| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Marc H. Stone Tyler-Stone Wealth Management | 3,260 | $686,613.12 | $828,007.4 | $141,394.28 | 20.59% |
Dalila Toledo Ascent Group LLC | 1,686 | $398,545.5 | $425,276.64 | $26,731.14 | 6.71% |
| EM Erin Mccann Simplicity Wealth LLC | 1,778 | $568,490.07 | $451,594.22 | -$116,895.85 | -20.56% |
| REF Robert E. Frey Jr. Lakeside Advisors Inc. | 3,036 | $170,775 | $771,113.64 | $600,338.64 | 351.54% |
| EW Ed West Values First Advisors Inc. | 2,458 | $631,932.88 | $624,307.42 | -$7,625.46 | -1.21% |
Joseph J. Costigan apricus wealth LLC | 4,277 | $850,289.53 | $1.09M | $236,025.7 | 27.76% |
Michael Byun SageView Advisory Group LLC | 4,314 | $918,170.4 | $1.09M | $169,992.96 | 18.51% |
| KB Kimberly Byrne Bill Few Associates Inc. | 1,020 | $330,440 | $259,069.8 | -$71,370.2 | -21.6% |
Daniel Hays Comprehensive Financial Consultants Institutional Inc. | 10,766 | $2.79M | $2.76M | -$33,209.24 | -1.19% |
| DTM David T. Morgan High Net Worth Advisory Group LLC | 1,086 | $352,725.86 | $274,284.5 | -$78,441.36 | -22.24% |
Kristen Williams Athena Investment Management | 1,729 | $189,655.9 | $439,148.71 | $249,492.81 | 131.55% |
Leanne Menzel Smallwood Wealth Investment Management LLC | 100 | $26,219.5 | $25,224 | -$995.5 | -3.8% |
| CS Catherine Salsman Paragon Private Wealth Management LLC | 2,598 | $858,737.03 | $655,319.52 | -$203,417.51 | -23.69% |
| MT Michael Topley Lansing Street Advisors | 4,195 | $942,410.34 | $1.06M | $115,736.46 | 12.28% |
Daniel Ronan Catalyst Financial Partners LLC | 3,929 | $728,785.28 | $994,818.09 | $266,032.81 | 36.5% |
Amanda Hawley Atria Wealth Solutions Inc. | 14,677 | $3.51M | $3.73M | $217,035.52 | 6.19% |
Matthew Heller Willner & Heller LLC | 2,635 | $709,602.65 | $667,178.84 | -$42,423.81 | -5.98% |
Craig Johnsen Fortitude Advisory Group LLC | 5,710 | $1.59M | $1.45M | -$148,752.35 | -9.33% |
| EL Edward Lowndes Angeles Wealth Management LLC | 905 | $297,133.25 | $229,144.91 | -$67,988.34 | -22.88% |
| JMP James M. Perkins Quantum Private Wealth LLC | 5,831 | $1.63M | $1.52M | -$108,702.85 | -6.67% |