| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Missy Straw Nilsine Partners LLC | 16,397 | $3.3M | $5.08M | $1.78M | 54.01% |
Dalila Toledo Ascent Group LLC | 5,636 | $1.54M | $1.72M | $176,413.41 | 11.45% |
| EM Erin Mccann Simplicity Wealth LLC | 1,257 | $382,423.09 | $382,115.43 | -$307.66 | -0.08% |
Robert Glass AlphaCentric Advisors LLC | 1,116 | $283,971.08 | $345,837.25 | $61,866.17 | 21.79% |
Michael Byun SageView Advisory Group LLC | 825 | $257,838.53 | $250,791.75 | -$7,046.78 | -2.73% |
| KB Kimberly Byrne Bill Few Associates Inc. | 17,521 | $2.6M | $5.34M | $2.74M | 105.1% |
Taro Kuriyama Axq Capita LLP | 3,261 | $1.05M | $993,838.66 | -$60,024.38 | -5.7% |
Jason Matthews Kfg Wealth Management LLC | 1,547 | $311,253.13 | $468,849.3 | $157,596.17 | 50.63% |
| HKI Hutchens & Kramer Investment Management Group LLC Hutchens & Kramer Investment Management Group LLC | 718 | $225,552.53 | $218,821.27 | -$6,731.26 | -2.98% |
Leanne Menzel Smallwood Wealth Investment Management LLC | 9 | $2,913.65 | $2,705.22 | -$208.43 | -7.15% |
Patricia A. Thompson Leeward Investments LLC - MA | 34,889 | $5.11M | $10.63M | $5.52M | 107.83% |
Daniel Ronan Catalyst Financial Partners LLC | 763 | $254,823.11 | $232,463.21 | -$22,359.9 | -8.77% |
Amanda Hawley Atria Wealth Solutions Inc. | 5,934 | $1.35M | $1.8M | $452,569.16 | 33.49% |
Eric Dahm Range Financial Group LLC | 734 | $234,274.27 | $223,202.06 | -$11,072.21 | -4.73% |
Edward Lowndes Angeles Wealth Management LLC | 703 | $220,840.43 | $213,775.27 | -$7,065.16 | -3.2% |
Michael Stulic Astoria Portfolio Advisors LLC | 2,587 | $750,961.81 | $786,680.83 | $35,719.02 | 4.76% |
Leonid Berline ARMSTRONG ADVISORY GROUP Inc. | 358 | $107,347 | $108,828.42 | $1,481.42 | 1.38% |
Nolan Baker Retirement Guys Formula LLC | 9,516 | $2.14M | $2.89M | $758,503.8 | 35.52% |
John DeMarco Trajan Wealth LLC | 152,936 | $39.75M | $46.51M | $6.76M | 17% |
Nadine Hofstetter Northwest Bank & Trust Co. | 3,724 | $718,493.6 | $1.13M | $413,937.56 | 57.61% |