| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Jeff Ameen Spire Wealth Management | 514 | $16,077.52 | $20,457.2 | $4,379.68 | 27.24% |
Daren Blonski Fermata Advisors LLC | 10,482 | $271,360.04 | $414,458.28 | $143,098.24 | 52.73% |
Jeffery Yorg Focus Partners Advisor Solutions LLC | 8,576 | $327,688.96 | $339,223.68 | $11,534.72 | 3.52% |
| JDK James D. King Lindenwold Advisors Inc. | 16,803 | $544,585.23 | $664,642.66 | $120,057.43 | 22.05% |
John Flavin Aspire Capital Advisors LLC | 13,093 | $500,283.53 | $515,733.27 | $15,449.74 | 3.09% |
| TT Timothy Tenneriello Oliver Lagore Vanvalin Investment Group | 125 | $3,942.8 | $4,925 | $982.2 | 24.91% |
Ana-Maria Ignat Covestor Ltd | 23 | $878.83 | $912.87 | $34.04 | 3.87% |
| GC Gregory Clinton KRAEMATON INVESTMENT ADVISORS Inc. | 61,939 | $1.67M | $2.44M | $775,517.93 | 46.56% |
Michael Byun SageView Advisory Group LLC | 600 | $18,873 | $23,838 | $4,965 | 26.31% |
Amanda Hawley Atria Wealth Solutions Inc. | 18,000 | $560,892.78 | $715,950 | $155,057.22 | 27.64% |
| MS Michael Stulic Astoria Portfolio Advisors LLC | 25,643 | $837,961.03 | $1.02M | $181,604.65 | 21.67% |
| GCI GUIDANCE CAPITAL Inc. GUIDANCE CAPITAL Inc. | 5,842 | $191,668.1 | $232,657.65 | $40,989.55 | 21.39% |
| AAL Avraham A. Levitan Glass Jacobson Investment Advisors LLC | 10,501 | $255,724.4 | $418,569.86 | $162,845.46 | 63.68% |
| MV Moises Valladares Insigneo Advisory Services LLC | 10,991 | $236,217.57 | $437,661.62 | $201,444.05 | 85.28% |
Courtney Holt Compound Planning, Inc. | 21,435 | $566,913.02 | $853,327.35 | $286,414.33 | 50.52% |
Annmarie Young KPP Advisory Services LLC | 63,287 | $2.42M | $2.52M | $101,255.47 | 4.19% |
Amir Har-El Savvy Advisors, Inc. | 6,615 | $252,759 | $263,144.7 | $10,385.7 | 4.11% |
| PF Patricia France Gilliland Jeter Wealth Management LLC | 36,280 | $1.18M | $1.44M | $266,476.94 | 22.66% |
Neil Greenspan Fielder Capital Group LLC | 16,313 | $389,720.67 | $649,338.96 | $259,618.29 | 66.62% |
Michael Bailey MGB Wealth Management, LLC | 1,750 | $56,001.14 | $69,781.25 | $13,780.11 | 24.61% |