| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Marc H. Stone Tyler-Stone Wealth Management | 5,419 | $313,860.82 | $353,914.89 | $40,054.07 | 12.76% |
Jonathan Straus Commons Capital LLC | 7,414 | $309,532.18 | $484,208.34 | $174,676.16 | 56.43% |
Stephen Dunnaway Brown Shipley& Co Ltd | 270 | $14,564 | $17,633.7 | $3,069.7 | 21.08% |
Missy Straw Nilsine Partners LLC | 4,483 | $258,974.75 | $292,784.73 | $33,809.98 | 13.06% |
Dalila Toledo Ascent Group LLC | 38,067 | $2.25M | $2.49M | $239,043.04 | 10.64% |
| EM Erin Mccann Simplicity Wealth LLC | 12,229 | $650,860.21 | $784,490.35 | $133,630.14 | 20.53% |
| REF Robert E. Frey Jr. Lakeside Advisors Inc. | 4,809 | $260,338.24 | $314,075.79 | $53,737.55 | 20.64% |
Michael Byun SageView Advisory Group LLC | 9,232 | $522,975.21 | $598,602.88 | $75,627.67 | 14.46% |
| KB Kimberly Byrne Bill Few Associates Inc. | 11,876 | $709,132.28 | $775,621.56 | $66,489.28 | 9.38% |
Daniel Hays Comprehensive Financial Consultants Institutional Inc. | 23,558 | $1.32M | $1.54M | $222,554.9 | 16.91% |
David T. Morgan High Net Worth Advisory Group LLC | 4,002 | $227,690.98 | $261,370.62 | $33,679.64 | 14.79% |
Kristen Williams Athena Investment Management | 10,950 | $803,033.35 | $702,442.5 | -$100,590.85 | -12.53% |
Leanne Menzel Smallwood Wealth Investment Management LLC | 6,574 | $464,778.83 | $429,347.94 | -$35,430.89 | -7.62% |
Molly Crider Walker Asset Management LLC | 8,616 | $533,632.66 | $562,710.96 | $29,078.3 | 5.45% |
Brian Levy West Wealth Group LLC | 5,833 | $336,097.46 | $374,186.95 | $38,089.49 | 11.33% |
David K. Balsdon Harvest Portfolios Group Inc. | 1.2M | $64.29M | $77.82M | $13.53M | 21.04% |
| FFG Fiduciary Financial Group LLC Fiduciary Financial Group LLC | 7,846 | $349,941.22 | $512,422.26 | $162,481.04 | 46.43% |
Michael Topley Lansing Street Advisors | 10,355 | $572,952.17 | $676,285.05 | $103,332.88 | 18.04% |
Timothy Gerlach Novem Group | 64,002 | $3.62M | $4.18M | $564,945.2 | 15.63% |
Daniel Ronan Catalyst Financial Partners LLC | 8,894 | $510,149.99 | $580,867.14 | $70,717.15 | 13.86% |