| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Courtney Lawson Autumn Glory Partners LLC | 3,590 | $266,485.7 | $293,554.3 | $27,068.6 | 10.16% |
| LWL Leo Wealth LLC Leo Wealth LLC | 5,683 | $258,019.22 | $462,908.76 | $204,889.54 | 79.41% |
William Jollie Quent Capital LLC | 116 | $11,815.76 | $9,654.68 | -$2,161.08 | -18.29% |
Timothy R. Guthrie Bullseye Investment Management LLC | 1,338 | $140,747.46 | $109,301.22 | -$31,446.24 | -22.34% |
Marc H. Stone Tyler-Stone Wealth Management | 3,764 | $279,401.72 | $307,537.62 | $28,135.9 | 10.07% |
Missy Straw Nilsine Partners LLC | 5,469 | $458,630 | $445,477.39 | -$13,152.61 | -2.87% |
David K. Balsdon Harvest Portfolios Group Inc. | 504,064 | $48.67M | $41.25M | -$7.42M | -15.25% |
Daniel Lavoie Walter Public Investments Inc. | 53,351 | $5.43M | $4.41M | -$1.03M | -18.93% |
Timothy Gerlach Novem Group | 2,716 | $255,848.19 | $221,231.78 | -$34,616.41 | -13.53% |
Jeffrey Gilbert Balboa Wealth Partners | 12,801 | $635,721.02 | $1.04M | $405,128.29 | 63.73% |
Leonid Berline ARMSTRONG ADVISORY GROUP Inc. | 189 | $17,963.34 | $15,679.44 | -$2,283.9 | -12.71% |
CJ Harrison DecisionPoint Financial LLC | 13 | $932 | $1,081.99 | $149.99 | 16.09% |
| JG John Ginter Callan Family Office LLC | 7,188 | $588,279.93 | $595,310.16 | $7,030.23 | 1.2% |
| FWA FSM Wealth Advisors LLC FSM Wealth Advisors LLC | 7,043 | $717,399.98 | $575,342.67 | -$142,057.31 | -19.8% |
| DT Desaree Tatum Heritage Wealth Management Inc. | 30,125 | $1.45M | $2.47M | $1.01M | 69.52% |
Tricia Peterson Mesirow Institutional Investment Management Inc. | 53,631 | $1.49M | $4.49M | $3M | 201.79% |
Mariana Coli Dunhill Financial LLC | 386 | $41,247.75 | $32,126.78 | -$9,120.97 | -22.11% |
| LWM Lodestone Wealth Management LLC Lodestone Wealth Management LLC | 124 | $11,593.71 | $10,044.62 | -$1,549.09 | -13.36% |
Lukas Lindgren Abound Wealth Management | 10 | $1,087 | $832.8 | -$254.2 | -23.39% |
Brian Dechow SWAN Capital LLC | 109 | $9,363.45 | $8,877.5 | -$485.95 | -5.19% |