| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Daniel Ronan Catalyst Financial Partners LLC | 6,997 | $598,265.34 | $638,826.1 | $40,560.76 | 6.78% |
Amanda Hawley Atria Wealth Solutions Inc. | 11,370 | $1.07M | $1.04M | -$27,288 | -2.56% |
Eric Dahm Range Financial Group LLC | 11,382 | $980,157.42 | $1.04M | $59,019.18 | 6.02% |
Jeffrey Gilbert Balboa Wealth Partners | 2,620 | $240,201.6 | $244,341.2 | $4,139.6 | 1.72% |
Sean Murray Quantum Financial Advisors LLC | 2,527 | $215,376.21 | $230,715.1 | $15,338.89 | 7.12% |
Edward Lowndes Angeles Wealth Management LLC | 28,417 | $2.3M | $2.59M | $291,913.27 | 12.68% |
Bradley J. Lineberger Seaside Wealth Management Inc. | 3,714 | $265,471.82 | $346,441.92 | $80,970.1 | 30.5% |
Kevin Zemann WealthPlan Investment Management LLC | 2,278 | $208,847.04 | $207,981.4 | -$865.64 | -0.41% |
Michael Stulic Astoria Portfolio Advisors LLC | 5,497 | $513,238.78 | $501,876.1 | -$11,362.68 | -2.21% |
| TL Tradewinds LLC Tradewinds LLC | 6,194 | $533,637.25 | $569,538.3 | $35,901.05 | 6.73% |
Nolan Baker Retirement Guys Formula LLC | 15,747 | $1.35M | $1.44M | $88,161.09 | 6.53% |
Brad Saenz Coastwise Capital Group LLC | 2,796 | $228,415.99 | $255,274.8 | $26,858.81 | 11.76% |
| BFG Bleakley Financial Group LLC Bleakley Financial Group LLC | 46,826 | $3.83M | $4.37M | $533,619.91 | 13.92% |
CJ Harrison DecisionPoint Financial LLC | 7 | $649.29 | $652.96 | $3.67 | 0.57% |
| JG John Ginter Callan Family Office LLC | 13,908 | $1.26M | $1.28M | $20,181.18 | 1.6% |
Brook Hart Presilium Private Wealth LLC | 7,523 | $592,737.36 | $686,849.9 | $94,112.54 | 15.88% |
Linda M. Dagilus Greenfield Savings Bank | 2,393 | $203,955.39 | $218,480.9 | $14,525.51 | 7.12% |
| TIM Tevis Investment Management Tevis Investment Management | 6,189 | $550,184.34 | $575,577 | $25,392.66 | 4.62% |
Jonmichael Dolgetta Advanced Portfolio Management LLC | 5,475 | $432,635 | $499,867.5 | $67,232.5 | 15.54% |
Mark Mowrey Signature Resources Capital Management LLC | 49 | $4,240.43 | $4,473.7 | $233.27 | 5.5% |