| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| SMP Sotirios Mike Pappas Mystic Asset Management Inc. | 3,388 | $347,254.31 | $350,759.64 | $3,505.33 | 1.01% |
Marc H. Stone Tyler-Stone Wealth Management | 2,986 | $369,388.75 | $287,223.34 | -$82,165.41 | -22.24% |
Richard A. Flora Key Client Fiduciary Advisors LLC | 4,656 | $496,728.31 | $447,860.64 | -$48,867.67 | -9.84% |
Stephen Dunnaway Brown Shipley& Co Ltd | 48,833 | $5M | $5.02M | $24,767.82 | 0.5% |
Missy Straw Nilsine Partners LLC | 38,717 | $3.98M | $3.72M | -$251,015.87 | -6.31% |
Dalila Toledo Ascent Group LLC | 20,899 | $2.32M | $2.22M | -$105,300.47 | -4.53% |
| EM Erin Mccann Simplicity Wealth LLC | 42,550 | $4.62M | $4.33M | -$285,793.37 | -6.19% |
Patrick O'Connell Security Financial Services Inc. | 3,073 | $385,939.8 | $295,591.87 | -$90,347.93 | -23.41% |
Michael Byun SageView Advisory Group LLC | 15,295 | $1.43M | $1.6M | $178,844.84 | 12.55% |
| KB Kimberly Byrne Bill Few Associates Inc. | 26,823 | $3.71M | $2.58M | -$1.13M | -30.51% |
Owen Schrum Schrum Private Wealth Management LLC | 4,820 | $463,925 | $500,267.8 | $36,342.8 | 7.83% |
Thomas Mason Mason & Associates Inc. | 10,324 | $1.27M | $1.07M | -$194,046.95 | -15.33% |
David T. Morgan High Net Worth Advisory Group LLC | 4,585 | $469,615.54 | $441,031.15 | -$28,584.39 | -6.09% |
Kristen Williams Athena Investment Management | 5,008 | $578,481.18 | $509,614.08 | -$68,867.1 | -11.9% |
Leanne Menzel Smallwood Wealth Investment Management LLC | 5,309 | $736,982.3 | $510,672.71 | -$226,309.59 | -30.71% |
| CS Catherine Salsman Paragon Private Wealth Management LLC | 4,043 | $420,475.27 | $419,622.97 | -$852.3 | -0.2% |
Brian Levy West Wealth Group LLC | 5,519 | $547,025.8 | $573,148.15 | $26,122.35 | 4.78% |
Daniel Lavoie Walter Public Investments Inc. | 77,350 | $7.45M | $8.03M | $577,804.5 | 7.75% |
| FFG Fiduciary Financial Group LLC Fiduciary Financial Group LLC | 4,755 | $471,040.05 | $492,380.25 | $21,340.2 | 4.53% |
Mark Fiskio Empirical Asset Management LLC | 3,964 | $381,535 | $415,803.78 | $34,268.78 | 8.98% |