Advisors, LLC | 4,560 | $235,713.47 | $270,225.6 | $34,512.13 | 14.64% |
Envestnet Portfolio Solutions Inc. Envestnet Portfolio Solutions, Inc. | 11,533 | $652,193.71 | $683,445.58 | $31,251.87 | 4.79% |
Kevin Bresler TD Waterhouse Canada Inc. | 60 | $2,589.69 | $3,555.6 | $965.91 | 37.3% |
Benj Foor Frazier Financial Advisors, LLC | 131 | $4,109.56 | $7,853.44 | $3,743.88 | 91.1% |
Ann Keitner Quantum Portfolio Management LLC | 3,483 | $218,140 | $211,522.59 | -$6,617.41 | -3.03% |
Andrea N. Thompson WEST PACES ADVISORS INC. | 35 | $2,192 | $2,074.1 | -$117.9 | -5.38% |
| KK Katelyn Kappius Traction Financial Partners, LLC | 18,579 | $678,187.19 | $1.12M | $438,782.29 | 64.7% |