| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| SMP Sotirios Mike Pappas Mystic Asset Management Inc. | 221 | $202,551.83 | $209,006.33 | $6,454.5 | 3.19% |
Marc H. Stone Tyler-Stone Wealth Management | 1,249 | $915,656.23 | $1.18M | $269,301.54 | 29.41% |
Richard A. Flora Key Client Fiduciary Advisors LLC | 735 | $471,646.58 | $697,313.02 | $225,666.44 | 47.85% |
Jonathan Straus Commons Capital LLC | 2,920 | $1.85M | $2.77M | $917,862.16 | 49.48% |
Stephen Dunnaway Brown Shipley& Co Ltd | 25 | $13,834.26 | $23,673 | $9,838.74 | 71.12% |
Missy Straw Nilsine Partners LLC | 16,671 | $10.41M | $15.82M | $5.41M | 51.94% |
Dalila Toledo Ascent Group LLC | 15,213 | $10.9M | $14.43M | $3.53M | 32.36% |
| EM Erin Mccann Simplicity Wealth LLC | 24,449 | $23.22M | $23.2M | -$22,185.21 | -0.1% |
| REF Robert E. Frey Jr. Lakeside Advisors Inc. | 12,875 | $7.35M | $12.23M | $4.87M | 66.24% |
Michael Byun SageView Advisory Group LLC | 4,819 | $2.97M | $4.57M | $1.6M | 53.78% |
Nicole Goff Retirement Solution LLC | 1,706 | $1.57M | $1.62M | $43,619.32 | 2.77% |
| KB Kimberly Byrne Bill Few Associates Inc. | 769 | $514,375.66 | $728,181.46 | $213,805.8 | 41.57% |
Nichole Raftopoulos Nvest Financial LLC | 3,814 | $3.15M | $3.62M | $471,370.01 | 14.98% |
Brian Clay Clay Northam Wealth Management LLC | 517 | $306,337.83 | $490,490.93 | $184,153.1 | 60.11% |
| SCA Stacy C. Ambrosini Alley Investment Management Company LLC | 19,453 | $11.38M | $18.47M | $7.09M | 62.29% |
Thomas Mason Mason & Associates Inc. | 1,014 | $766,587.78 | $962,965.38 | $196,377.6 | 25.62% |
Kristofer Gray Integrity Financial Corp. /WA | 837 | $616,027.62 | $793,208.16 | $177,180.54 | 28.76% |
| ABH Alexander B. Harcus Montz Harcus Wealth Management LLC | 307 | $173,342.23 | $290,704.44 | $117,362.21 | 67.71% |
Jesse Rodrigue Fortune 45 LLC | 342 | $323,300.25 | $324,787.14 | $1,486.89 | 0.46% |
David T. Morgan High Net Worth Advisory Group LLC | 2,592 | $1.46M | $2.46M | $999,237.98 | 68.57% |