| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| PE Paul Elam Oak Harbor Wealth Partners LLC | 3,563 | $708,650.77 | $873,113.16 | $164,462.39 | 23.21% |
| LWL Leo Wealth LLC Leo Wealth LLC | 1,673 | $397,981.93 | $409,968.66 | $11,986.73 | 3.01% |
| WJ William Jollie Quent Capital LLC | 626 | $169,138.94 | $153,401.3 | -$15,737.64 | -9.3% |
| RFA Resurgent Financial Advisors LLC Resurgent Financial Advisors LLC | 2,936 | $632,428.75 | $719,466.81 | $87,038.06 | 13.76% |
| MS Missy Straw Nilsine Partners LLC | 1,079 | $295,450.58 | $264,408.95 | -$31,041.63 | -10.51% |
Dalila Toledo Ascent Group LLC | 15,087 | $3.76M | $3.7M | -$61,042.08 | -1.62% |
| EM Erin Mccann Simplicity Wealth LLC | 2,413 | $674,462.32 | $591,305.66 | -$83,156.66 | -12.33% |
| RG Robert Glass AlphaCentric Advisors LLC | 821 | $176,703.85 | $201,186.05 | $24,482.2 | 13.85% |
Michael Byun SageView Advisory Group LLC | 9,038 | $2.36M | $2.21M | -$145,622.02 | -6.17% |
Daniel Hays Comprehensive Financial Consultants Institutional Inc. | 19,184 | $4.09M | $4.7M | $606,541.63 | 14.81% |
| SCA Stacy C. Ambrosini Alley Investment Management Company LLC | 43,714 | $11.35M | $10.71M | -$635,729.79 | -5.6% |
Luther Hartwell Hodges Waycross Investment Management Co. | 4,684 | $1.03M | $1.15M | $113,446.21 | 10.97% |
Daniel Lavoie Walter Public Investments Inc. | 22,860 | $6.55M | $5.6M | -$948,167.93 | -14.48% |
Daniel Ronan Catalyst Financial Partners LLC | 3,885 | $951,317.52 | $952,019.26 | $701.74 | 0.07% |
Amanda Hawley Atria Wealth Solutions Inc. | 4,500 | $1.11M | $1.1M | -$5,686.93 | -0.51% |
| EL Edward Lowndes Angeles Wealth Management LLC | 1,335 | $366,070.56 | $327,141.75 | -$38,928.81 | -10.63% |
Benjamin Cauley Carr Financial Group Corp. | 1,426 | $253,717.28 | $349,441.3 | $95,724.02 | 37.73% |
Leonid Berline ARMSTRONG ADVISORY GROUP Inc. | 75 | $14,215 | $18,378.75 | $4,163.75 | 29.29% |
John DeMarco Trajan Wealth LLC | 20,832 | $4.61M | $5.1M | $493,450.27 | 10.7% |
| MK Malinda Khauv Cercano Management LLC | 683 | $201,724 | $167,369.15 | -$34,354.85 | -17.03% |