| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Daniel Bennett APS Management Group Inc. | 18,092 | $644,097.02 | $632,496.32 | -$11,600.7 | -1.8% |
Daniel Hays Comprehensive Financial Consultants Institutional Inc. | 6,152 | $233,406.88 | $215,073.92 | -$18,332.96 | -7.85% |
Jason Matthews Kfg Wealth Management LLC | 19,065 | $609,462.39 | $666,512.4 | $57,050.01 | 9.36% |
| CS Catherine Salsman Paragon Private Wealth Management LLC | 41,156 | $1.34M | $1.44M | $97,331.23 | 7.26% |
Christopher M. Marks Sterling Investment Counsel LLC | 45,056 | $1.24M | $1.58M | $339,227.54 | 27.45% |
Amanda Hawley Atria Wealth Solutions Inc. | 121,608 | $3.38M | $4.1M | $725,885.15 | 21.49% |
Leonid Berline ARMSTRONG ADVISORY GROUP Inc. | 3,545 | $110,709.33 | $119,058.82 | $8,349.49 | 7.54% |
| XV Xavier Volatier Transatlantique Private Wealth LLC | 14,508 | $467,347.84 | $507,199.68 | $39,851.84 | 8.53% |
| BFG Bleakley Financial Group LLC Bleakley Financial Group LLC | 10,772 | $381,746.45 | $361,023.58 | -$20,722.87 | -5.43% |
| CGL Chester Gary Lloyd Coston, McIsaac & Partners | 695 | $19,686.28 | $23,331.15 | $3,644.87 | 18.51% |
Mariana Coli Dunhill Financial LLC | 394 | $13,088.22 | $13,293.56 | $205.34 | 1.57% |
| JJB James J. Burns & Company LLC James J. Burns & Company LLC | 7,451 | $243,962.42 | $260,486.96 | $16,524.54 | 6.77% |
Lukas Lindgren Abound Wealth Management | 10 | $327.84 | $337.65 | $9.81 | 2.99% |
Drew Phillips Fortitude Family Office LLC | 2,607 | $74,407.81 | $87,960.18 | $13,552.37 | 18.21% |
David Kennon David Kennon Inc | 10,230 | $325,416.3 | $343,114.2 | $17,697.9 | 5.44% |
Victoria Latham Fiduciary Alliance LLC | 95,687 | $3.12M | $3.26M | $142,273.4 | 4.56% |
Belena Vincetti Fortis Capital Advisors LLC | 10,498 | $375,144.45 | $358,086.78 | -$17,057.67 | -4.55% |
Jeffrey D. Munjack JDM Financial Group LLC | 207 | $5,292.87 | $7,060.77 | $1,767.9 | 33.4% |
| BP Brett Pohl Kingdom Financial Group LLC | 1,095 | $39,646.9 | $36,724.88 | -$2,922.02 | -7.37% |
| AAL Avraham A. Levitan Glass Jacobson Investment Advisors LLC | 579 | $17,078.97 | $19,749.69 | $2,670.72 | 15.64% |